Golden Bell Financial Planning LLC
CIK
2044309
Location
ALPHARETTA, GA
Portfolio Value
Micro
$731,257
Diversification
Highly concentrated
Filing Date
Global Rank
#8,174
/ 8,232
▲ 190
Top Industry
Insurance - Diversified
100.0%
3Y Alpha vs SPY
-9.9%
Period ended 2 months ago
Filed May 5, 2026 · 39d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+9.8%
SPY
+23.4%
Annualised alpha
-9.9%
Max drawdown
−9.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
2 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
60.2%
−0.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,206
Highly concentrated−0
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 60.2% | $439,905 |
| Unclassified | 39.8% | $291,352 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$731,257 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 918 | $439,905 | 60.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 448 | $291,352 | 39.84% |