Golden Bell Financial Planning LLC

Q3 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
40
Total value ($000)
$134,991
Net value change ($000)
-1,014 (-0.7%)
New positions
0
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
DFLV 476 4.3%
AVIV 418 4.5%
DISV 417 10.9%
DFEV 349 9.5%
AVDV 349 5.8%
IAGG 210 67.7%
SCHP 56 0.5%
VV 25 2.3%
FNDE 18 5.6%
VT 9 3.6%
Top Reduces (Value $000, Stocks/ETFs)
DFSV -777 -100.0%
AVUV -576 -6.8%
SCHV -423 -8.2%
BNDX -363 -3.0%
AGG -233 -4.1%
AVES -189 -2.3%
TIP -164 -7.0%
VCIT -140 -2.4%
VTEB -101 -4.4%
PRFZ -63 -8.0%
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