Golden Bell Financial Planning LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Golden Bell Financial Planning LLC reported 35 stock positions worth $115.1 million. Its top holding was Vanguard Total Bond Market (BND) at 19.0% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 9.2%) and Schwab U.S. Tips ETF (SCHP, 8.5%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 16 and reduced 13. The biggest buy was Vanguard Total Bond Market (BND, shares +15%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002044309
- Portfolio Value
- $115.1M (Q3 2025)
- SEC Filing
- 0002044309-25-000007 ↗ filed Nov 4, 2025
Holdings Value
Holdings 35 stocks · $115.1M
| BND Vanguard Total Bond Market | 19.04% | 294,630 | $21.9M | Add +15.3% |
| BNDX Vanguard Total Intl Bond ETF | 9.23% | 214,845 | $10.6M | Add +6.3% |
| SCHP Schwab U.S. Tips ETF | 8.53% | 364,041 | $9.8M | Add +8.5% |
| AVES Avantis Emerging Markets Val | 7.36% | 147,613 | $8.5M | Reduce -4.2% |
| AVIV Avantis Intl LRG Cap Val ETF | 6.72% | 114,617 | $7.7M | Add +0.3% |
| DFLV Dim US Large Cap Value ETF | 6.36% | 222,416 | $7.3M | Add +7.4% |
| AVUV Avantis US Small Cap Value | 5.44% | 62,951 | $6.3M | Add +2.0% |
| AGG iShares Core U.S. Aggregate | 5.03% | 57,768 | $5.8M | Reduce -4.1% |
| AVDV Avantis Intl S/C Value ETF | 4.94% | 63,886 | $5.7M | Reduce -6.5% |
| VCIT Vanguard Int-Term Corporate | 4.64% | 63,500 | $5.3M | Add +4.4% |
| SCHV Schwab US Large-Cap Value | 3.94% | 155,570 | $4.5M | Reduce -3.4% |
| DISV Dimensional International SM | 2.57% | 82,985 | $3.0M | Add +5.7% |
| TIP iShares Tips Bond ETF | 2.07% | 21,406 | $2.4M | Add +2.1% |
| DFEV Dimensional Emrg MRKT Val | 2.03% | 73,400 | $2.3M | Add +10.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.67% | 38,386 | $1.9M | Add +3.5% |
| ROUS Hartford Multifact US Eqty | 1.49% | 29,733 | $1.7M | Reduce -1.6% |
| VSS Vanguard Ftse All Wo X-US SC | 1.19% | 9,586 | $1.4M | Reduce -0.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.96% | 3,607 | $1.1M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 18,400 | $1.1M | Reduce -10.1% |
| VWO Vanguard Ftse Emerging Marke | 0.86% | 18,309 | $992K | Reduce -11.5% |
| DFSV Dimensional US Small Cap Val | 0.64% | 23,173 | $738K | Add +6.6% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.56% | 14,205 | $645K | Reduce -17.2% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.48% | 12,433 | $553K | Reduce -14.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.40% | 918 | $462K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 1,735 | $441K | Add +5.2% |
| DFIV Dimensional International Va | 0.35% | 8,819 | $407K | Reduce -4.3% |
| SCMB Schwab Municipal Bond ETF | 0.35% | 15,513 | $397K | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 934 | $307K | Add +12.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 448 | $298K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.25% | 8,111 | $293K | No change |
| VOO Vanguard S&P 500 ETF | 0.25% | 475 | $291K | New |
| ROSC Hartford Multifact Small Cap | 0.20% | 5,055 | $230K | Reduce -4.8% |
| SCHA Schwab US Small-Cap ETF | 0.20% | 8,045 | $224K | No change |
| VTIP Vanguard Short-Term Tips | 0.19% | 4,289 | $217K | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 1,096 | $204K | New |
Portfolio Sells Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | Reduce -4.1% | 5.03% | −0.60 |
| AVES Avantis Emerging Markets Val | Reduce -4.2% | 7.36% | −0.41 |
| SCHV Schwab US Large-Cap Value | Reduce -3.4% | 3.94% | −0.26 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.21 |
| AVDV Avantis Intl S/C Value ETF | Reduce -6.5% | 4.94% | −0.16 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.1% | 0.96% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Reduce -11.5% | 0.86% | −0.10 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -14.9% | 0.48% | −0.10 |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | Reduce -17.2% | 0.56% | −0.10 |
| ROUS Hartford Multifact US Eqty | Reduce -1.6% | 1.49% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -0.8% | 1.19% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.7% | 0.96% | −0.02 |
| DFIV Dimensional International Va | Reduce -4.3% | 0.35% | −0.02 |
| ROSC Hartford Multifact Small Cap | Reduce -4.8% | 0.20% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| BND Vanguard Total Bond Market | Add +15.3% | 19.04% | +1.31 |
| DFLV Dim US Large Cap Value ETF | Add +7.4% | 6.36% | +0.31 |
| VOO Vanguard S&P 500 ETF | New | 0.25% | +0.25 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.18% | +0.18 |
| DFEV Dimensional Emrg MRKT Val | Add +10.3% | 2.03% | +0.15 |
| AVUV Avantis US Small Cap Value | Add +2.0% | 5.44% | +0.15 |
| DISV Dimensional International SM | Add +5.7% | 2.57% | +0.14 |
| SCHP Schwab U.S. Tips ETF | Add +8.5% | 8.53% | +0.10 |
| DFSV Dimensional US Small Cap Val | Add +6.6% | 0.64% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.4% | 0.27% | +0.03 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +0.3% | 6.72% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.2% | 0.38% | +0.02 |
| VTIP Vanguard Short-Term Tips | Add +0.8% | 0.19% | −0.01 |
| SCMB Schwab Municipal Bond ETF | Add +0.4% | 0.35% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +3.5% | 1.67% | −0.04 |
| TIP iShares Tips Bond ETF | Add +2.1% | 2.07% | −0.10 |
| VCIT Vanguard Int-Term Corporate | Add +4.4% | 4.64% | −0.11 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.3% | 9.23% | −0.19 |
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 |