Golden Bell Financial Planning LLC Portfolio Holdings

Golden Bell Financial Planning LLC

  • $106 Billion
  • Q2 2025

Golden Bell Financial Planning LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $106 Billion distributed in 34 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 $18.8B, Vanguard Total International B with a value of $10B, Schwab Strategic Us Tips ETF with a value of $8.95B, American Centy ETF Tr Avantis with a value of $8.25B, and American Centy ETF Tr Avantis with a value of $7.11B.

Examining the 13F form we can see an increase of $3.22B in the current position value, from $103B to 106B.

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 $106 Billion
ETFs: $91.6 Billion
Financial Services: $446 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.8 Billion 17.73% of portfolio
255,655
Q2 2025 Added 1.1%
$0
$10 Billion 9.42% of portfolio
202,119
Q2 2025 Reduced 0.84%
$0
$8.95 Billion 8.43% of portfolio
335,477
Q2 2025 Reduced 1.02%
$0
$8.25 Billion 7.77% of portfolio
154,150
Q2 2025 Reduced 4.22%
$0
$7.11 Billion 6.7% of portfolio
114,272
Q2 2025 Reduced 6.88%
Dimensional ETF Trust
-
$6.42 Billion 6.05% of portfolio
-
Q2 2025 Added 10.74%
$0
$5.98 Billion 5.63% of portfolio
60,237
Q2 2025 Reduced 5.76%
$0
$5.62 Billion 5.29% of portfolio
61,693
Q2 2025 Added 3.19%
$0
$5.42 Billion 5.1% of portfolio
68,307
Q2 2025 Reduced 5.45%
$0
$5.04 Billion 4.75% of portfolio
60,831
Q2 2025 Reduced 0.09%
$0
$4.45 Billion 4.19% of portfolio
160,958
Q2 2025 Reduced 5.12%
$0
$2.58 Billion 2.43% of portfolio
78,505
Q2 2025 Reduced 1.14%
$0
$2.31 Billion 2.17% of portfolio
20,961
Q2 2025 Reduced 5.1%
$0
$2 Billion 1.88% of portfolio
66,575
Q2 2025 Reduced 0.38%
$0
$1.82 Billion 1.71% of portfolio
37,080
Q2 2025 Reduced 2.7%
$0
$1.62 Billion 1.53% of portfolio
30,226
Q2 2025 Reduced 0.94%
$0
$1.17 Billion 1.1% of portfolio
20,474
Q2 2025 Reduced 1.13%
$0
$1.05 Billion 0.99% of portfolio
3,670
Q1 2025 Reduced 2.57%
$0
$1.02 Billion 0.96% of portfolio
20,679
Q2 2025 Added 0.14%
$0
$698 Million 0.66% of portfolio
17,156
Q2 2025 Reduced 0.73%
$0
$640 Million 0.6% of portfolio
21,741
Q2 2025 Added 54.33%
$0
$614 Million 0.58% of portfolio
14,606
Q2 2025 Reduced 8.88%
$621B
$446 Million 0.42% of portfolio
918
Q4 2024 New
-
$389 Million 0.37% of portfolio
-
Q2 2025 Added 12.31%
$0
$395 Million 0.37% of portfolio
9,217
Q2 2025 Added 0.8%
$0
$391 Million 0.37% of portfolio
1,649
Q2 2025 Reduced 8.59%
$0
$277 Million 0.26% of portfolio
448
Q2 2025 Reduced 0.22%
$0
$268 Million 0.25% of portfolio
8,111
Q4 2024 New
$0
$253 Million 0.24% of portfolio
831
Q4 2024 New
-
$222 Million 0.21% of portfolio
-
Q1 2025 Reduced 2.28%
$0
$225 Million 0.21% of portfolio
4,398
Q1 2025 New
$0
$214 Million 0.2% of portfolio
4,253
Q2 2025 Added 0.21%
$0
$204 Million 0.19% of portfolio
8,045
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $106 Billion
  • Prior Value $103 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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