Golden Bell Financial Planning LLC - Portfolio Stock Holdings

Golden Bell Financial Planning LLC disclosed 41 stock positions in a recent SEC 13F filing. $136,004,915 of stock holdings were filed, with the largest holdings including BND, BNDX, and SCHP. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $208,600,000 and has 1 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.