Arnold Financial Planning LLC has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, submitted on October 20, 2026, lists the firm’s total holdings across 45 positions.
The report identifies Aryn Sands as the agent responsible for the filing, with the firm’s address listed as 1202 DINA CT in Hiawatha, Iowa. The filing does not disclose the total value of the portfolio or specific dollar amounts for individual holdings, only the number of shares owned for each security listed.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and mutual funds, with the largest positions being:
- Schwab Strategic Trust US Large Cap Value ETF (808524409): 9,819,860 shares
- Schwab Strategic Trust US Large Cap ETF (808524201): 19,497,518 shares
- Schwab Strategic Trust US Aggregate Bond (808524839): 17,597,405 shares
- Schwab Strategic Trust International Equity ETF (808524805): 13,589,747 shares
- Schwab Strategic Trust International Small Cap Equity ETF (808524888): 7,735,595 shares
Among individual equities, the largest positions include:
- Apple Inc.: 15,739 shares
- Advanced Micro Devices Inc.: 341 shares
- Amazon.com Inc.: 1,260 shares
- Meta Platforms Inc.: 564 shares
- NVIDIA Corporation: 4,344 shares
The filing also lists positions in other major technology companies, including Microsoft, Tesla, and Alphabet, as well as a variety of ETFs tracking bond markets, emerging markets, and small-cap indices.
