Golden Bell Financial Planning LLC
Golden Bell Financial Planning LLC reported 41 positions worth $136.0M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: BND (18.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BND | SH | $25.2M | 18.52% | 343,092 | — | — | |
| ▸ 2 | BNDX | SH | $12.2M | 8.94% | 251,039 | — | — | |
| ▸ 3 | SCHP | SH | $11.4M | 8.38% | 429,976 | — | — | |
| ▸ 4 | DFLV | SH | $11.2M | 8.23% | 282,956 | — | — | |
| ▸ 5 | AVIV | SH | $9.3M | 6.84% | 120,237 | — | — | |
| ▸ 6 | AVUV | SH | $8.5M | 6.26% | 68,260 | — | — | |
| ▸ 7 | AVES | SH | $8.3M | 6.11% | 126,665 | — | — | |
| ▸ 8 | AVDV | SH | $6.0M | 4.39% | 57,971 | — | — | |
| ▸ 9 | VCIT | SH | $5.8M | 4.29% | 70,619 | — | — | |
| ▸ 10 | AGG | SH | $5.7M | 4.20% | 57,694 | — | — |
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Frequently Asked Questions
What stocks does Golden Bell Financial Planning LLC hold as of Q2 2026?
Golden Bell Financial Planning LLC reported 41 positions worth $136.0M in its Q2 2026 13F filing. Largest positions: BND (18.5%), BNDX (8.9%), SCHP (8.4%), DFLV (8.2%) and AVIV (6.8%).
What did Golden Bell Financial Planning LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Golden Bell Financial Planning LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.