Arnold Financial Planning LLC

CIK

2107020

Location

HIAWATHA, IA

Portfolio Value

Small $145,696,070

Diversification

Highly concentrated

Filing Date

Global Rank

#7,646 / 8,811 ▼ 83 · as of Jun 2026

Top Industry

Consumer Electronics 47.7%

3Y Alpha vs SPY

-13.9%

Period ended 21 days ago

Filed Oct 20, 2026 · 1d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.4% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.9 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 90.1%; sector active share 83.3% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

45 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

67.6%

+2.4 pts

Top 5

92.8%

−0.5 pts

Top 10

97.8%

−0.6 pts

HHI

4,803

Highly concentrated+264

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	92.5%	$134,707,463	35
Technology	4.7%	$6,815,484	4
Consumer Cyclical	1.7%	$2,460,529	2
Communication Services	0.7%	$1,042,852	3
Financial Services	0.5%	$669,742	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+109,503	796,263	$17,597,412
SCHX	Schwab U.S. Large-Cap ETF	+96,346	649,917	$19,497,510
SCHO	Schwab Short-Term U.S. Treasury ETF	+83,018	630,527	$15,044,374
SCHF	Schwab International Equity ETF	+51,750	494,712	$13,589,738
SCHV	Schwab U.S. Large-Cap Value ETF	+41,056	294,802	$9,819,854
SCHA	Schwab U.S. Small-Cap ETF	+39,583	320,730	$10,465,419
SCHC	Schwab International Small-Cap Equity ETF	+17,190	155,521	$7,735,614
SCHE	Schwab Emerging Markets Equity ETF	+16,208	118,793	$4,330,004
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	+5,865	81,370	$8,311,945
DFCF	Dimensional Core Fixed Income ETF	+2,297	137,622	$5,521,394
BRK-B	Berkshire Hathaway Inc	+900	1,345	$669,742
AMZN	Amazon Com Inc	+336	1,260	$313,929
MSFT	Microsoft Corp	+108	728	$373,391
NVDA	Nvidia Corp	+78	4,344	$992,082
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+70	5,166	$254,270
META	Meta Platforms, Inc.	+39	564	$409,001
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	+34	32,611	$1,207,259
DFAI	Dimensional International Core Equity Market ETF	+25	48,302	$2,001,151
DFAR	Dimensional US Real Estate ETF	+3	18,432	$445,317
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
SGOV	iShares 0-3 Month Treasury Bond ETF	−3,151	5,911	$595,119
AAPL	Apple Inc.	−2,146	15,739	$5,241,401
DFAC	Dimensional U.S. Core Equity 2 ETF	−1,941	198,032	$8,802,522
VEA	Vanguard FTSE Developed Markets ETF	−1,049	4,905	$346,342
IVV	iShares Core S&P 500 ETF	−460	540	$413,559
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−453	2,714	$207,349
DFAE	Dimensional Emerging Core Equity Market ETF	−381	22,998	$904,051
IJR	iShares Core S&P Small-Cap ETF	−214	4,440	$604,017
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−124	3,716	$1,390,675
TSLA	Tesla, Inc.	−109	6,050	$2,146,600
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
VOO	VANGUARD 500 INDEX FUND	1,702	$1,192,863
VBIL	Vanguard Institutional Index Funds	6,376	$482,790
GOOG	Alphabet Inc.	921	$313,821
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	10,003	$241,272
AMD	Advanced Micro Devices Inc	341	$208,610
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IEMG	iShares Trust	3,135	$259,703
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $145,696,070 total · filing declares 45 positions · $146,666,848 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHX	Schwab U.S. Large-Cap ETF	Added	649,917	+96,346	$19,497,510	+19.7%	13.38%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	796,263	+109,503	$17,597,412	+10.8%	12.08%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	630,527	+83,018	$15,044,374	+13.8%	10.33%
