StockDriftsStockDriftsTop 41 Arnold Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 12.15% | 553.6K | $16.3M | +4.74%(+25.07K) | $26.60(+14.78%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 11.85% | 686.8K | $15.9M | +7.51%(+47.95K) | $23.39(-2.64%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 9.86% | 547.5K | $13.2M | +5.71%(+29.56K) | $24.36(-1.25%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 9.15% | 443.0K | $12.3M | +3.03%(+13.02K) | $23.78(+18.86%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 7.58% | 281.1K | $10.2M | +3.28%(+8.94K) | $28.39(+22.63%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.62% | 200.0K | $8.9M | -1.13%(-2.28K) | $39.08(+17.68%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 6.59% | 253.7K | $8.8M | +5.99%(+14.34K) | $29.62(+18.18%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 6.14% | 75.5K | $8.2M | +1.68%(+1.25K) | $89.99(+22.93%) | 2026-06-30 | |
| SCHC | SCHWAB STRATEGIC TR | 4.96% | 138.3K | $6.7M | +2.70%(+3.64K) | $45.58(+11.58%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 4.26% | 135.3K | $5.7M | +0.99%(+1.32K) | $42.65(-2.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.43% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.09% |
Arnold Financial Planning LLC reports $134.09M in US-listed equity holdings across 41 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (12.2%), SCHZ (11.8%) and SCHO (9.9%). The top 20 holdings account for 94.07% of reported assets. Its disclosed equity book has returned +9.43% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Arnold Financial Planning LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107020). View Arnold Financial Planning LLC’s 13F filings on SEC