Golden Bell Financial Planning LLC

Q4 2025 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
36
Total value ($000)
$120,128
Net value change ($000)
+5,055 (4.4%)
New positions
1
Sold out positions
0
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFLV 1,615 22.1%
CPAG 764 NEW
AVIV 594 7.7%
AVUV 588 9.4%
DFEV 351 15.0%
BNDX 341 3.2%
DISV 258 8.7%
SCHP 233 2.4%
VTEB 210 10.9%
VCIT 131 2.5%
Top Reduces (Value $000, Stocks/ETFs)
VTI -63 -20.5%
AVES -61 -0.7%
VV -56 -5.0%
TIP -41 -1.7%
VSS -19 -1.4%
BND -17 -0.1%
ROSC -12 -5.2%
ROUS -11 -0.6%
SCHV -11 -0.2%
VB -10 -2.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type