SCHF	Schwab International Equity ETF	Added	494,712	+51,750	$13,589,738	+10.8%	9.33%
SCHA	Schwab U.S. Small-Cap ETF	Added	320,730	+39,583	$10,465,419	+3.0%	7.18%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	294,802	+41,056	$9,819,854	+11.2%	6.74%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	198,032	-1,941	$8,802,522	−0.8%	6.04%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Added	81,370	+5,865	$8,311,945	+0.9%	5.70%
SCHC	Schwab International Small-Cap Equity ETF	Added	155,521	+17,190	$7,735,614	+16.2%	5.31%
DFCF	Dimensional Core Fixed Income ETF	Added	137,622	+2,297	$5,521,394	−3.3%	3.79%
AAPL	Apple Inc. Technology	Reduced	15,739	-2,146	$5,241,401	+1.3%	3.60%
SCHE	Schwab Emerging Markets Equity ETF	Added	118,793	+16,208	$4,330,004	+16.4%	2.97%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,050	-109	$2,146,600	−17.1%	1.47%
DFAI	Dimensional International Core Equity Market ETF	Added	48,302	+25	$2,001,151	+0.5%	1.37%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	3,716	-124	$1,390,675	−2.1%	0.95%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Added	32,611	+34	$1,207,259	+0.6%	0.83%
VOO	VANGUARD 500 INDEX FUND	NEW	1,702	NEW	$1,192,863	NEW	0.82%
FLOT	iShares Floating Rate Bond ETF	Held	23,138	0	$1,181,194	0.0%	0.81%
NVDA	Nvidia Corp Technology	Added	4,344	+78	$992,082	+16.2%	0.68%
DFAE	Dimensional Emerging Core Equity Market ETF	Reduced	22,998	-381	$904,051	−3.8%	0.62%
QQQ	Invesco Qqq Trust, Series 1	Held	1,160	0	$858,133	+0.5%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,345	+900	$669,742	+200.8%	0.46%
IJR	iShares Core S&P Small-Cap ETF	Reduced	4,440	-214	$604,017	−12.5%	0.41%
SGOV	iShares 0-3 Month Treasury Bond ETF	Reduced	5,911	-3,151	$595,119	−34.8%	0.41%
VBIL	Vanguard Institutional Index Funds	NEW	6,376	NEW	$482,790	NEW	0.33%
DFAR	Dimensional US Real Estate ETF	Added	18,432	+3	$445,317	−7.6%	0.31%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Held	2,718	0	$428,574	−0.4%	0.29%
IVV	iShares Core S&P 500 ETF	Reduced	540	-460	$413,559	−44.8%	0.28%
META	Meta Platforms, Inc. Communication Services	Added	564	+39	$409,001	+38.3%	0.28%
MSFT	Microsoft Corp Technology	Added	728	+108	$373,391	+61.5%	0.26%
KRE	State Street(R) SPDR(R) S&P(R) Regional Banking ETF	Held	5,317	0	$369,212	−7.2%	0.25%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	4,905	-1,049	$346,342	−18.4%	0.24%
T	At&T Inc. Communication Services	Held	13,116	0	$320,030	+17.9%	0.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,260	+336	$313,929	+42.5%	0.22%
GOOG	Alphabet Inc. Communication Services	NEW	921	NEW	$313,821	NEW	0.22%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	5,166	+70	$254,270	−0.7%	0.17%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	NEW	10,003	NEW	$241,272	NEW	0.17%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	Held	9,857	0	$223,655	−2.0%	0.15%
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	Held	8,910	0	$222,393	−1.1%	0.15%
FNDA	Schwab Strategic Trust	Held	6,341	0	$221,935	−8.0%	0.15%
AMD	Advanced Micro Devices Inc Technology	NEW	341	NEW	$208,610	NEW	0.14%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	2,714	-453	$207,349	−16.0%	0.14%
SCHM	Schwab U.S. Mid-Cap ETF	Held	5,895	0	$200,547	−7.7%	0.14%
		Held	1,444	0	$0	−100.0%	0.00%
		Held	4,852	0	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.