Arnold Financial Planning LLC reported 10 positions worth $10.99M for the quarter ended Sep 30, 2026, up 11.4% on the prior quarter. It opened 2 new positions, added to 5, trimmed 2 and exited 0. Its largest holding is Apple Inc. at 47.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +900 | +202.2% | $448.16K | 6.09% |
| GOOG Alphabet Inc. | +921 | – | $313.82K | 2.86% |
| AMD Advanced Micro Devices Inc | +341 | – | $208.61K | 1.9% |
| AMZN Amazon Com Inc | +336 | +36.4% | $83.71K | 2.86% |
| MSFT Microsoft Corp | +108 | +17.4% | $55.39K | 3.4% |
| META Meta Platforms, Inc. | +39 | +7.4% | $28.28K | 3.72% |
| NVDA Nvidia Corp | +78 | +1.8% | $17.81K | 9.03% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 15.7K | $5.24M | 47.7% | -2,146 | -12.0% | Reduced | 0% |
| 2 | TSLA Tesla, Inc. | Consumer Discretionary | 6,050 | $2.15M | 19.53% | -109 | -1.8% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 4,344 | $992.08K | 9.03% | +78 | +1.8% | Added | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,345 | $669.74K | 6.09% | +900 | +202.2% | Added | 0% |
| 5 | META Meta Platforms, Inc. | Technology | 564 | $409.00K | 3.72% | +39 | +7.4% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 728 | $373.39K | 3.4% | +108 | +17.4% | Added | 0% |
| 7 | T At&T Inc. | Communication Services | 13.1K | $320.03K | 2.91% | 0 | 0.0% | Unchanged | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 1,260 | $313.93K | 2.86% | +336 | +36.4% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 921 | $313.82K | 2.86% | +921 | – | New | 0% |
| 10 | AMD Advanced Micro Devices Inc | Technology | 341 | $208.61K | 1.9% | +341 | – | New | 0% |
Tip. Select a row to see that position’s full history at Arnold Financial Planning.
As of its Q3 2026 13F filing, Arnold Financial Planning LLC’s five largest positions were Apple Inc. (AAPL) at 47.7%, Tesla, Inc. (TSLA) at 19.5%, Nvidia Corp (NVDA) at 9.0%, Berkshire Hathaway Inc (BRK-B) at 6.1%, Meta Platforms, Inc. (META) at 3.7% of the reported portfolio.
Arnold Financial Planning LLC reported a 13F portfolio worth $10.99M across 10 positions for Q3 2026. That is up 11.4% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($448.16K), Alphabet Inc. ($313.82K), Advanced Micro Devices Inc ($208.61K). It opened 2 new positions.
Its largest sales by value were Apple Inc. ($714.66K), Tesla, Inc. ($38.67K). It exited 0 positions entirely.
From the Form 13F-HR reports Arnold Financial Planning LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.