Golden Bell Financial Planning LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Golden Bell Financial Planning LLC reported 37 stock positions worth $125.4 million. Its top holding was Vanguard Total Bond Market (BND) at 18.3% of the portfolio, followed by Vanguard Total Intl Bond ETF (BNDX, 9.1%) and Schwab U.S. Tips ETF (SCHP, 8.5%). Compared with Q4 2025, it opened 1 new position, added to 12 and reduced 14. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +5%) and the biggest sale Avantis Emerging Markets Val (AVES, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002044309
- Portfolio Value
- $125.4M (Q1 2026)
- SEC Filing
- 0002044309-26-000004 ↗ filed May 5, 2026
Holdings Value
Holdings 37 stocks · $125.4M
| BND Vanguard Total Bond Market | 18.33% | 312,305 | $23.0M | Add +5.7% |
| BNDX Vanguard Total Intl Bond ETF | 9.13% | 238,254 | $11.4M | Add +5.0% |
| SCHP Schwab U.S. Tips ETF | 8.52% | 401,701 | $10.7M | Add +5.9% |
| DFLV Dim US Large Cap Value ETF | 7.84% | 275,360 | $9.8M | Add +5.5% |
| AVIV Avantis Intl LRG Cap Val ETF | 7.08% | 118,775 | $8.9M | Add +1.6% |
| AVES Avantis Emerging Markets Val | 6.43% | 134,484 | $8.1M | Reduce -6.7% |
| AVUV Avantis US Small Cap Value | 6.08% | 69,057 | $7.6M | Add +2.8% |
| AVDV Avantis Intl S/C Value ETF | 4.76% | 59,797 | $6.0M | Reduce -3.1% |
| AGG iShares Core U.S. Aggregate | 4.62% | 58,384 | $5.8M | Add +0.3% |
| VCIT Vanguard Int-Term Corporate | 4.51% | 68,324 | $5.7M | Add +4.6% |
| SCHV Schwab US Large-Cap Value | 3.63% | 149,270 | $4.6M | Reduce -2.2% |
| DISV Dimensional International SM | 2.79% | 88,704 | $3.5M | Add +4.7% |
| DFEV Dimensional Emrg MRKT Val | 2.43% | 85,293 | $3.1M | Add +6.9% |
| TIP iShares Tips Bond ETF | 1.87% | 21,220 | $2.3M | Reduce -0.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.66% | 41,680 | $2.1M | Reduce -1.7% |
| ROUS Hartford Multifact US Eqty | 1.38% | 29,299 | $1.7M | Reduce -0.4% |
| VSS Vanguard Ftse All Wo X-US SC | 1.07% | 9,202 | $1.3M | Reduce -2.1% |
| VEA Vanguard Ftse Developed ETF | 0.90% | 17,600 | $1.1M | Reduce -1.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.79% | 3,316 | $991K | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.79% | 18,303 | $989K | Reduce -0.5% |
| DFSV Dimensional US Small Cap Val | 0.62% | 22,080 | $774K | Reduce -2.4% |
| CPAG F/M Com US Agg Bond ETF | 0.61% | 7,472 | $764K | No change |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.52% | 14,205 | $652K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.45% | 12,121 | $562K | Reduce -1.1% |
| DFIV Dimensional International Va | 0.38% | 9,130 | $482K | No change |
| SCMB Schwab Municipal Bond ETF | 0.36% | 17,968 | $458K | Add +4.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 918 | $440K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.34% | 1,646 | $431K | Reduce -1.6% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.25% | 8,111 | $310K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 448 | $291K | No change |
| VOO Vanguard S&P 500 ETF | 0.22% | 453 | $271K | Reduce -4.6% |
| SCHA Schwab US Small-Cap ETF | 0.19% | 8,045 | $234K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 727 | $233K | No change |
| ROSC Hartford Multifact Small Cap | 0.18% | 4,635 | $224K | No change |
| VTIP Vanguard Short-Term Tips | 0.18% | 4,407 | $220K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.17% | 1,110 | $218K | Add +0.5% |
| VT Vanguard Tot World STK ETF | 0.17% | 1,509 | $209K | New |
Portfolio Sells Q4 2025 → Q1 2026
| AVES Avantis Emerging Markets Val | Reduce -6.7% | 6.43% | −0.57 |
| SCHV Schwab US Large-Cap Value | Reduce -2.2% | 3.63% | −0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.7% | 1.66% | −0.12 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.9% | 0.79% | −0.09 |
| TIP iShares Tips Bond ETF | Reduce -0.3% | 1.87% | −0.08 |
| AVDV Avantis Intl S/C Value ETF | Reduce -3.1% | 4.76% | −0.07 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -2.1% | 1.07% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.5% | 0.79% | −0.03 |
| ROUS Hartford Multifact US Eqty | Reduce -0.4% | 1.38% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -4.6% | 0.22% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.5% | 0.90% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.6% | 0.34% | −0.02 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Reduce -1.1% | 0.45% | −0.01 |
| DFSV Dimensional US Small Cap Val | Reduce -2.4% | 0.62% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| DFLV Dim US Large Cap Value ETF | Add +5.5% | 7.84% | +0.40 |
| AVUV Avantis US Small Cap Value | Add +2.8% | 6.08% | +0.38 |
| DFEV Dimensional Emrg MRKT Val | Add +6.9% | 2.43% | +0.19 |
| VT Vanguard Tot World STK ETF | New | 0.17% | +0.17 |
| SCHP Schwab U.S. Tips ETF | Add +5.9% | 8.52% | +0.16 |
| AVIV Avantis Intl LRG Cap Val ETF | Add +1.6% | 7.08% | +0.16 |
| DISV Dimensional International SM | Add +4.7% | 2.79% | +0.11 |
| BND Vanguard Total Bond Market | Add +5.7% | 18.33% | +0.11 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.17% | −0.00 |
| SCMB Schwab Municipal Bond ETF | Add +4.7% | 0.36% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.0% | 9.13% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +4.6% | 4.51% | −0.05 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 4.62% | −0.22 |
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 |