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Golden Bell Financial Planning - Q4 2025 13F Filings

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Golden Bell Financial Planning LLC

CIK: 0002044309
Address: Georgia Alpharetta 44 Milton Ave #1068
$120.13 M
Portfolio Value
36
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. DFLV Dimensional Us Large Cap Value Etf
+$1.32 M
2. CPAG F/M Compoundr Us Aggregate Bond Etf
+$763,691
3. BNDX Vanguard Total International Bond Etf
+$586,169.85
4. AVUV Avantis Us Small Cap Value Etf
+$434,332.83
5. SCHP Schwab Us Tips Etf
+$400,607.94

Top Sells

Q4 2025
1. AVDV Avantis International Small Cap Value Etf
−$204,101.2
2. AVES Avantis Emerging Markets Value Etf
−$199,653.43
3. SCHV Schwab Us Large-Cap Value Etf
−$88,859.61
4. VV Vanguard Large-Cap Etf
−$81,841.12
5. VTI Vanguard Total Stock Market Etf
−$69,400.81

Asset Allocation

Stocks/ETFs
+4.59%
$120.13 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Golden Bell Financial Planning Q4 2025 Filing Summary

Golden Bell Financial Planning LLC filed its 13F report for Q4 2025 on February 03, 2026. The portfolio totaled 120.13 M reflecting a +4.39% change from the prior quarter, spanning 36 assets. The top 10 holdings comprised 77.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Golden Bell Financial Planning’s Q4 2025 Filing

Golden Bell Financial Planning submitted their Form 13F-HR for the Q4 2025 period on 02/03/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Golden Bell Financial Planning reported a managed portfolio value of 120.13 M, consisting of 36 individual positions.

This page displays the raw filing documents. To see which stocks Golden Bell Financial Planning bought or sold during Q4 2025, please visit Golden Bell Financial Planning's Portfolio Analysis page.