Arnold Financial Planning LLC holds a focused book of 41 stocks worth $134.1M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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. Cloning the disclosed picks since 2026 would be +3% (+6.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +6.0%, a 2.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Arnold Financial Planning LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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 how many of Arnold Financial Planning LLC's top 41 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.