Q2 2026 13F · SEC CIK 2044309

Golden Bell Financial Planning LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $136.0M
Reported positions: 41
Holdings vs S&P 500, 3 yrs: —
Assets under management: $208.6M

Golden Bell Financial Planning LLC is a wealth manager that reported 41 positions worth $136.0M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Vanguard Bd Index Fds (BND, 18.5%), Vanguard Charlotte Fds (BNDX, 8.9%), Schwab Strategic Tr (SCHP, 8.4%).

Golden Bell Financial Planning LLC holdings all 41 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Golden Bell Financial Planning LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BNDVanguard Bd Index Fds	18.5%	18.3%	343,092	+9.9%	$25.2M
BNDXVanguard Charlotte Fds	8.9%	9.1%	251,039	+5.4%	$12.2M
SCHPSchwab Strategic Tr	8.4%	8.5%	429,976	+7.0%	$11.4M
DFLVDimensional ETF Trust	8.2%	7.8%	282,956	+2.8%	$11.2M
AVIVAmerican Centy ETF Tr	6.8%	7.1%	120,237	+1.2%	$9.3M
AVUVAmerican Centy ETF Tr	6.3%	6.1%	68,260	-1.2%	$8.5M
AVESAmerican Centy ETF Tr	6.1%	6.4%	126,665	-5.8%	$8.3M
AVDVAmerican Centy ETF Tr	4.4%	4.8%	57,971	-3.1%	$6.0M
VCITVanguard Scottsdale Fds	4.3%	4.5%	70,619	+3.4%	$5.8M
AGGIshares Tr	4.2%	4.6%	57,694	-1.2%	$5.7M
SCHVSchwab Strategic Tr	3.8%	3.6%	147,634	-1.1%	$5.1M
DISVDimensional ETF Trust	2.8%	2.8%	95,526	+7.7%	$3.8M
DFEVDimensional ETF Trust	2.7%	2.4%	86,555	+1.5%	$3.7M
TIPIshares Tr	1.7%	1.9%	21,299	+0.4%	$2.3M
VTEBVanguard Mun Bd Fds	1.7%	1.7%	45,386	+8.9%	$2.3M
ROUSLattice Strategies Tr	1.4%	1.4%	28,922	-1.3%	$1.9M
VSSVanguard Intl Equity Index F	1.0%	1.1%	8,740	-5.0%	$1.3M
VEAVanguard Ftse Developed Markets Index Fu	0.9%	0.9%	16,784	-4.6%	$1.2M
VVVanguard Index Fds	0.8%	0.8%	3,195	-3.6%	$1.1M
VWOVanguard Intl Equity Index F	0.8%	0.8%	17,877	-2.3%	$1.1M
PRFZInvesco Rafi US 1500 Small-Mid ETF	0.6%	0.5%	14,205	+0.0%	$792K
DFSVDimensional US Small Cap	0.6%	0.6%	20,026	-9.3%	$777K
CPAGRbb Fd Inc	0.6%	0.6%	7,472	+0.0%	$767K
FNDCSchwab Strategic Tr	0.4%	0.4%	10,792	-11.0%	$524K
VBVanguard Index Fds	0.4%	0.3%	1,646	+0.0%	$499K
DFIVDimensional ETF Trust	0.4%	0.4%	9,137	+0.1%	$494K
SCMBSchwab Strategic Tr	0.3%	0.4%	18,077	+0.6%	$467K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	918	+0.0%	$459K
DFCFDimensional ETF Trust	0.3%	New	9,918	—	$419K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	447	-0.2%	$334K
FNDESchwab Strategic Tr	0.2%	0.2%	8,039	-0.9%	$319K
VOOVanguard Index Fds	0.2%	0.2%	453	+0.0%	$311K
IAGGIshares Tr	0.2%	New	6,133	—	$310K
SCHASchwab Strategic Tr	0.2%	0.2%	8,045	+0.0%	$291K
VTIVanguard Index Fds	0.2%	0.2%	725	-0.3%	$268K
VLUEIshares Tr	0.2%	New	1,276	—	$255K
VTVanguard Intl Equity Index F	0.2%	0.2%	1,605	+6.4%	$252K
VTVVanguard Index Fds	0.2%	0.2%	1,115	+0.5%	$243K
ROSCLattice Strategies Tr	0.2%	0.2%	4,340	-6.4%	$243K
IJRIshares Tr	0.2%	New	1,530	—	$227K
VTIPVanguard Malvern Fds	0.2%	0.2%	4,409	+0.0%	$221K

What Golden Bell Financial Planning LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +11.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$136.0M	41
Q1 2026	$125.4M	37
Q4 2025	$120.1M	36
Q3 2025	$115.1M	35
Q2 2025	$106.2M	34
Q1 2025	$103.0M	34
Q4 2024	$99.5M	34

Questions about Golden Bell Financial Planning LLC's portfolio

What stocks does Golden Bell Financial Planning LLC own?

Golden Bell Financial Planning LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 41 positions worth $136.0M. The largest are Vanguard Bd Index Fds (BND) at 18.5%, Vanguard Charlotte Fds (BNDX) at 8.9%, Schwab Strategic Tr (SCHP) at 8.4%, Dimensional ETF Trust (DFLV) at 8.2% and American Centy ETF Tr (AVIV) at 6.8%.

What did Golden Bell Financial Planning LLC buy last quarter?

In Q2 2026, Golden Bell Financial Planning LLC added a new position in Dimensional ETF Trust (DFCF), a new position in Ishares Tr (IAGG), a new position in Ishares Tr (VLUE), a new position in Ishares Tr (IJR), Vanguard Bd Index Fds (BND) (+9.9% shares), Vanguard Mun Bd Fds (VTEB) (+8.9% shares) and Dimensional ETF Trust (DISV) (+7.7% shares), compared with its Q1 2026 filing.

What did Golden Bell Financial Planning LLC sell last quarter?

In Q2 2026, Golden Bell Financial Planning LLC Schwab Strategic Tr (FNDC) (-11.0% shares), Dimensional US Small Cap (DFSV) (-9.3% shares) and Lattice Strategies Tr (ROSC) (-6.4% shares), compared with its Q1 2026 filing.

When is Golden Bell Financial Planning LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Golden Bell Financial Planning LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Golden Bell Financial Planning LLC manage?

Golden Bell Financial Planning LLC reported $208.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $136.0M.