Arnold Financial Planning LLC
All 13F Filings
- Location
- Hiawatha, IA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 146,667
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/20/2026 | 45 | 146,667 | 13F-HR | Arnold Financial Planning LLC |
| Q2 2026 | 7/13/2026 | 41 | 134,090 | 13F-HR | Arnold Financial Planning LLC |
| Q1 2026 | 4/14/2026 | 26 | 107,028 | 13F-HR | Arnold Financial Planning LLC |
| Q4 2025 | 1/27/2026 | 24 | 97,002 | 13F-HR | Arnold Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 11.43 K | 7.8% | 1.573 K | 0 | 1.573 K |
| ETFs | 133.4 K | 90.9% | 10.81 K | 0 | 10.81 K |
| Debt | 1.853 K | 1.3% | 197 | 0 | 197 |
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Fund Snapshot
Q3 2026
Latest filed
10/20/2026
Total value ($000)
146,667
Holdings
45
QoQ value change ($000)
12,577
(9.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.