Golden Bell Financial Planning LLC Portfolio Holdings

Golden Bell Financial Planning LLC

  • $115 Billion
  • Q3 2025

Golden Bell Financial Planning LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $21.9B, Vanguard Total International B with a value of $10.6B, Schwab Strategic Us Tips ETF with a value of $9.81B, American Centy ETF Tr Avantis with a value of $8.47B, and American Centy ETF Tr Avantis with a value of $7.73B.

Examining the 13F form we can see an increase of $8.9B in the current position value, from $106B to 115B.

Golden Bell Financial Planning LLC is based out at Alpharetta, GA

Below you can find more details about Golden Bell Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $115 Billion
ETFs: $98.9 Billion
Financial Services: $462 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Billion 19.04% of portfolio
294,630
Q3 2025 Added 15.25%
$0
$10.6 Billion 9.23% of portfolio
214,845
Q3 2025 Added 6.3%
$0
$9.81 Billion 8.53% of portfolio
364,041
Q3 2025 Added 8.51%
$0
$8.47 Billion 7.36% of portfolio
147,613
Q3 2025 Reduced 4.24%
$0
$7.73 Billion 6.72% of portfolio
114,617
Q3 2025 Added 0.3%
$0
$6.27 Billion 5.44% of portfolio
62,951
Q3 2025 Added 2.04%
$0
$5.79 Billion 5.03% of portfolio
57,768
Q3 2025 Reduced 4.1%
$0
$5.69 Billion 4.94% of portfolio
63,886
Q3 2025 Reduced 6.47%
$0
$5.34 Billion 4.64% of portfolio
63,500
Q3 2025 Added 4.39%
$0
$4.53 Billion 3.94% of portfolio
155,570
Q3 2025 Reduced 3.35%
$0
$2.96 Billion 2.57% of portfolio
82,985
Q3 2025 Added 5.71%
$0
$2.38 Billion 2.07% of portfolio
21,406
Q3 2025 Added 2.12%
$0
$2.34 Billion 2.03% of portfolio
73,400
Q3 2025 Added 10.25%
$0
$1.92 Billion 1.67% of portfolio
38,386
Q3 2025 Added 3.52%
$0
$1.71 Billion 1.49% of portfolio
29,733
Q3 2025 Reduced 1.63%
$0
$1.37 Billion 1.19% of portfolio
9,586
Q3 2025 Reduced 0.85%
$0
$1.1 Billion 0.96% of portfolio
18,400
Q3 2025 Reduced 10.13%
$0
$992 Million 0.86% of portfolio
18,309
Q3 2025 Reduced 11.46%
$0
$738 Million 0.64% of portfolio
23,173
Q3 2025 Added 6.59%
$0
$645 Million 0.56% of portfolio
14,205
Q3 2025 Reduced 17.2%
$0
$553 Million 0.48% of portfolio
12,433
Q3 2025 Reduced 14.88%
$0
$441 Million 0.38% of portfolio
1,735
Q3 2025 Added 5.22%
$0
$407 Million 0.35% of portfolio
8,819
Q3 2025 Reduced 4.32%
$0
$307 Million 0.27% of portfolio
934
Q3 2025 Added 12.39%
$0
$298 Million 0.26% of portfolio
448
Q2 2025 Reduced 0.22%
$0
$291 Million 0.25% of portfolio
475
Q3 2025 New
$0
$293 Million 0.25% of portfolio
8,111
Q4 2024 New
$0
$224 Million 0.2% of portfolio
8,045
Q2 2025 New
$0
$217 Million 0.19% of portfolio
4,289
Q3 2025 Added 0.85%
$0
$204 Million 0.18% of portfolio
1,096
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $115 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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