Golden Bell Financial Planning LLC - Portfolio Stock Holdings
Golden Bell Financial Planning LLC disclosed 41 stock positions in a recent SEC 13F filing. $134,990,447 of stock holdings were filed, with the largest holdings including BND, BNDX, and DFLV. This filing represented positions held on Sept. 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.
Report Period:
Sept. 30, 2026No. of Stocks:
41Est. Stock Holding Value:
$134,990,447Top Stock Holdings By Sector
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Portfolio Stock Holdings - Golden Bell Financial Planning LLC
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% of Portfolio
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