Golden Bell Financial Planning LLC holds a focused book of 41 stocks worth $136.0M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Dimensional Core Fixed Inc and trimmed Avantis US Small Cap Value. Their largest long position is Vanguard Total Bond Market at 19% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Golden Bell Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 41 / 41 | $42.2B |
| LPL Financial LLC | 41 / 41 | $31.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 41 / 41 | $6.8B |
| OSAIC HOLDINGS, INC. | 41 / 41 | $6.0B |
| MORGAN STANLEY | 40 / 41 | $98.2B |
| JPMORGAN CHASE & CO | 40 / 41 | $91.0B |
| JONES FINANCIAL COMPANIES LLLP | 40 / 41 | $51.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 40 / 41 | $41.9B |
Ranked by how many of Golden Bell Financial Planning LLC's top 41 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS TOTAL BND MRKT | $25.2M | 343.1K | 18.5% | ▲+9.8% Added · +31K sh | |
| 2 | Vanguard Charlotte FDS TOTAL INT BD ETF | $12.2M | 251.0K | 8.9% | ▲+5.4% Added · +13K sh | |
| 3 | Schwab Strategic TR US TIPS ETF | $11.4M | 430.0K | 8.4% | ▲+7.0% Added · +28K sh | |
| 4 | Dimensional ETF Trust US LARG VALU ETF | $11.2M | 283.0K | 8.2% | ▲+2.8% Added · +8K sh | |
| 5 | American Centy ETF TR INTERNATIONAL LR | $9.3M | 120.2K | 6.8% | ▲+1.2% Added · +1K sh | |
| 6 | American Centy ETF TR US SML CP VALU | $8.5M | 68.3K | 6.3% | ▼−1.1% Reduced · −797 sh | |
| 7 | American Centy ETF TR EMERGING MKT VAL | $8.3M | 126.7K | 6.1% | ▼−5.8% Reduced · −8K sh | |
| 8 | American Centy ETF TR INTL SMCP VLU | $6.0M | 58.0K | 4.4% | ▼−3.0% Reduced · −2K sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $5.8M | 70.6K | 4.3% | ▲+3.4% Added · +2K sh | |
| 10 | Ishares TR CORE US AGGBD ET | $5.7M | 57.7K | 4.2% | ▼−1.2% Reduced · −690 sh | |
| 11 | Schwab Strategic TR US LCAP VA ETF | $5.1M | 147.6K | 3.8% | ▼−1.1% Reduced · −2K sh | |
| 12 | Dimensional ETF Trust INTL SMALL CAP V | $3.8M | 95.5K | 2.8% | ▲+7.7% Added · +7K sh | |
| 13 | Dimensional ETF Trust EMERGING MKTS VA | $3.7M | 86.6K | 2.7% | ▲+1.5% Added · +1K sh | |
| 14 | Ishares TR TIPS BD ETF | $2.3M | 21.3K | 1.7% | ▲+0.4% Added · +79 sh | |
| 15 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.3M | 45.4K | 1.7% | ▲+8.9% Added · +4K sh | |
| 16 | Lattice Strategies TR HARTFORD US EQTY | $1.9M | 28.9K | 1.4% | ▼−1.3% Reduced · −377 sh | |
| 17 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $1.3M | 8.7K | 1.0% | ▼−5.0% Reduced · −462 sh | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 16.8K | 0.9% | ▼−4.6% Reduced · −816 sh | |
| 19 | Vanguard Index FDS LARGE CAP ETF | $1.1M | 3.2K | 0.8% | ▼−3.6% Reduced · −121 sh | |
| 20 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.1M | 17.9K | 0.8% | ▼−2.3% Reduced · −426 sh | |
| 21 | Invesco Exchange Traded FD T RAFI US 1500 | $792K | 14.2K | 0.6% | —Held | |
| 22 | Dimensional ETF Trust US SMALL CAP ETF | $777K | 20.0K | 0.6% | ▼−9.3% Reduced · −2K sh | |
| 23 | RBB FD Inc F M CO US AG ETF | $767K | 7.5K | 0.6% | —Held | |
| 24 | Schwab Strategic TR FUNDAMENTAL INTL | $524K | 10.8K | 0.4% | ▼−11% Reduced · −1K sh | |
| 25 | Vanguard Index FDS SMALL CP ETF | $499K | 1.6K | 0.4% | —Held | |
| 26 | Dimensional ETF Trust INTERNATNAL VAL | $494K | 9.1K | 0.4% | ▲+0.1% Added · +7 sh | |
| 27 | Schwab Strategic TR MUN BD ETF | $467K | 18.1K | 0.3% | ▲+0.6% Added · +109 sh | |
| 28 | Berkshire Hathaway Inc Del CL B NEW | $459K | 918 | 0.3% | —Held | |
| 29 | Dimensional ETF Trust CORE FIXE IN ETF | $419K | 9.9K | 0.3% | ▲New New position | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $334K | 447 | 0.2% | ▼−0.2% Reduced · −1 sh | |
| 31 | Schwab Strategic TR FUND EM EQUI ETF | $319K | 8.0K | 0.2% | ▼−0.9% Reduced · −72 sh | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $311K | 453 | 0.2% | —Held | |
| 33 | Ishares TR CORE INTL AGGR | $310K | 6.1K | 0.2% | ▲New New position | |
| 34 | Schwab Strategic TR US SML CAP ETF | $291K | 8.0K | 0.2% | —Held | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $268K | 725 | 0.2% | ▼−0.3% Reduced · −2 sh | |
| 36 | Ishares TR MSCI USA VALUE | $255K | 1.3K | 0.2% | ▲New New position | |
| 37 | Vanguard Intl Equity Index F TT WRLD ST ETF | $252K | 1.6K | 0.2% | ▲+6.4% Added · +96 sh | |
| 38 | Vanguard Index FDS VALUE ETF | $243K | 1.1K | 0.2% | ▲+0.5% Added · +5 sh | |
| 39 | Lattice Strategies TR HARTFORD MLT SML | $243K | 4.3K | 0.2% | ▼−6.4% Reduced · −295 sh | |
| 40 | Ishares TR CORE S&P SCP ETF | $227K | 1.5K | 0.2% | ▲New New position | |
| 41 | Vanguard Malvern FDS STRM INFPROIDX | $221K | 4.4K | 0.2% | ▲~0% Added · +2 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2044309/holdings"
Use Arkolith to show Golden Bell Financial Planning LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 41 | $136.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 37 | $125.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 36 | $120.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35 | $115.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 34 | $106.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 34 | $103.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 34 | $99.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.