🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →
S&P 500: 774.83 +0.7% NASDAQ 100: 756.20 +0.9% Dow Jones: 534.08 -0.5%

Golden Bell Financial Planning - Q1 2026 13F Filings

GO

Golden Bell Financial Planning LLC

CIK: 0002044309
Address: Georgia Alpharetta 44 Milton Ave #1068
$125.45 M
Portfolio Value
37
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BND Vanguard Total Bond Market Etf
+$1.23 M
2. SCHP Schwab Us Tips Etf
+$599,709.09
3. BNDX Vanguard Total International Bond Etf
+$541,908.2
4. DFLV Dimensional Us Large Cap Value Etf
+$509,831.95
5. VCIT Vanguard Intermediate-Term Corporate Bond Etf
+$247,505.56

Top Sells

Q1 2026
1. AVES Avantis Emerging Markets Value Etf
−$582,105.3
2. AVDV Avantis International Small Cap Value Etf
−$191,430.2
3. SCHV Schwab Us Large-Cap Value Etf
−$100,619.5
4. VTEB Vanguard Tax-Exempt Bond Etf
−$35,621.46
5. VSS Vanguard Ftse All-World Ex-Us Small-Cap Etf
−$28,720.64

Asset Allocation

Stocks/ETFs
+4.43%
$125.45 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Golden Bell Financial Planning Q1 2026 Filing Summary

Golden Bell Financial Planning LLC filed its 13F report for Q1 2026 on May 05, 2026. The portfolio totaled 125.45 M reflecting a +4.43% change from the prior quarter, spanning 37 assets. The top 10 holdings comprised 77.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 0 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Golden Bell Financial Planning’s Q1 2026 Filing

Golden Bell Financial Planning submitted their Form 13F-HR for the Q1 2026 period on 05/05/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Golden Bell Financial Planning reported a managed portfolio value of 125.45 M, consisting of 37 individual positions.

This page displays the raw filing documents. To see which stocks Golden Bell Financial Planning bought or sold during Q1 2026, please visit Golden Bell Financial Planning's Portfolio Analysis page.