Golden Bell Financial Planning LLC
Strategy in plain words
auto-generated from filingsGolden Bell Financial Planning LLC is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $125.4M US long book across 37 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL BOND MARKET, VANGUARD TOTAL INTL BOND ETF, SCHWAB U.S. TIPS ETF, DIM US LARGE CAP VALUE ETF, AVANTIS INT LRG CAP VAL ETF.
Over the last 6 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Golden Bell own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 918 | $440K | 0.4% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 37 | $125.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 36 | $120.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 35 | $115.1M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 5, 2025 | 34 | $106.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 6, 2025 | 34 | $103.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 4, 2025 | 34 | $99.5M | canonical | SEC ↗ |