13F Filings History of Golden Bell Financial Planning LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$120,127,867
Signature - Title
Jason Lina - President
Location
Alpharetta, GA
Summary
This page shows a list of all the recent 13F filings made by Golden Bell Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Golden Bell Financial Planning LLC reported 36 stock holdings with total value $120,127,867 as of Q4 2025. Top holdings included BND, BNDX, SCHP, DFLV, and AVES.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 36 $120,127,867 +$4,492,603 -$796,521 +$3,696,082 BND, BNDX, SCHP, DFLV, AVES 13F-HR 03 Feb 2026, 08:25
Q3 2025 35 $115,073,019 +$6,267,870 -$1,970,409 +$4,297,461 BND, BNDX, SCHP, AVES, AVIV 13F-HR 04 Nov 2025, 08:39
Q2 2025 34 $106,176,430 +$1,477,559 -$2,666,077 -$1,188,518 BND, BNDX, SCHP, AVES, AVIV 13F-HR 05 Aug 2025, 12:26
Q1 2025 34 $102,952,079 +$2,407,575 -$920,950 +$1,486,625 BND, BNDX, SCHP, AVES, AVIV 13F-HR 06 May 2025, 10:07
Q4 2024 34 $99,499,030 $0 $0 $0 BND, BNDX, SCHP, AVES, AGG 13F-HR 04 Feb 2025, 09:42