Golden Bell Financial Planning LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Golden Bell Financial Planning LLC reported 41 stock positions worth $136.0 million. Its top holding was Vanguard Total Bond Market (BND) at 18.5% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 8.9%) and Schwab U.S. Tips ETF (SCHP, 8.4%). Compared with Q1 2026, it opened 4 new positions, added to 15 and reduced 16. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +3%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002044309
- Portfolio Value
- $136.0M (Q2 2026)
- SEC Filing
- 0002044309-26-000006 ↗ filed Jul 31, 2026
Holdings Value
Holdings 41 stocks · $136.0M
| BND Vanguard Total Bond Market | 18.52% | 343,092 | $25.2M | Add +9.9% |
| BNDX Vanguard Total Intl Bond ETF | 8.94% | 251,039 | $12.2M | Add +5.4% |
| SCHP Schwab U.S. Tips ETF | 8.38% | 429,976 | $11.4M | Add +7.0% |
| DFLV Dim US Large Cap Value ETF | 8.23% | 282,956 | $11.2M | Add +2.8% |
| AVIV Avantis Intl LRG Cap Val ETF | 6.84% | 120,237 | $9.3M | Add +1.2% |
| AVUV Avantis US Small Cap Value | 6.26% | 68,260 | $8.5M | Reduce -1.1% |
| AVES Avantis Emerging Markets Val | 6.11% | 126,665 | $8.3M | Reduce -5.8% |
| AVDV Avantis Intl S/C Value ETF | 4.39% | 57,971 | $6.0M | Reduce -3.0% |
| VCIT Vanguard Int-Term Corporate | 4.29% | 70,619 | $5.8M | Add +3.4% |
| AGG iShares Core U.S. Aggregate | 4.20% | 57,694 | $5.7M | Reduce -1.2% |
| SCHV Schwab US Large-Cap Value | 3.78% | 147,634 | $5.1M | Reduce -1.1% |
| DISV Dimensional International SM | 2.82% | 95,526 | $3.8M | Add +7.7% |
| DFEV Dimensional Emrg MRKT Val | 2.72% | 86,555 | $3.7M | Add +1.5% |
| TIP iShares Tips Bond ETF | 1.71% | 21,299 | $2.3M | Add +0.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.69% | 45,386 | $2.3M | Add +8.9% |
| ROUS Hartford Multifact US Eqty | 1.43% | 28,922 | $1.9M | Reduce -1.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.99% | 8,740 | $1.3M | Reduce -5.0% |
| VEA Vanguard Ftse Developed ETF | 0.88% | 16,784 | $1.2M | Reduce -4.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.81% | 3,195 | $1.1M | Reduce -3.6% |
| VWO Vanguard Ftse Emerging Marke | 0.78% | 17,877 | $1.1M | Reduce -2.3% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.58% | 14,205 | $792K | No change |
| DFSV Dimensional US Small Cap Val | 0.57% | 20,026 | $777K | Reduce -9.3% |
| CPAG F/M Com US Agg Bond ETF | 0.56% | 7,472 | $767K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.39% | 10,792 | $524K | Reduce -11.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 1,646 | $499K | No change |
| DFIV Dimensional International Va | 0.36% | 9,137 | $494K | Add +0.1% |
| SCMB Schwab Municipal Bond ETF | 0.34% | 18,077 | $467K | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 918 | $459K | No change |
| DFCF Dimensional Core Fixed Inc. | 0.31% | 9,918 | $419K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 447 | $334K | Reduce -0.2% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.23% | 8,039 | $319K | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.23% | 453 | $311K | No change |
| IAGG iShares Intl Aggregate Bond | 0.23% | 6,133 | $310K | New |
| SCHA Schwab US Small-Cap ETF | 0.21% | 8,045 | $291K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 725 | $268K | Reduce -0.3% |
| VLUE iShares MSCI USA Value Facto | 0.19% | 1,276 | $255K | New |
| VT Vanguard Tot World STK ETF | 0.19% | 1,605 | $252K | Add +6.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 1,115 | $243K | Add +0.5% |
| ROSC Hartford Multifact Small Cap | 0.18% | 4,340 | $243K | Reduce -6.4% |
| IJR iShares Core S&P Small-Cap E | 0.17% | 1,530 | $227K | New |
| VTIP Vanguard Short-Term Tips | 0.16% | 4,409 | $221K | Add +0.1% |
Portfolio Sells Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | Reduce -1.2% | 4.20% | −0.42 |
| AVDV Avantis Intl S/C Value ETF | Reduce -3.0% | 4.39% | −0.37 |
| AVES Avantis Emerging Markets Val | Reduce -5.8% | 6.11% | −0.32 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -5.0% | 0.99% | −0.08 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -11.0% | 0.39% | −0.06 |
| DFSV Dimensional US Small Cap Val | Reduce -9.3% | 0.57% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.6% | 0.88% | −0.02 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Reduce -0.9% | 0.23% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.3% | 0.78% | −0.00 |
| ROSC Hartford Multifact Small Cap | Reduce -6.4% | 0.18% | 0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 0.20% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.25% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.6% | 0.81% | +0.02 |
| ROUS Hartford Multifact US Eqty | Reduce -1.3% | 1.43% | +0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -1.1% | 3.78% | +0.15 |
| AVUV Avantis US Small Cap Value | Reduce -1.1% | 6.26% | +0.18 |
Portfolio Buys Q1 2026 → Q2 2026
| DFLV Dim US Large Cap Value ETF | Add +2.8% | 8.23% | +0.39 |
| DFCF Dimensional Core Fixed Inc. | New | 0.31% | +0.31 |
| DFEV Dimensional Emrg MRKT Val | Add +1.5% | 2.72% | +0.28 |
| IAGG iShares Intl Aggregate Bond | New | 0.23% | +0.23 |
| VLUE iShares MSCI USA Value Facto | New | 0.19% | +0.19 |
| BND Vanguard Total Bond Market | Add +9.9% | 18.52% | +0.19 |
| IJR iShares Core S&P Small-Cap E | New | 0.17% | +0.17 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +8.9% | 1.69% | +0.03 |
| DISV Dimensional International SM | Add +7.7% | 2.82% | +0.03 |
| VT Vanguard Tot World STK ETF | Add +6.4% | 0.19% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.18% | +0.01 |
| VTIP Vanguard Short-Term Tips | Add +0.1% | 0.16% | −0.01 |
| DFIV Dimensional International Va | Add +0.1% | 0.36% | −0.02 |
| SCMB Schwab Municipal Bond ETF | Add +0.6% | 0.34% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Add +7.0% | 8.38% | −0.14 |
| TIP iShares Tips Bond ETF | Add +0.4% | 1.71% | −0.15 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.4% | 8.94% | −0.19 |
| VCIT Vanguard Int-Term Corporate | Add +3.4% | 4.29% | −0.22 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +1.2% | 6.84% | −0.24 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 41 | $136.0M | BND, BNDX, SCHP, DFLV, AVIV |
| Q1 2026 | 37 | $125.4M | BND, BNDX, SCHP, DFLV, AVIV |
| Q4 2025 | 36 | $120.1M | BND, BNDX, SCHP, DFLV, AVES |
| Q3 2025 | 35 | $115.1M | BND, BNDX, SCHP, AVES, AVIV |
| Q2 2025 | 34 | $106.2M | BND, BNDX, SCHP, AVES, AVIV |
| Q1 2025 | 34 | $103.0M | BND, BNDX, SCHP, AVES, AVIV |
| Q4 2024 | 34 | $99.5M | BND, BNDX, SCHP, AVES, AGG |