Golden Bell Financial Planning LLC

Registered adviser

CIK

2044309

Location

ALPHARETTA, GA

Portfolio Value

Small $134,252,673

Diversification

Diversified

Filing Date

Global Rank

#7,736 / 8,827 ▼ 161 · as of Jun 2026

Top Industry

Insurance - Diversified 100.0%

3Y Alpha vs SPY

-4.5%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 305635

Roster of Nov 1, 2026

Regulatory AUM

$208,600,000

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$208,600,000	Individuals and high net worth (100%)
Apr 2025 to Feb 2026	$178,118,929	Individuals and high net worth (100%)
Mar 2024 to Mar 2025	$171,200,331	Individuals and high net worth (100%)
May 2023 to Feb 2024	$139,473,748	Individuals and high net worth (100%)
Feb 2023 to Apr 2023	$139,473,748	Individuals and high net worth (100%)
Feb 2022 to Jan 2023	$134,137,341	Individuals and high net worth (100%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.2% of the book (60%+)

Turnover

Low turnover

4.3% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 91.8%; sector active share 86.8% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

39 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.9%

+0.2 pts

Top 5

80.2%

+0.3 pts

Top 10

96.3%

+0.1 pts

HHI

1,488

Diversified+14

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.7%	$133,795,555	38
Financial Services	0.3%	$457,118	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	+25,669	455,645	$11,450,358
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+15,371	358,463	$25,146,179
DFEV	Dimensional Emerging Markets Value ETF	+8,780	95,335	$4,042,204
DFLV	Dimensional US Large Cap Value ETF	+7,411	290,367	$11,664,042
IAGG	iShares Core International Aggregate Bond ETF	+4,439	10,572	$520,142
DISV	Dimensional International Small Cap Value ETF	+2,655	98,181	$4,250,255
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+2,130	72,749	$5,696,974
AVIV	Avantis International Large Cap Value ETF	+1,911	122,148	$9,726,645
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+957	46,343	$2,194,804
BNDX	Vanguard Total International Bond ETF	+615	251,654	$11,795,022
AGG	iShares Core U.S. Aggregate Bond ETF	+248	57,942	$5,477,836
SCMB	Schwab Municipal Bond ETF	+154	18,231	$440,460
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+61	4,470	$220,013
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+45	1,650	$260,452
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+35	17,912	$1,062,360
VTV	VANGUARD VALUE INDEX FUND	+4	1,119	$241,793
VV	VANGUARD LARGE-CAP INDEX FUND	+1	3,196	$1,124,512
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
SCHV	Schwab U.S. Large-Cap Value ETF	−6,061	141,573	$4,715,796
AVES	Avantis Emerging Markets Value ETF	−1,988	124,677	$8,120,213
AVUV	Avantis U.S. Small Cap Value ETF	−836	67,424	$7,940,524
VEA	Vanguard FTSE Developed Markets ETF	−652	16,132	$1,139,080
FNDC	Schwab Fundamental International Small Equity ETF	−585	10,207	$508,614
TIP	iShares TIPS Bond ETF	−472	20,827	$2,166,841
ROUS	Hartford Multifactor US Equity ETF	−295	28,627	$1,900,832
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	−278	13,927	$728,799
DFIV	Dimensional International Value ETF	−269	8,868	$495,366
AVDV	Avantis International Small Cap Value ETF	−163	57,808	$6,323,039
VB	Vanguard Index Funds	−9	1,637	$465,710
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
DFSV	Dimensional US Small Cap Value ETF	20,026	$776,808
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $134,252,673 total · filing declares 40 positions · $134,990,539 · as of Sep 30, 2026

All sectors Financial Services

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	358,463	+15,371	$25,146,179	−0.2%	18.73%
BNDX	Vanguard Total International Bond ETF	Added	251,654	+615	$11,795,022	−3.0%	8.79%
DFLV	Dimensional US Large Cap Value ETF	Added	290,367	+7,411	$11,664,042	+4.3%	8.69%
SCHP	Schwab U.S. TIPS ETF	Added	455,645	+25,669	$11,450,358	+0.5%	8.53%
AVIV	Avantis International Large Cap Value ETF	Added	122,148	+1,911	$9,726,645	+4.5%	7.25%
AVES	Avantis Emerging Markets Value ETF	Reduced	124,677	-1,988	$8,120,213	−2.3%	6.05%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	67,424	-836	$7,940,524	−6.8%	5.91%
AVDV	Avantis International Small Cap Value ETF	Reduced	57,808	-163	$6,323,039	+5.8%	4.71%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	72,749	+2,130	$5,696,974	−2.4%	4.24%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	57,942	+248	$5,477,836	−4.1%	4.08%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	141,573	-6,061	$4,715,796	−8.2%	3.51%
DISV	Dimensional International Small Cap Value ETF	Added	98,181	+2,655	$4,250,255	+10.9%	3.17%
DFEV	Dimensional Emerging Markets Value ETF	Added	95,335	+8,780	$4,042,204	+9.5%	3.01%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	46,343	+957	$2,194,804	−4.4%	1.63%
TIP	iShares TIPS Bond ETF	Reduced	20,827	-472	$2,166,841	−7.0%	1.61%
ROUS	Hartford Multifactor US Equity ETF	Reduced	28,627	-295	$1,900,832	−2.5%	1.42%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Held	8,740	0	$1,356,885	+0.6%	1.01%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	16,132	-652	$1,139,080	−4.7%	0.85%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	3,196	+1	$1,124,512	+2.3%	0.84%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	17,912	+35	$1,062,360	−0.4%	0.79%
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	Reduced	13,927	-278	$728,799	−8.0%	0.54%
IAGG	iShares Core International Aggregate Bond ETF	Added	10,572	+4,439	$520,142	+67.6%	0.39%
FNDC	Schwab Fundamental International Small Equity ETF	Reduced	10,207	-585	$508,614	−2.9%	0.38%
DFIV	Dimensional International Value ETF	Reduced	8,868	-269	$495,366	+0.4%	0.37%
VB	Vanguard Index Funds	Reduced	1,637	-9	$465,710	−6.7%	0.35%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	918	0	$457,118	−0.5%	0.34%
SCMB	Schwab Municipal Bond ETF	Added	18,231	+154	$440,460	−5.6%	0.33%
DFCF	Dimensional Core Fixed Income ETF	Held	9,918	0	$397,910	−5.0%	0.30%
SPY	Spdr S&P 500 ETF Trust	Held	447	0	$340,895	+2.1%	0.25%
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Held	8,039	0	$336,592	+5.5%	0.25%
VOO	VANGUARD 500 INDEX FUND	Held	453	0	$317,489	+2.0%	0.24%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	725	0	$271,324	+1.1%	0.20%
SCHA	Schwab U.S. Small-Cap ETF	Held	8,045	0	$262,508	−9.7%	0.20%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	1,650	+45	$260,452	+3.4%	0.19%
VLUE	iShares MSCI USA Value Factor ETF	Held	1,276	0	$252,648	−0.9%	0.19%
VTV	VANGUARD VALUE INDEX FUND	Added	1,119	+4	$241,793	−0.5%	0.18%
ROSC	Hartford Multifactor Small Cap ETF	Held	4,340	0	$232,298	−4.3%	0.17%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	4,470	+61	$220,013	−0.7%	0.16%
IJR	iShares Core S&P Small-Cap ETF	Held	1,530	0	$208,141	−8.3%	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.