DOSSIER · 13F-HR · Q2 2026

Golden Bell Financial Planning LLC

$136M in tracked AUM across 41 positions as of Q2 2026.

GB
CIK 0002044309 · last filed Jun 30, 2026
Total AUM
$136M
as of Q2 2026
Holdings
41
positions
Whale Score
64
64
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Golden Bell Financial Planning LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BND
VANGUARD BD INDEX FDS
$25M343K18.5%
02
BNDX
VANGUARD CHARLOTTE FDS
$12M251K8.9%
03
SCHP
SCHWAB STRATEGIC TR
$11M430K8.4%
04
DFLV
DIMENSIONAL ETF TRUST
$11M283K8.2%
05
AVIV
AMERICAN CENTY ETF TR
$9M120K6.8%
06
AVUV
AMERICAN CENTY ETF TR
$9M68K6.3%
07
AVES
AMERICAN CENTY ETF TR
$8M127K6.1%
08
AVDV
AMERICAN CENTY ETF TR
$6M58K4.4%
09
VCIT
VANGUARD SCOTTSDALE FDS
$6M71K4.3%
10
AGG
ISHARES TR
$6M58K4.2%

Filing history

2026Q2Jun 30
$136M 8.4%
41 positionsView →
2026Q1Mar 31
$125M 4.4%
37 positionsView →
2025Q4Dec 31
$120M 4.4%
36 positionsView →
2025Q3Sep 30
$115M 8.4%
35 positionsView →
2025Q2Jun 30
$106M 3.1%
34 positionsLocked
2025Q1Mar 31
$103M 3.5%
34 positionsLocked
2024Q4Dec 31
$99M
34 positionsLocked