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Golden Bell Financial Planning LLC

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13F filer, CIK 2044309, ALPHARETTA, GA

Golden Bell Financial Planning LLC reported $136,005,023 across 41 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-31. Its ten largest share positions make up 76.16% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044309-26-000006

Period
2026-06-30
Reported value
$136M
Holdings
41
Top 10 weight
76.16%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+30,787$2.26M
SCHPadded+28,275$749K
BNDXadded+12,785$619K
DFCFnew+9,918$419K
IAGGnew+6,133$310K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVESreduced-7,819-$513K
AVDVreduced-1,826-$188K
AVUVreduced-797-$99.4K
DFSVreduced-2,054-$79.7K
VSSreduced-462-$71.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002044309-26-000006, largest first. % of portfolio is the value over $136,005,023, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250,108 shares; 2025Q1: 252,883 shares; 2025Q2: 255,655 shares; 2025Q3: 294,630 shares; 2025Q4: 295,605 shares; 2026Q1: 312,305 shares; 2026Q2: 343,092 shares 343,092$25.2M18.52%+30,787Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 201,930 shares; 2025Q1: 203,826 shares; 2025Q2: 202,119 shares; 2025Q3: 214,845 shares; 2025Q4: 226,976 shares; 2026Q1: 238,254 shares; 2026Q2: 251,039 shares 251,039$12.2M8.94%+12,785Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 334,020 shares; 2025Q1: 338,951 shares; 2025Q2: 335,477 shares; 2025Q3: 364,041 shares; 2025Q4: 379,164 shares; 2026Q1: 401,701 shares; 2026Q2: 429,976 shares 429,976$11.4M8.38%+28,275Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 173,922 shares; 2025Q1: 186,982 shares; 2025Q2: 207,073 shares; 2025Q3: 222,416 shares; 2025Q4: 261,083 shares; 2026Q1: 275,360 shares; 2026Q2: 282,956 shares 282,956$11.2M8.23%+7,596Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 117,813 shares; 2025Q1: 122,713 shares; 2025Q2: 114,272 shares; 2025Q3: 114,617 shares; 2025Q4: 116,867 shares; 2026Q1: 118,775 shares; 2026Q2: 120,237 shares 120,237$9.31M6.84%+1,462Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,538 shares; 2025Q1: 59,785 shares; 2025Q2: 61,693 shares; 2025Q3: 62,951 shares; 2025Q4: 67,210 shares; 2026Q1: 69,057 shares; 2026Q2: 68,260 shares 68,260$8.52M6.26%-797Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 161,560 shares; 2025Q1: 160,941 shares; 2025Q2: 154,150 shares; 2025Q3: 147,613 shares; 2025Q4: 144,189 shares; 2026Q1: 134,484 shares; 2026Q2: 126,665 shares 126,665$8.31M6.11%-7,819Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,276 shares; 2025Q1: 72,244 shares; 2025Q2: 68,307 shares; 2025Q3: 63,886 shares; 2025Q4: 61,714 shares; 2026Q1: 59,797 shares; 2026Q2: 57,971 shares 57,971$5.97M4.39%-1,826Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,026 shares; 2025Q1: 60,884 shares; 2025Q2: 60,831 shares; 2025Q3: 63,500 shares; 2025Q4: 65,333 shares; 2026Q1: 68,324 shares; 2026Q2: 70,619 shares 70,619$5.84M4.29%+2,295Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,020 shares; 2025Q1: 63,918 shares; 2025Q2: 60,237 shares; 2025Q3: 57,768 shares; 2025Q4: 58,213 shares; 2026Q1: 58,384 shares; 2026Q2: 57,694 shares 57,694$5.71M4.2%-690Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 179,291 shares; 2025Q1: 169,645 shares; 2025Q2: 160,958 shares; 2025Q3: 155,570 shares; 2025Q4: 152,569 shares; 2026Q1: 149,270 shares; 2026Q2: 147,634 shares 147,634$5.14M3.78%-1,636Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 74,562 shares; 2025Q1: 79,408 shares; 2025Q2: 78,505 shares; 2025Q3: 82,985 shares; 2025Q4: 84,747 shares; 2026Q1: 88,704 shares; 2026Q2: 95,526 shares 95,526$3.83M2.82%+6,822Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,717 shares; 2025Q1: 66,829 shares; 2025Q2: 66,575 shares; 2025Q3: 73,400 shares; 2025Q4: 79,793 shares; 2026Q1: 85,293 shares; 2026Q2: 86,555 shares 86,555$3.69M2.72%+1,262Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,600 shares; 2025Q1: 22,087 shares; 2025Q2: 20,961 shares; 2025Q3: 21,406 shares; 2025Q4: 21,288 shares; 2026Q1: 21,220 shares; 2026Q2: 21,299 shares 21,299$2.33M1.71%+79Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,988 shares; 2025Q1: 38,109 shares; 2025Q2: 37,080 shares; 2025Q3: 38,386 shares; 2025Q4: 42,394 shares; 2026Q1: 41,680 shares; 2026Q2: 45,386 shares 45,386$2.3M1.69%+3,706Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,477 shares; 2025Q1: 30,514 shares; 2025Q2: 30,226 shares; 2025Q3: 29,733 shares; 2025Q4: 29,425 shares; 2026Q1: 29,299 shares; 2026Q2: 28,922 shares 28,922$1.95M1.43%-377Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,836 shares; 2025Q1: 10,094 shares; 2025Q2: 9,668 shares; 2025Q3: 9,586 shares; 2025Q4: 9,399 shares; 2026Q1: 9,202 shares; 2026Q2: 8,740 shares 8,740$1.35M0.99%-462Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,681 