Arnold Financial Planning LLC
CIK
2107020
Location
HIAWATHA, IA
Portfolio Value
Micro
$2,136,531
Diversification
Highly concentrated
Filing Date
Global Rank
#8,464
/ 8,592
▲ 96
Top Industry
Consumer Electronics
61.2%
3Y Alpha vs SPY
+11.1%
Period ended 3 months ago
Filed Apr 14, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+13.4%
SPY
+10.4%
Annualised alpha
+11.1%
Max drawdown
−12.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
61.2%
+6.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,594
Highly concentrated+352
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 87.5% | $1,869,347 |
| Communication Services | 12.5% | $267,184 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
3 positions ·
$2,136,531 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 5,153 | $1,307,779 | 61.21% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 3,220 | $561,568 | 26.28% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 467 | $267,184 | 12.51% |