Golden Bell Financial Planning LLC (CIK: 0002044309) is a financial institution headquartered at 44 Milton Ave #1068, , Alpharetta, Georgia 30009. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $136.01 M, comprising 41 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 76.2%. Quarterly turnover: 1.0%. ▲ 4 new, +15 added, −16 reduced, ×0 exited.

Top Buys

Q2 2026

1. BND Vanguard Total Bond Market Etf

+$2.26 M

2. SCHP Schwab Us Tips Etf

+$749,286.97

3. BNDX Vanguard Total International Bond Etf

+$619,177.87

4. DFCF Dimensional Core Fixed Income Etf

+$418,639

5. IAGG Ishares Core International Aggregate Bond Etf

+$310,330

Top Sells

Q2 2026

1. AVES Avantis Emerging Markets Value Etf

−$512,924.73

2. AVDV Avantis International Small Cap Value Etf

−$188,168.78

3. AVUV Avantis Us Small Cap Value Etf

−$99,433.3

4. DFSV Dimensional Us Small Cap Value Etf

−$79,674.71

5. VSS Vanguard Ftse All-World Ex-Us Small-Cap Etf

−$71,282

Stocks/ETFs

+8.42%

$136.01 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard Total Bond Market Etf ETF-BND	343,092	$25.19 M	18.52%	▲ 30,787	Add 9.9%
Vanguard Total International Bond Etf ETF-BNDX	251,039	$12.16 M	8.94%	▲ 12,785	Add 5.4%
Schwab Us Tips Etf ETF-SCHP	429,976	$11.39 M	8.38%	▲ 28,275	Add 7.0%
Dimensional Us Large Cap Value Etf ETF-DFLV	282,956	$11.19 M	8.23%	▲ 7,596	Add 2.8%
Avantis International Large Cap Value Etf ETF-AVIV	120,237	$9.31 M	6.84%	▲ 1,462	Add 1.2%
Avantis Us Small Cap Value Etf ETF-AVUV	68,260	$8.52 M	6.26%	▼ 797	Reduce -1.2%
Avantis Emerging Markets Value Etf ETF-AVES	126,665	$8.31 M	6.11%	▼ 7,819	Reduce -5.8%
Avantis International Small Cap Value Etf ETF-AVDV	57,971	$5.97 M	4.39%	▼ 1,826	Reduce -3.1%
Vanguard Intermediate-Term Corporate Bond Etf ETF-VCIT	70,619	$5.84 M	4.29%	▲ 2,295	Add 3.4%
Ishares Core Us Aggregate Bond Etf ETF-AGG	57,694	$5.71 M	4.20%	▼ 690	Reduce -1.2%

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Golden Bell Financial Planning LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Golden Bell Financial Planning LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Golden Bell Financial Planning LLC Quarterly 13F Statistics

Discover detailed insights into Golden Bell Financial Planning LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Golden Bell Financial Planning LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Golden Bell Financial Planning LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Golden Bell Financial Planning LLC 13F Filings, Portfolio & Analysis

Golden Bell Financial Planning LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Golden Bell Financial Planning LLC's Portfolio

Golden Bell Financial Planning LLC Quarterly 13F Statistics

Golden Bell Financial Planning LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)