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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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