Arnold Financial Planning LLC

Q2 2026 13F-HR Holdings

Location
Hiawatha, IA
Holdings as of
6/30/2026
Date filed
7/13/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$134,090
Net value change ($000)
+27,062 (25.3%)
New positions
15
Sold out positions
1
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 3,867 295.6%
SCHX 2,741 20.2%
TSLA 2,590 NEW
SCHA 2,242 28.3%
SCHWAB STRATEGIC TRUST 1,629 15.3%
SCHV 1,531 21.0%
SLYV 1,215 17.3%
FLOT 1,181 NEW
SCHZ 1,052 7.1%
DFAC 1,011 12.9%
Top Reduces (Value $000, Stocks/ETFs)
IBDS -242 -100.0%
IBDT -1 -0.4%
IBDU -1 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type