Arnold Financial Planning
Arnold Financial Planning reported 45 stocks worth $147M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SCHX (13.3%), SCHZ (12.0%) and SCHO (10.3%). Compared with Q2 2026, the fund opened new positions in VOO, VBIL and DFAR, added to SCHX, SCHZ and SCHO, trimmed AAPL, TSLA and VTI and sold out of IEMG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHX Schwab US Large Cap ETF | $19.5M | 13.3% | 650K | +96K (+17%) | 4 of 4 | |
| 2 |  SCHZ Schwab US Aggregate Bond | $17.6M | 12.0% | 796K | +110K (+16%) | 4 of 4 | |
| 3 |  SCHO Schwab Short-Term US Treasury ETF | $15M | 10.3% | 631K | +83K (+15%) | 4 of 4 | |
| 4 |  SCHF Schwab International | $13.6M | 9.3% | 495K | +52K (+12%) | 4 of 4 | |
| 5 |  SCHA Schwab US Small Cap ETF | $10.5M | 7.1% | 321K | +40K (+14%) | 4 of 4 | |
| 6 |  SCHV Schwab US Large Cap | $9.8M | 6.7% | 295K | +41K (+16%) | 4 of 4 | |
| 7 | DIMENSIONAL ETF TRUST | $8.8M | 6.0% | 198K | −1,941 (−1%) | 4 of 4 | |
| 8 |  SLYV Spdr Series Trust | $8.3M | 5.7% | 81K | +5,865 (+8%) | 4 of 4 | |
| 9 |  SCHC Schwab Strategic TR | $7.7M | 5.3% | 156K | +17K (+12%) | 4 of 4 | |
| 10 |  DFCF Dimensional Core Fixed | $5.5M | 3.8% | 138K | +2,297 (+2%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL US REAL | $482K | 18K |
 IEMG Ishares Inc | $260K | 3,135 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Arnold Financial Planning 13F FAQ
What does Arnold Financial Planning own?
Arnold Financial Planning reported 45 stocks worth $147M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SCHX (13.3%), SCHZ (12.0%) and SCHO (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did Arnold Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 17 added to, 10 trimmed and 2 sold out. New positions include VOO, VBIL and DFAR. It sold all of IEMG.
When will Arnold Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Arnold Financial Planning's portfolio worth?
The Q3 2026 filing reports $147M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.