Golden Bell Financial Planning LLC
13F Reported Value
ⓘ$125.4M
Holdings
37
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Golden Bell Financial Planning LLC disclosed 37 positions worth $125.4M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (99.5% of disclosed assets). All figures are sourced directly from Golden Bell Financial Planning LLC’s Form 13F-HR filing with the SEC under CIK 2044309.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD BD INDEX FDS
—Quality
$23.0M312,305 shVANGUARD CHARLOTTE FDS
—Quality
$11.4M238,254 shSCHWAB STRATEGIC TR
—Quality
$10.7M401,701 shDIMENSIONAL ETF TRUST
—Quality
$9.8M275,360 shAMERICAN CENTY ETF TR
—Quality
$8.9M118,775 shAMERICAN CENTY ETF TR
—Quality
$8.1M134,484 shAMERICAN CENTY ETF TR
—Quality
$7.6M69,057 shAMERICAN CENTY ETF TR
—Quality
$6.0M59,797 shISHARES TR
—Quality
$5.8M58,384 shVANGUARD SCOTTSDALE FDS
—Quality
$5.7M68,324 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD BD INDEX FDS | — | $23.0M | 312,305 |
| VANGUARD CHARLOTTE FDS | — | $11.4M | 238,254 |
| SCHWAB STRATEGIC TR | — | $10.7M | 401,701 |
| DIMENSIONAL ETF TRUST | — | $9.8M | 275,360 |
| AMERICAN CENTY ETF TR | — | $8.9M | 118,775 |
| AMERICAN CENTY ETF TR | — | $8.1M | 134,484 |
| AMERICAN CENTY ETF TR | — | $7.6M | 69,057 |
| AMERICAN CENTY ETF TR | — | $6.0M | 59,797 |
| ISHARES TR | — | $5.8M | 58,384 |
| VANGUARD SCOTTSDALE FDS | — | $5.7M | 68,324 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Golden Bell Financial Planning LLC's 37 positions.
Showing top 10 of 37 holdings.
Sector Allocation
Other
$124.8M
Financials
$439,906
Industrials
$208,690
Full Holdings — Golden Bell Financial Planning LLC (Q1 2026)
All 37 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD BD INDEX FDS | $23.0M | 18.3% | +6% | — |
| 2 | — | VANGUARD CHARLOTTE FDS | $11.4M | 9.1% | +5% | — |
| 3 | — | SCHWAB STRATEGIC TR | $10.7M | 8.5% | +6% | — |
| 4 | — | DIMENSIONAL ETF TRUST | $9.8M | 7.8% | +5% | — |
| 5 | — | AMERICAN CENTY ETF TR | $8.9M | 7.1% | +2% | — |
| 6 | — | AMERICAN CENTY ETF TR | $8.1M | 6.4% | -7% | — |
| 7 | — | AMERICAN CENTY ETF TR | $7.6M | 6.1% | +3% | — |
| 8 | — | AMERICAN CENTY ETF TR | $6.0M | 4.8% | -3% | — |
| 9 | — | ISHARES TR | $5.8M | 4.6% | +0% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $5.7M | 4.5% | +5% | — |
| 11 | — | SCHWAB STRATEGIC TR | $4.6M | 3.6% | -2% | — |
| 12 | — | DIMENSIONAL ETF TRUST | $3.5M | 2.8% | +5% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $3.1M | 2.4% | +7% | — |
| 14 | — | ISHARES TR | $2.3M | 1.9% | -0% | — |
| 15 | — | VANGUARD MUN BD FDS | $2.1M | 1.7% | -2% | — |
| 16 | — | LATTICE STRATEGIES TR | $1.7M | 1.4% | -0% | — |
| 17 | — | VANGUARD INTL EQUITY INDEX F | $1.3M | 1.1% | -2% | — |
| 18 | — | VANGUARD TAX-MANAGED FDS | $1.1M | 0.9% | -2% | — |
| 19 | — | VANGUARD INDEX FDS | $991,005 | 0.8% | -1% | — |
| 20 | — | VANGUARD INTL EQUITY INDEX F | $989,259 | 0.8% | -1% | — |
| 21 | — | DIMENSIONAL ETF TRUST | $773,683 | 0.6% | -2% | — |
| 22 | — | RBB FD INC | $763,764 | 0.6% | +0% | — |
| 23 | — | INVESCO EXCHANGE TRADED FD T | $651,583 | 0.5% | +0% | — |
| 24 | — | SCHWAB STRATEGIC TR | $561,946 | 0.5% | -1% | — |
| 25 | — | DIMENSIONAL ETF TRUST | $481,881 | 0.4% | +0% | — |
| 26 | — | SCHWAB STRATEGIC TR | $457,825 | 0.4% | +5% | — |
| 27 |  $BRK.B | BERKSHIRE HATHAWAY INC | $439,906 | 0.3% | +0% | 64.5 |
| 28 | — | VANGUARD INDEX FDS | $431,120 | 0.3% | -2% | — |
| 29 | — | SCHWAB STRATEGIC TR | $310,327 | 0.3% | +0% | — |
| 30 |  $SPY | SPDR S&P 500 ETF TRUST | $291,352 | 0.2% | +0% | — |
| 31 | — | VANGUARD INDEX FDS | $270,690 | 0.2% | -5% | — |
| 32 | — | SCHWAB STRATEGIC TR | $233,949 | 0.2% | +0% | — |
| 33 | — | VANGUARD INDEX FDS | $233,229 | 0.2% | +0% | — |
| 34 | — | LATTICE STRATEGIES TR | $223,886 | 0.2% | +0% | — |
| 35 | — | VANGUARD MALVERN FDS | $220,136 | 0.2% | +0% | — |
| 36 | — | VANGUARD INDEX FDS | $217,845 | 0.2% | +0% | — |
| 37 |  $DOV | DOVER Corp | $208,690 | 0.2% | -84% | 63.1 |
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Golden Bell Financial Planning LLC including:
Track Golden Bell Financial Planning LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Golden Bell Financial Planning LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Golden Bell Financial Planning LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Golden Bell Financial Planning LLC (SEC CIK: 2044309), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Golden Bell Financial Planning LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.