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Disclosery

13F-HR filed by Arnold Financial Planning LLC

Arnold Financial Planning LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-14, with 41 holding rows worth $134,090,098.

Accession
0001754960-26-000493
Filer
CIK 2107020
Filed
2026-07-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 41 entries on the cover page, a total value of $134,090,098 stated on the cover page (in dollars after the unit check, H1), rows summing to $134,090,098 with VALUE read as dollars as filed, 13F file number 028-25985. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap ETF808524201SHS553,571$16,291,586dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B686,760$15,884,751dollars as filed
Schwab Short Term US Treasury ETF808524862SHS547,509$13,216,879dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF442,962$12,270,059dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS281,147$10,157,835dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2199,973$8,870,791dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF253,746$8,832,898dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS75,505$8,238,380dollars as filed
SCHWAB STRATEGIC TR808524888INTL SCEQT ETF138,331$6,656,478dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF135,325$5,712,087dollars as filed
Apple Inc037833100COM17,885$5,175,204dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF102,585$3,719,742dollars as filed
Tesla Motors, Inc88160R101COM6,159$2,590,475dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK48,277$1,991,435dollars as filed
VTI922908769COM3,840$1,420,954dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE32,577$1,200,127dollars as filed
iShares Floating Rate Bond ETF46429B655SHS23,138$1,181,195dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG23,379$940,055dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS9,062$912,272dollars as filed
INVESCO QQQ TR46090E103COM1,160$854,224dollars as filed
NVIDIA Corp67066G104COM4,266$853,584dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,000$748,890dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF4,852$710,381dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,654$690,214dollars as filed
DIMENSIONAL ETF TRUST25434V823US REAL ESTA ETF18,429$482,090dollars as filed
SPDR SER TR78464A870S&P BIOTECH2,718$430,124dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,954$424,223dollars as filed
SPDR SERIES TRUST78464A698ST STR SP REGBNK5,317$397,977dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF1,444$319,413dollars as filed
META PLATFORMS INC CL A30303M102COM525$295,727dollars as filed
AT&T Inc00206R102COM13,116$271,501dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS3,135$259,703dollars as filed
VANGUARD MALVERN FDS922020805SHS5,096$255,978dollars as filed
Vanguard Short-Term Bond ETF921937827SHS3,167$246,741dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S6,341$241,338dollars as filed
Microsoft Corp594918104COM620$231,272dollars as filed
iShares iBonds Dec. 2029 Corporate Bond ETF46436E205ETF9,857$228,288dollars as filed
iShares iBonds Dec. 2028 Corporate Bond ETF46435U515ETF8,910$224,978dollars as filed
Berkshire Hathaway Inc084670702COM445$222,674dollars as filed
Amazon.com, Inc023135106COM924$220,226dollars as filed
Schwab US Mid-Cap ETF808524508SHS5,895$217,349dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000493this filing2026-07-14acceptance time not in the bulk data set