Arnold Financial Planning LLC Portfolio Holdings

Arnold Financial Planning LLC

  • $97 Billion
  • Q4 2025

Arnold Financial Planning LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $97 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $13.2B, Schwab Strategic Tr Us Large C with a value of $12.2B, Schwab Short Term Us Treasury with a value of $10.6B, Schwab Strategic Tr Intl Eqty with a value of $9.46B, and Dimensional ETF Tr U S Core Eq with a value of $8.04B.

Examining the 13F form we can see an increase of $97B in the current position value.

Arnold Financial Planning LLC is based out at Hiawatha, IA

Below you can find more details about Arnold Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $97 Billion
ETFs: $94.1 Billion
Technology: $1.62 Billion
Communication Services: $229 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.2 Billion 13.59% of portfolio
564,204
Q4 2025 New
$0
$12.2 Billion 12.59% of portfolio
453,850
Q4 2025 New
$0
$10.6 Billion 10.9% of portfolio
433,668
Q4 2025 New
$0
$9.46 Billion 9.76% of portfolio
393,633
Q4 2025 New
$0
$8.04 Billion 8.29% of portfolio
203,159
Q4 2025 New
$0
$6.83 Billion 7.04% of portfolio
75,073
Q4 2025 New
$0
$6.77 Billion 6.98% of portfolio
237,749
Q4 2025 New
$0
$6.15 Billion 6.34% of portfolio
207,609
Q4 2025 New
$0
$5.87 Billion 6.06% of portfolio
138,026
Q4 2025 New
$0
$5.81 Billion 5.99% of portfolio
127,575
Q4 2025 New
$0
$2.85 Billion 2.94% of portfolio
86,958
Q4 2025 New
$0
$1.9 Billion 1.96% of portfolio
49,976
Q4 2025 New
$0
$1.35 Billion 1.39% of portfolio
4,025
Q4 2025 New
$0
$1.06 Billion 1.1% of portfolio
32,508
Q4 2025 New
$4.3T
$1.02 Billion 1.05% of portfolio
3,734
Q4 2025 New
$0
$863 Million 0.89% of portfolio
26,485
Q4 2025 New
$465B
$601 Million 0.62% of portfolio
3,220
Q4 2025 New
$0
$426 Million 0.44% of portfolio
18,581
Q4 2025 New
$0
$395 Million 0.41% of portfolio
4,115
Q4 2025 New
$0
$314 Million 0.32% of portfolio
3,127
Q4 2025 New
$0
$252 Million 0.26% of portfolio
5,094
Q4 2025 New
$1.37T
$229 Million 0.24% of portfolio
347
Q4 2025 New
$0
$200 Million 0.21% of portfolio
6,348
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $97 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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