Golden Bell Financial Planning LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
37
Total value ($000)
$125,448
Net value change ($000)
+5,320 (4.4%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 1,103 5.0%
DFLV 901 10.1%
AVUV 775 11.3%
SCHP 645 6.4%
AVIV 564 6.8%
BNDX 481 4.4%
DFEV 360 13.4%
DISV 278 8.6%
VT 209 NEW
VCIT 182 3.3%
Top Reduces (Value $000, Stocks/ETFs)
AVES -342 -4.1%
VV -63 -6.0%
VTEB -53 -2.5%
VOO -27 -9.1%
BRK-B -21 -4.6%
AGG -18 -0.3%
SPY -15 -4.9%
VTI -11 -4.5%
VSS -5 -0.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type