Arnold Financial Planning LLC

Q3 2026 13F-HR Holdings

Location
Hiawatha, IA
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
45
Total value ($000)
$146,667
Net value change ($000)
+12,577 (9.4%)
New positions
6
Sold out positions
2
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SCHX 3,206 19.7%
SCHO 1,827 13.8%
SCHZ 1,712 10.8%
SCHWAB STRATEGIC TRUST 1,320 10.8%
VOO 1,193 NEW
SCHC 1,080 16.2%
SCHV 987 11.2%
SCHE 610 16.4%
VBIL 483 NEW
BRK-B 447 200.4%
Top Reduces (Value $000, Stocks/ETFs)
DFAR -482 -100.0%
TSLA -443 -17.1%
IVV -335 -44.7%
SGOV -317 -34.8%
IEMG -260 -100.0%
DFCF -191 -3.3%
IJR -86 -12.5%
VEA -78 -18.4%
DFAC -68 -0.8%
IWP -42 -5.9%
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