Golden Bell Financial Planning LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Golden Bell Financial Planning LLC reported 36 stock positions worth $120.1 million. Its top holding was Vanguard Total Bond Market (BND) at 18.2% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 9.1%) and Schwab U.S. Tips ETF (SCHP, 8.4%). Compared with Q3 2025, it opened 1 new position, added to 16 and reduced 13. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +17%) and the biggest sale Avantis Emerging Markets Val (AVES, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002044309
- Portfolio Value
- $120.1M (Q4 2025)
- SEC Filing
- 0002044309-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 36 stocks · $120.1M
| BND Vanguard Total Bond Market | 18.23% | 295,605 | $21.9M | Add +0.3% |
| BNDX Vanguard Total Intl Bond ETF | 9.13% | 226,976 | $11.0M | Add +5.7% |
| SCHP Schwab U.S. Tips ETF | 8.36% | 379,164 | $10.0M | Add +4.2% |
| DFLV Dim US Large Cap Value ETF | 7.44% | 261,083 | $8.9M | Add +17.4% |
| AVES Avantis Emerging Markets Val | 7.00% | 144,189 | $8.4M | Reduce -2.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 6.93% | 116,867 | $8.3M | Add +2.0% |
| AVUV Avantis US Small Cap Value | 5.71% | 67,210 | $6.9M | Add +6.8% |
| AGG iShares Core U.S. Aggregate | 4.84% | 58,213 | $5.8M | Add +0.8% |
| AVDV Avantis Intl S/C Value ETF | 4.83% | 61,714 | $5.8M | Reduce -3.4% |
| VCIT Vanguard Int-Term Corporate | 4.55% | 65,333 | $5.5M | Add +2.9% |
| SCHV Schwab US Large-Cap Value | 3.76% | 152,569 | $4.5M | Reduce -1.9% |
| DISV Dimensional International SM | 2.68% | 84,747 | $3.2M | Add +2.1% |
| DFEV Dimensional Emrg MRKT Val | 2.24% | 79,793 | $2.7M | Add +8.7% |
| TIP iShares Tips Bond ETF | 1.95% | 21,288 | $2.3M | Reduce -0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.77% | 42,394 | $2.1M | Add +10.4% |
| ROUS Hartford Multifact US Eqty | 1.41% | 29,425 | $1.7M | Reduce -1.0% |
| VSS Vanguard Ftse All Wo X-US SC | 1.12% | 9,399 | $1.3M | Reduce -1.9% |
| VEA Vanguard Ftse Developed ETF | 0.93% | 17,869 | $1.1M | Reduce -2.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.88% | 3,347 | $1.1M | Reduce -7.2% |
| VWO Vanguard Ftse Emerging Marke | 0.82% | 18,398 | $989K | Add +0.5% |
| CPAG F/M Com US Agg Bond ETF | 0.64% | 7,472 | $764K | New |
| DFSV Dimensional US Small Cap Val | 0.62% | 22,629 | $744K | Reduce -2.4% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.54% | 14,205 | $652K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.45% | 12,252 | $546K | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 918 | $461K | No change |
| DFIV Dimensional International Va | 0.38% | 9,130 | $456K | Add +3.5% |
| SCMB Schwab Municipal Bond ETF | 0.37% | 17,162 | $442K | Add +10.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 1,672 | $431K | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.25% | 448 | $306K | No change |
| VOO Vanguard S&P 500 ETF | 0.25% | 475 | $298K | No change |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.24% | 8,111 | $292K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 727 | $244K | Reduce -22.2% |
| SCHA Schwab US Small-Cap ETF | 0.19% | 8,045 | $229K | No change |
| VTIP Vanguard Short-Term Tips | 0.18% | 4,407 | $218K | Add +2.8% |
| ROSC Hartford Multifact Small Cap | 0.18% | 4,635 | $218K | Reduce -8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 1,105 | $211K | Add +0.8% |
Portfolio Sells Q3 2025 → Q4 2025
| AVES Avantis Emerging Markets Val | Reduce -2.3% | 7.00% | −0.36 |
| SCHV Schwab US Large-Cap Value | Reduce -1.9% | 3.76% | −0.17 |
| TIP iShares Tips Bond ETF | Reduce -0.6% | 1.95% | −0.12 |
| AVDV Avantis Intl S/C Value ETF | Reduce -3.4% | 4.83% | −0.12 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -7.2% | 0.88% | −0.09 |
| ROUS Hartford Multifact US Eqty | Reduce -1.0% | 1.41% | −0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -1.9% | 1.12% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -22.2% | 0.20% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.9% | 0.93% | −0.03 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -1.5% | 0.45% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.6% | 0.36% | −0.02 |
| DFSV Dimensional US Small Cap Val | Reduce -2.4% | 0.62% | −0.02 |
| ROSC Hartford Multifact Small Cap | Reduce -8.3% | 0.18% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| DFLV Dim US Large Cap Value ETF | Add +17.4% | 7.44% | +1.08 |
| CPAG F/M Com US Agg Bond ETF | New | 0.64% | +0.64 |
| AVUV Avantis US Small Cap Value | Add +6.8% | 5.71% | +0.26 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +2.0% | 6.93% | +0.21 |
| DFEV Dimensional Emrg MRKT Val | Add +8.7% | 2.24% | +0.21 |
| DISV Dimensional International SM | Add +2.1% | 2.68% | +0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +10.4% | 1.77% | +0.10 |
| DFIV Dimensional International Va | Add +3.5% | 0.38% | +0.03 |
| SCMB Schwab Municipal Bond ETF | Add +10.6% | 0.37% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.8% | 0.18% | −0.00 |
| VTIP Vanguard Short-Term Tips | Add +2.8% | 0.18% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 0.82% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Add +2.9% | 4.55% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.7% | 9.13% | −0.10 |
| SCHP Schwab U.S. Tips ETF | Add +4.2% | 8.36% | −0.16 |
| AGG iShares Core U.S. Aggregate | Add +0.8% | 4.84% | −0.19 |
| BND Vanguard Total Bond Market | Add +0.3% | 18.23% | −0.81 |
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 |