Golden Bell Financial Planning LLC ETF holdings
Alpharetta, GA
Reported $135.5M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$135.5M
ETFs held
40
Change from prior quarter
+8.4%
With price moves
ETFs as a share of its 13F
99.7%
of $136.0M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| BND | Vanguard Total Bond Market ETF | $25.2M | 343,092 | +30,787 shares |
| BNDX | Vanguard Total International Bond ETF | $12.2M | 251,039 | +12,785 shares |
| SCHP | Schwab U.S. TIPS ETF | $11.4M | 429,976 | +28,275 shares |
| DFLV | Dimensional US Large Cap Value ETF | $11.2M | 282,956 | +7,596 shares |
| AVIV | Avantis International Large Cap Value ETF | $9.3M | 120,237 | +1,462 shares |
| AVUV | Avantis US Small Cap Value ETF | $8.5M | 68,260 | −797 shares |
| AVES | Avantis Emerging Markets Value ETF | $8.3M | 126,665 | −7,819 shares |
| AVDV | Avantis International Small Cap Value ETF | $6.0M | 57,971 | −1,826 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $5.8M | 70,619 | +2,295 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $5.7M | 57,694 | −690 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002044309. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Golden Bell Financial Planning LLC own?
Golden Bell Financial Planning LLC reported 40 ETF positions worth $135.5M in its Form 13F for June 30, 2026. The largest was BND, at $25.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.