Arnold Financial Planning LLC holds a focused book of 41 stocks worth $134.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Tesla Inc and trimmed Dimensional US Core Equity 2. Their largest long position is Schwab US Large-Cap ETF at 12% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Arnold Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 42 / 41 | $316.2B |
| JPMORGAN CHASE & CO | 42 / 41 | $293.4B |
| ROYAL BANK OF CANADA | 42 / 41 | $91.3B |
| WELLS FARGO & COMPANY/MN | 42 / 41 | $87.8B |
| ENVESTNET ASSET MANAGEMENT INC | 42 / 41 | $64.1B |
| LPL Financial LLC | 42 / 41 | $54.8B |
| Creative Planning | 42 / 41 | $50.1B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 / 41 | $49.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Arnold Financial Planning LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $16.3M | 553.6K | 12.1% | ▲+4.7% Added · +25K sh | |
| 2 | Schwab Strategic TR US AGGREGATE B | $15.9M | 686.8K | 11.8% | ▲+7.5% Added · +48K sh | |
| 3 | Schwab Strategic TR SHT TM US TRES | $13.2M | 547.5K | 9.9% | ▲+5.7% Added · +30K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $12.3M | 443.0K | 9.2% | ▲+3.0% Added · +13K sh | |
| 5 | Schwab Strategic TR US SML CAP ETF | $10.2M | 281.1K | 7.6% | ▲+3.3% Added · +9K sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $8.9M | 200.0K | 6.6% | ▼−1.1% Reduced · −2K sh | |
| 7 | Schwab Strategic TR US LCAP VA ETF | $8.8M | 253.7K | 6.6% | ▲+6.0% Added · +14K sh | |
| 8 | SPDR Series Trust ST STR SP600SM C | $8.2M | 75.5K | 6.1% | ▲+1.7% Added · +1K sh | |
| 9 | Schwab Strategic TR INTL SCEQT ETF | $6.7M | 138.3K | 5.0% | ▲+2.7% Added · +4K sh | |
| 10 | Dimensional ETF Trust CORE FIXE IN ETF | $5.7M | 135.3K | 4.3% | ▲+1.0% Added · +1K sh | |
| 11 | Apple Inc COM | $5.2M | 17.9K | 3.9% | ▲+247% Added · +13K sh | |
| 12 | Schwab Strategic TR EMRG MKTEQ ETF | $3.7M | 102.6K | 2.8% | ▲+3.9% Added · +4K sh | |
| 13 | Tesla Inc COM | $2.6M | 6.2K | 1.9% | ▲New New position | |
| 14 | Dimensional ETF Trust INTL CORE EQT MK | $2.0M | 48.3K | 1.5% | ▼−2.8% Reduced · −1K sh | |
| 15 | Vanguard Index FDS TOTAL STK MKT | $1.4M | 3.8K | 1.1% | ▲+0.4% Added · +16 sh | |
| 16 | Dimensional ETF Trust WORLD EX US CORE | $1.2M | 32.6K | 0.9% | ▲+0.2% Added · +59 sh | |
| 17 | Ishares TR FLTG RATE NT ETF | $1.2M | 23.1K | 0.9% | ▲New New position | |
| 18 | Dimensional ETF Trust EMGR CRE EQT MNG | $940K | 23.4K | 0.7% | ▼−7.8% Reduced · −2K sh | |
| 19 | Ishares TR 0-3 MTH TREASURY | $912K | 9.1K | 0.7% | ▲+35% Added · +2K sh | |
| 20 | Invesco QQQ TR UNIT SER 1 | $854K | 1.2K | 0.6% | ▲New New position | |
| 21 | Nvidia Corporation COM | $854K | 4.3K | 0.6% | ▲+32% Added · +1K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $749K | 1.0K | 0.6% | ▲New New position | |
| 23 | Ishares TR RUS MD CP GR ETF | $710K | 4.9K | 0.5% | ▲New New position | |
| 24 | Ishares TR CORE S&P SCP ETF | $690K | 4.7K | 0.5% | —Held | |
| 25 | Dimensional ETF Trust US REAL ESTA ETF | $482K | 18.4K | 0.4% | ▼−4.2% Reduced · −799 sh | |
| 26 | SPDR Series Trust ST STR SP BIOT | $430K | 2.7K | 0.3% | ▲New New position | |
| 27 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $424K | 6.0K | 0.3% | ▲New New position | |
| 28 | SPDR Series Trust ST STR SP REGBNK | $398K | 5.3K | 0.3% | ▲New New position | |
| 29 | Ishares TR RUS 2000 VAL ETF | $319K | 1.4K | 0.2% | ▲New New position | |
| 30 | Meta Platforms Inc CL A | $296K | 525 | 0.2% | ▲+12% Added · +58 sh | |
| 31 | AT&T Inc COM | $272K | 13.1K | 0.2% | ▲New New position | |
| 32 | Ishares Inc CORE MSCI EMKT | $260K | 3.1K | 0.2% | ▲New New position | |
| 33 | Vanguard Malvern FDS STRM INFPROIDX | $256K | 5.1K | 0.2% | ▲~0% Added · +2 sh | |
| 34 | Vanguard BD Index FDS SHORT TRM BOND | $247K | 3.2K | 0.2% | ▲New New position | |
| 35 | Schwab Strategic TR FUNDAMENTAL US S | $241K | 6.3K | 0.2% | —Held | |
| 36 | Microsoft Corp COM | $231K | 620 | 0.2% | ▲New New position | |
| 37 | Ishares TR IBONDS DEC 29 | $228K | 9.9K | 0.2% | —Held | |
| 38 | Ishares TR IBDS DEC28 ETF | $225K | 8.9K | 0.2% | —Held | |
| 39 | Berkshire Hathaway Inc Del CL B NEW | $223K | 445 | 0.2% | ▲New New position | |
| 40 | Amazon Com Inc COM | $220K | 924 | 0.2% | ▲New New position | |
| 41 | Schwab Strategic TR US MID-CAP ETF | $217K | 5.9K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2107020/holdings"
Use Arkolith to show Arnold Financial Planning LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.