Golden Bell Financial Planning LLC Portfolio Activity Q2 2026
Golden Bell Financial Planning LLC held a total portfolio value of $134,995,327 as of June 30th, 2026. This analysis highlights significant changes observed in their holdings during the quarter.
As of June 30th, 2026, Golden Bell Financial Planning LLC maintained a substantial portfolio value of $134,995,327.
Prominent Purchases This Quarter
The investor demonstrated strong buying activity in several Vanguard funds during Q2. The largest purchase was concentrated in the Vanguard Balanced Index Fund (BND), which saw an increase of 30,787 shares representing a nearly 9.86% share growth from the previous quarter.
Alongside BND, there were significant additions to other Vanguard funds. The SCHWAB STRATEGIC TR (SCHP) increased by 28,275 shares (7.04% share change), while the VANGUARD CHARLOTTE FDS (BNDX) added 12,785 shares (5.37% share change).
New Positions and Significant Buys
In addition to expanding existing positions, Golden Bell initiated new holdings or significantly increased allocations in Dimensional and iShares funds.
- Their position in the DIMENSIONAL ETF TRUST (DFCF) grew substantially by adding all 9,918 shares held at quarter end.
- A new holding emerged with a notable allocation to the ISHARES TR (IAGG), which increased by 6,133 shares representing a full 100% change from prior period.
Focus on Specific Sectors
The portfolio allocation primarily consists of one sector category: Financial Services. According to the data, this investor holds positions totaling $459,358 in this sector (representing 0.34% of their total portfolio value).
Sales and Reductions Observed
While purchases were evident, there was also activity involving reductions or exits from certain holdings.
- The American Century funds experienced some reduction: SCHWAB STRATEGIC TR (SCHP) saw a decrease of 7,819 shares (-5.81% share change), and the AMERICAN CENTY ETF TR (AVES) lost 1,462 shares (-1.23% share change).
The most significant reduction occurred in the AMERICAN CENTY ETF TR (AVES) position, which decreased by 7,819 shares (-5.81% share change) during the quarter.
No Disclosures for Certain Activities
The provided data does not indicate any activity falling into specific categories like large sales or changes within certain sectors beyond what is shown above.