Arnold Financial Planning LLC ETF holdings
Hiawatha, IA
Reported $124.2M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$124.2M
ETFs held
33
Change from prior quarter
+18.4%
With price moves
ETFs as a share of its 13F
92.6%
of $134.1M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $16.3M | 553,571 | +25,065 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $15.9M | 686,760 | +47,955 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $13.2M | 547,509 | +29,557 shares |
| SCHF | Schwab International Equity ETF | $12.3M | 442,962 | +13,016 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $10.2M | 281,147 | +8,938 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $8.9M | 199,973 | −2,281 shares |
| SCHV | Schwab U.S. Large-Cap Value ETF | $8.8M | 253,746 | +14,343 shares |
| SLYV | State Street SPDR S&P 600 Small Cap Value ETF | $8.2M | 75,505 | +1,248 shares |
| SCHC | Schwab International Small-Cap Equity ETF | $6.7M | 138,331 | +3,641 shares |
| DFCF | Dimensional Core Fixed Income ETF | $5.7M | 135,325 | +1,323 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002107020. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Arnold Financial Planning LLC own?
Arnold Financial Planning LLC reported 33 ETF positions worth $124.2M in its Form 13F for June 30, 2026. The largest was SCHX, at $16.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.