Golden Bell Financial Planning LLC

13F Filings History

Latest 13F report: Q2 2025 - Aug 5, 2025
Value $: $106M
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 34 stock holdings with total value $106M as of Q2 2025. Top holdings included BND, BNDX, SCHP, AVES, and AVIV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	34	$106M	+$1.48M	-$2.67M	-$1.19M	BND, BNDX, SCHP, AVES, AVIV	13F-HR	8/5/2025, 12:26 PM
Q1 2025	34	$103M	+$2.41M	-$921K	+$1.49M	BND, BNDX, SCHP, AVES, AVIV	13F-HR	5/6/2025, 10:07 AM
Q4 2024	34	$99.5M	$0	$0		BND, BNDX, SCHP, AVES, AGG	13F-HR	2/4/2025, 09:42 AM