shares; 2025Q1: 20,708 shares; 2025Q2: 20,474 shares; 2025Q3: 18,400 shares; 2025Q4: 17,869 shares; 2026Q1: 17,600 shares; 2026Q2: 16,784 shares 16,784$1.2M0.88%-816Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,767 shares; 2025Q1: 3,670 shares; 2025Q2: 3,670 shares; 2025Q3: 3,607 shares; 2025Q4: 3,347 shares; 2026Q1: 3,316 shares; 2026Q2: 3,195 shares 3,195$1.1M0.81%-121Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,747 shares; 2025Q1: 20,651 shares; 2025Q2: 20,679 shares; 2025Q3: 18,309 shares; 2025Q4: 18,398 shares; 2026Q1: 18,303 shares; 2026Q2: 17,877 shares 17,877$1.07M0.78%-426Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,468 shares; 2025Q1: 17,282 shares; 2025Q2: 17,156 shares; 2025Q3: 14,205 shares; 2025Q4: 14,205 shares; 2026Q1: 14,205 shares; 2026Q2: 14,205 shares 14,205$792K0.58%0Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,087 shares; 2025Q1: 14,087 shares; 2025Q2: 21,741 shares; 2025Q3: 23,173 shares; 2025Q4: 22,629 shares; 2026Q1: 22,080 shares; 2026Q2: 20,026 shares 20,026$777K0.57%-2,054Timeline
CPAGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,472 shares; 2026Q1: 7,472 shares; 2026Q2: 7,472 shares 7,472$767K0.56%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,078 shares; 2025Q1: 16,029 shares; 2025Q2: 14,606 shares; 2025Q3: 12,433 shares; 2025Q4: 12,252 shares; 2026Q1: 12,121 shares; 2026Q2: 10,792 shares 10,792$524K0.39%-1,329Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,854 shares; 2025Q1: 1,804 shares; 2025Q2: 1,649 shares; 2025Q3: 1,735 shares; 2025Q4: 1,672 shares; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646$499K0.37%0Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,935 shares; 2025Q1: 9,144 shares; 2025Q2: 9,217 shares; 2025Q3: 8,819 shares; 2025Q4: 9,130 shares; 2026Q1: 9,130 shares; 2026Q2: 9,137 shares 9,137$494K0.36%+7Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,554 shares; 2025Q1: 13,761 shares; 2025Q2: 15,455 shares; 2025Q3: 15,513 shares; 2025Q4: 17,162 shares; 2026Q1: 17,968 shares; 2026Q2: 18,077 shares 18,077$467K0.34%+109Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares; 2026Q2: 918 shares 918$459K0.34%0Timeline
DFCFDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,918 shares 9,918$419K0.31%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 447 shares 447$334K0.25%-1Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,111 shares; 2025Q1: 8,111 shares; 2025Q2: 8,111 shares; 2025Q3: 8,111 shares; 2025Q4: 8,111 shares; 2026Q1: 8,111 shares; 2026Q2: 8,039 shares 8,039$319K0.23%-72Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 453 shares; 2026Q2: 453 shares 453$311K0.23%0Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,398 shares; 2025Q2: 4,398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,133 shares 6,133$310K0.23%newTimeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,520 shares; 2025Q1: not reported; 2025Q2: 8,045 shares; 2025Q3: 8,045 shares; 2025Q4: 8,045 shares; 2026Q1: 8,045 shares; 2026Q2: 8,045 shares 8,045$291K0.21%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 934 shares; 2025Q4: 727 shares; 2026Q1: 727 shares; 2026Q2: 725 shares 725$268K0.2%-2Timeline
VLUEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,276 shares 1,276$255K0.19%newTimeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,509 shares; 2026Q2: 1,605 shares 1,605$252K0.19%+96Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares; 2025Q4: 1,105 shares; 2026Q1: 1,110 shares; 2026Q2: 1,115 shares 1,115$243K0.18%+5Timeline
ROSCLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,432 shares; 2025Q1: 5,308 shares; 2025Q2: 5,308 shares; 2025Q3: 5,055 shares; 2025Q4: 4,635 shares; 2026Q1: 4,635 shares; 2026Q2: 4,340 shares 4,340$243K0.18%-295Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,530 shares 1,530$227K0.17%newTimeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,244 shares; 2025Q1: 4,244 shares; 2025Q2: 4,253 shares; 2025Q3: 4,289 shares; 2025Q4: 4,407 shares; 2026Q1: 4,407 shares; 2026Q2: 4,409 shares 4,409$221K0.16%+2Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002044309-26-000006 base2026-07-31acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002044309-26-000006 Quarter ended 2026-06-302026-07-31acceptance time not in the bulk data set
13F-HR 0002044309-26-000004 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0002044309-26-000001 Quarter ended 2025-12-312026-02-03acceptance time not in the bulk data set
13F-HR 0002044309-25-000007 Quarter ended 2025-09-302025-11-04acceptance time not in the bulk data set
13F-HR 0002044309-25-000004 Quarter ended 2025-06-302025-08-05acceptance time not in the bulk data set
13F-HR 0002044309-25-000003 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0002044309-25-000002 Quarter ended 2024-12-312025-02-04acceptance time not in the bulk data set