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Golden Bell Financial Planning LLC

13F filer · CIK 0002044309
Reported Jul 31, 2026
Net buyer this quarter
13F portfolio value$136MU.S. long equity reported on 13F
Positions41 new · 0 closed
Net flow last quarter+$367KBuys minus sells
Top 10 positions weight7.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 31, 20264 positions
AVIVAviv REIT, Inc.$9.31M6.84%0.25%+1.2%Q4 2024
BRK.BBerkshire Hathaway Inc$459K0.34%Not reportedNot reportedQ4 2024
SPYSPDR S&P 500 ETF Trust$334K0.25%Not reported-0.2%Q4 2024
VLUEiSHARES TRUST$255K0.19%Not reportedNewQ2 2026
Q1 2026Reported May 5, 20263 positions
AVIVAviv REIT, Inc.$8.89M7.08%0.25%+1.6%Q4 2024
BRK.BBerkshire Hathaway Inc$440K0.35%Not reportedNot reportedQ4 2024
SPYSPDR S&P 500 ETF Trust$291K0.23%Not reportedNot reportedQ4 2024
Q4 2025Reported Feb 3, 20263 positions
AVIVAviv REIT, Inc.$8.32M6.93%0.24%+2.0%Q4 2024
BRK.BBerkshire Hathaway Inc$461K0.38%Not reportedNot reportedQ4 2024
SPYSPDR S&P 500 ETF Trust$306K0.25%Not reportedNot reportedQ4 2024
Q3 2025Reported Nov 4, 20253 positions
AVIVAviv REIT, Inc.$7.73M6.72%0.24%+0.3%Q4 2024
BRK.BBerkshire Hathaway Inc$462K0.40%Not reportedNot reportedQ4 2024
SPYSPDR S&P 500 ETF Trust$298K0.26%Not reportedNot reportedQ4 2024
Premium opens every quarter this fund has filed
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