Arnold Financial Planning LLC
- SEC CIK
- 0002107020
- Latest filing
- Jul 13, 2026
The latest 13F from Arnold Financial Planning LLC covers Q2 2026 (filed Jul 13, 2026): 41 long positions worth $134.1M. The top 10 holdings make up 79.1% of the portfolio, and the largest is Schwab U.S. Large-Cap ETF at 12.1%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 16
- Est. +$9.33M
- Added
- 17
- Est. +$8.42M
- Reduced
- 4
- Est. −$258.2K
- Sold out
- 1
- Est. −$242.5K
Top 5 holdings
Share of this quarter's portfolio value
- Schwab U.S. Large-Cap ETF80852420112.1%$16.3M
- Schwab US Aggregate Bond ETF80852483911.8%$15.9M
- Schwab Strategic Tr8085248629.9%$13.2M
- Schwab International Equity ETF8085248059.2%$12.3M
- Schwab U.S. Small-Cap ETF8085246077.6%$10.2M
Biggest buys
New and added positions, by estimated amount bought
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9−$242.5KSold out
- Dimensional U.S. Core Equity 2 ETF25434V708−$101.2KReduced
- Dimensional Emerging Core Equity Market ETF25434V302−$79.5KReduced
- Dimensional ETF Trust25434V203−$56.6KReduced
- Dimensional ETF Trust25434V823−$20.9KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Dimensional U.S. Core Equity 2 ETF25434V708−0.73 pp7.3% → 6.6%
- Dimensional ETF Trust25434V203−0.32 pp1.8% → 1.5%
- iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9−0.23 pp0.2% → 0.0%
- Dimensional Emerging Core Equity Market ETF25434V302−0.10 pp0.8% → 0.7%
- Dimensional ETF Trust25434V823−0.07 pp0.4% → 0.4%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $134.1M
- +$27.1M (+25.3%) vs. prior quarter
- Positions
- 41
- +15 vs. prior quarter
- Top 10 concentration
- 79.1%
- Top 10 as share of value
- Turnover
- 0.4%
- Q2 2026, one quarter
- Average holding period
- 2.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.
13F filings by quarter
3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $134.1M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 13, 2026 | 41 | $134.1M | Schwab U.S. Large-Cap ETFSchwab US Aggregate Bond ETFSchwab Strategic Tr | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 14, 2026 | 26 | $107.0M | Schwab US Aggregate Bond ETFSchwab U.S. Large-Cap ETFSchwab Strategic Tr | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 27, 2026 | 24 | $97.0M | Schwab US Aggregate Bond ETFSchwab U.S. Large-Cap ETFSchwab Strategic Tr | – | SEC |