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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 $125,448,005 across 37 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 77.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002044309-26-000004

Period
2026-03-31
Reported value
$125M
Holdings
37
Top 10 weight
77.3%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+16,700$1.23M
SCHPadded+22,537$600K
BNDXadded+11,278$542K
DFLVadded+14,277$510K
VCITadded+2,991$248K

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-9,705-$582K
AVDVreduced-1,917-$191K
SCHVreduced-3,299-$101K
VTEBreduced-714-$35.6K
VSSreduced-197-$28.7K

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, Q1 2026

Share positions as resolved from 13F-HR 0002044309-26-000004, largest first. % of portfolio is the value over $125,448,005, 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; 2024Q2: restricted; 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 312,305$23M18.33%+16,700Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 238,254$11.4M9.13%+11,278Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 401,701$10.7M8.52%+22,537Timeline
DFLVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 275,360$9.83M7.84%+14,277Timeline
AVIVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 118,775$8.89M7.08%+1,908Timeline
AVESAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 134,484$8.07M6.43%-9,705Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 69,057$7.63M6.08%+1,847Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 59,797$5.97M4.76%-1,917Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 58,384$5.8M4.62%+171Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 68,324$5.65M4.51%+2,991Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 149,270$4.55M3.63%-3,299Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 88,704$3.5M2.79%+3,957Timeline
DFEVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 85,293$3.05M2.43%+5,500Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 21,220$2.34M1.87%-68Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 41,680$2.08M1.66%-714Timeline
ROUSLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,299$1.73M1.38%-126Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,202$1.34M1.07%-197Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 17,600$1.13M0.9%-269Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,316$991K0.79%-31Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,303$989K0.79%-95Timeline
DFSVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 22,080$774K0.62%-549Timeline
CPAGRBB FD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,472 shares; 2026Q1: 7,472 shares 7,472$764K0.61%0Timeline
PRFZINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,205$652K0.52%0Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,121$562K0.45%-131Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,130$482K0.38%0Timeline
SCMBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 17,968$458K0.36%+806Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 918 shares; 2026Q1: 918 shares 918$440K0.35%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,646$431K0.34%-26Timeline
FNDESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,111$310K0.25%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares 448$291K0.23%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 453 shares 453$271K0.22%-22Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,045$234K0.19%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 934 shares; 2025Q4: 727 shares; 2026Q1: 727 shares 727$233K0.19%0Timeline
ROSCLATTICE STRATEGIES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,635$224K0.18%0Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,407$220K0.18%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,096 shares; 2025Q4: 1,105 shares; 2026Q1: 1,110 shares 1,110$218K0.17%+5Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,509 shares 1,509$209K0.17%newTimeline

How Q1 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 0002044309-26-000004 base2026-05-05acceptance time not in the bulk data set