13F holdings · Q3 2026

Golden Bell Financial Planning

Alpharetta, GA · files as Golden Bell Financial Planning LLC

Filed Nov 2, 3:47 PM ET

Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 2044309

Golden Bell Financial Planning reported 40 stocks worth $135M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BND (18.6%), BNDX (8.7%) and DFLV (8.6%). Compared with Q2 2026, the fund added to BND, BNDX and DFLV and trimmed AVES, AVUV and AVDV.

Reported value$135M−0.7% vs last quarter

Stocks held400 new · 1 sold out

Top 5 weight51.7%fairly concentrated

Turnover3%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	BND Vanguard BD Index Fds	$25.1M	18.6%	358K	+15K (+4%)		8 of 8
2	BNDX Vanguard Total	$11.8M	8.7%	252K	+615 (+0%)		8 of 8
3	DFLV Dimensional ETF Trust	$11.7M	8.6%	290K	+7,411 (+3%)		8 of 8
4	SCHP Schwab US Tips ETF	$11.5M	8.5%	456K	+26K (+6%)		8 of 8
5	AVIV American Centy ETF TR	$9.7M	7.2%	122K	+1,911 (+2%)		8 of 8
6	AVES American Centy ETF TR	$8.1M	6.0%	125K	−1,988 (−2%)		8 of 8
7	AVUV American Centy ETF TR	$7.9M	5.9%	67K	−836 (−1%)		8 of 8
8	AVDV Avantis International Small Cap Value ETF	$6.3M	4.7%	58K	−163 (−0%)		8 of 8
9	VCIT Vanguard Scottsdale Fds	$5.7M	4.2%	73K	+2,130 (+3%)		8 of 8
10	AGG Ishares TR	$5.5M	4.1%	58K	+248 (+0%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 30 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
DIMENSIONAL ETF TRUST	$777K	20K

Reported value

last 8 quarters

$99.5MQ4 '24

$103MQ1 '25

$106MQ2 '25

$115MQ3 '25

$120MQ4 '25

$125MQ1 '26

$136MQ2 '26

$135MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Nov 2, 2026	13F-HR	Q3 2026	SEC filing ↗

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Golden Bell Financial Planning 13F FAQ

What does Golden Bell Financial Planning own?

Golden Bell Financial Planning reported 40 stocks worth $135M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are BND (18.6%), BNDX (8.7%) and DFLV (8.6%). The table above lists every position in the filing (the top 10 without an account).

What did Golden Bell Financial Planning buy and sell in Q3 2026?

Compared with Q2 2026: 0 new positions, 16 added to, 11 trimmed and 1 sold out.

When will Golden Bell Financial Planning file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Golden Bell Financial Planning's portfolio worth?

The Q3 2026 filing reports $135M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.