Golden Bell Financial Planning LLC

Q2 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$136,005
Net value change ($000)
+10,557 (8.4%)
New positions
4
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 2,188 9.5%
DFLV 1,355 13.8%
AVUV 887 11.6%
BNDX 710 6.2%
SCHP 705 6.6%
DFEV 641 21.0%
SCHV 586 12.9%
AVIV 421 4.7%
DFCF 419 NEW
DISV 335 9.6%
Top Reduces (Value $000, Stocks/ETFs)
AGG -85 -1.5%
FNDC -38 -6.8%
TIP -11 -0.5%
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