Golden Bell Financial Planning LLC
CIK 2044309 · View on SEC EDGAR ↗
- Portfolio value
- $136.0M
- Positions
- 41
- As of
- June 30, 2026
#7,690 of 9,443 by 13F value · top 81.4%
Portfolio value QoQ: +8.4% 13F does not disclose cash
- Top 10 holdings weight
- 76.16%
- Top 25 holdings weight
- 96.24%
- Positions above 1%
- 16
- Effective number of positions
- 12.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.0% Est. buys $5,985,757 · sells $1,312,709
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 97.6% still held
- New positions
- 4
- Increased
- 15
- Decreased
- 16
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Other/Unmapped
100.0%
Full portfolio 41 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | $25,186,414 | 18.52% | 343,092 | $2,188,243 | Up ×6 | ||
| BNDX Vanguard Total International Bond ETF | $12,157,825 | 8.94% | 251,039 | $709,714 | Up ×4 | ||
| SCHP | $11,394,356 | 8.38% | 429,976 | $705,101 | Up ×4 | ||
| DFLV | $11,188,086 | 8.23% | 282,956 | $1,354,975 | Up ×6 | ||
| AVIV | $9,308,749 | 6.84% | 120,237 | $420,816 | Up ×4 | ||
| AVUV | $8,516,082 | 6.26% | 68,260 | $887,387 | Down ×1 | ||
| AVES | $8,309,197 | 6.11% | 126,665 | $242,855 | Down ×6 | ||
| AVDV | $5,973,895 | 4.39% | 57,971 | $2,611 | Down ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5,836,667 | 4.29% | 70,619 | $182,849 | Up ×4 | ||
| AGG | $5,710,552 | 4.20% | 57,694 | $-85,228 | Down ×1 | ||
| SCHV | $5,139,140 | 3.78% | 147,634 | $586,405 | Down ×6 | ||
| DISV | $3,833,458 | 2.82% | 95,526 | $334,972 | Up ×4 | ||
| DFEV | $3,693,056 | 2.72% | 86,555 | $641,281 | Up ×4 | ||
| TIP | $2,330,761 | 1.71% | 21,299 | $-11,090 | Up ×1 | ||
| VTEB | $2,295,624 | 1.69% | 45,386 | $216,209 | Up ×1 | ||
| ROUS | $1,949,343 | 1.43% | 28,922 | $219,530 | Down ×6 | ||
| VSS | $1,348,495 | 0.99% | 8,740 | $6,935 | Down ×6 | ||
| VEA | $1,195,857 | 0.88% | 16,784 | $68,063 | Down ×5 | ||
| VV | $1,098,929 | 0.81% | 3,195 | $107,924 | Down ×4 | ||
| VWO | $1,067,059 | 0.78% | 17,877 | $77,800 | Down ×2 | ||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $792,213 | 0.58% | 14,205 | $140,630 | |||
| DFSV | $776,809 | 0.57% | 20,026 | $3,126 | Down ×3 | ||
| CPAG F/m Compoundr U.S. Aggregate Bond ETF | $766,912 | 0.56% | 7,472 | $3,148 | |||
| FNDC | $524,077 | 0.39% | 10,792 | $-37,869 | Down ×6 | ||
| VB | $498,936 | 0.37% | 1,646 | $67,816 | |||
| DFIV | $493,581 | 0.36% | 9,137 | $11,700 | Up ×1 | ||
| SCMB | $466,748 | 0.34% | 18,077 | $8,923 | Up ×6 | ||
| BRKB | $459,358 | 0.34% | 918 | $19,452 | |||
| DFCF | $418,639 | 0.31% | 9,918 | Up ×1 | |||
| SPY SPY | $333,806 | 0.25% | 447 | $42,454 | Down ×1 | ||
| FNDE | $318,988 | 0.23% | 8,039 | $8,661 | Down ×1 | ||
| VOO | $311,125 | 0.23% | 453 | $40,435 | |||
| IAGG | $310,330 | 0.23% | 6,133 | ||||
| SCHA | $290,666 | 0.21% | 8,045 | $56,717 | |||
| VTI | $268,279 | 0.20% | 725 | $35,050 | Down ×1 | ||
| VLUE | $254,958 | 0.19% | 1,276 | Up ×1 | |||
| VT | $251,933 | 0.19% | 1,605 | $43,243 | Up ×1 | ||
| VTV | $242,951 | 0.18% | 1,115 | $25,106 | Up ×3 | ||
| ROSC | $242,784 | 0.18% | 4,340 | $18,898 | Down ×1 | ||
| IJR | $226,914 | 0.17% | 1,530 | Up ×1 | |||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $221,471 | 0.16% | 4,409 | $1,335 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| BND | $25,186,414 | 18.52% | up ×6 |
| BNDX | $12,157,825 | 8.94% | up ×4 |
| SCHP | $11,394,356 | 8.38% | up ×4 |
| DFLV | $11,188,086 | 8.23% | up ×6 |
| AVIV | $9,308,749 | 6.84% | up ×4 |
| VCIT | $5,836,667 | 4.29% | up ×4 |
| DISV | $3,833,458 | 2.82% | up ×4 |
| DFEV | $3,693,056 | 2.72% | up ×4 |
| SCMB | $466,748 | 0.34% | up ×6 |
| VTV | $242,951 | 0.18% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| DFCF | $418,639 | 9,918 | 0.31% |
| IAGG | $310,330 | 6,133 | 0.23% |
| VLUE | $254,958 | 1,276 | 0.19% |
| IJR | $226,914 | 1,530 | 0.17% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BND | Bought more | +31K | +$2.2M |
| DFLV | Bought more | +8K | +$1.4M |
| AVUV | Trimmed | -797 | +$887K |
| BNDX | Bought more | +13K | +$710K |
| SCHP | Bought more | +28K | +$705K |
| DFEV | Bought more | +1K | +$641K |
| SCHV | Trimmed | -2K | +$586K |
| AVIV | Bought more | +1K | +$421K |
| DISV | Bought more | +7K | +$335K |
| AVES | Trimmed | -8K | +$243K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| PRF | June 30, 2025 | 6,875 | $277,819 | No longer tracked |
| IAGG | Sept. 30, 2025 | 4,398 | $224,694 | No longer tracked |
| SCHA | March 31, 2025 | 8,520 | $220,327 | No longer tracked |