Arnold Financial Planning LLC recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing indicates that the firm manages approximately $146.67 million in assets, showcasing its strategic investment choices in the financial advisory sector.

Based in Hiawatha, Iowa, Arnold Financial Planning LLC is categorized under the SIC description of other financial investment activities. The firm has been active in reporting its holdings, with previous filings dating back to January 2026.

The recent filing, accession number 0001754960-26-000924, reveals that Arnold Financial Planning holds shares in prominent companies, including:

"Apple Inc, Amazon.com Inc, and Microsoft Corp, among others."

In total, the firm reported 45 different positions, indicating a diversified investment strategy. This level of asset management may influence various stakeholders, including clients seeking financial advice and competitors in the financial advisory industry.

Looking ahead, the firm may continue to adjust its portfolio based on market conditions and investment opportunities. However, the filing does not specify any upcoming actions or changes regarding its investment strategy.

Key Holdings and Investment Strategy

Among the notable holdings reported in the 13F-HR filing, Arnold Financial Planning LLC has significant positions in technology and consumer discretionary sectors. For instance, the firm holds:

  • Apple Inc: 15,739 shares valued at approximately $5.24 million.
  • Amazon.com Inc: 1,260 shares valued at approximately $313,929.
  • Microsoft Corp: 728 shares valued at approximately $373,391.
  • NVIDIA Corporation: 4,344 shares valued at approximately $992,083.

Additionally, the firm has invested in various ETFs, including those managed by Dimensional ETF Trust and Schwab Strategic Trust, reflecting a diversified approach to asset allocation. For example, Arnold Financial holds:

  • Schwab Strategic Trust - US LRG CAP ETF: 649,917 shares valued at approximately $19.50 million.
  • Dimensional ETF Trust - US COR EQU 2 ETF: 198,032 shares valued at approximately $8.80 million.

This diverse portfolio indicates a blend of growth-oriented and value-oriented investments, aligning with the firm's strategy to mitigate risk while pursuing capital appreciation.

Conclusion

While the filing provides a comprehensive overview of Arnold Financial Planning LLC's holdings as of September 30, 2026, it does not disclose specific performance metrics or insights into the firm's future investment strategies. Stakeholders may be keen to see how the firm adapts its portfolio in response to evolving market dynamics and economic conditions.