Golden Bell Financial Planning LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 134,991
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 40 | 134,991 | 13F-HR | Golden Bell Financial Planning LLC |
| Q2 2026 | 7/31/2026 | 41 | 136,005 | 13F-HR | Golden Bell Financial Planning LLC |
| Q1 2026 | 5/5/2026 | 37 | 125,448 | 13F-HR | Golden Bell Financial Planning LLC |
| Q4 2025 | 2/3/2026 | 36 | 120,128 | 13F-HR | Golden Bell Financial Planning LLC |
| Q3 2025 | 11/4/2025 | 35 | 115,073 | 13F-HR | Golden Bell Financial Planning LLC |
| Q2 2025 | 8/5/2025 | 34 | 106,176 | 13F-HR | Golden Bell Financial Planning LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.59 K | 1.9% | 0 | 61 | -61 |
| ETFs | 132.4 K | 98.1% | 0 | 954 | -954 |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
134,991
Holdings
40
QoQ value change ($000)
-1,014
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.