Golden Bell Financial Planning LLC has recently filed its 13F-HR report for the third quarter of 2026, revealing its investment holdings as of September 30. This filing is crucial as it showcases the firm’s investment strategies and compliance with regulatory requirements.

According to the filing, Golden Bell Financial Planning reported a total value of approximately $134.99 million in assets under management. The report was submitted on November 2, 2026, and reflects the company's ongoing commitment to transparency in its investment practices.

Background

Golden Bell Financial Planning LLC, based in Alpharetta, Georgia, is categorized as an investment advisor. The firm is registered under the Central Index Key (CIK) 0002044309. It primarily focuses on providing financial planning services, which include managing investment portfolios for its clients. The company has been consistent in filing its 13F reports, with the latest submission being its most recent filing.

What the Filing Says

The filing details that the report covers the period ending September 30, 2026. Jason Lina, the President of Golden Bell Financial Planning, signed the document, confirming the accuracy of the reported information. The filing includes a total of 40 entries, indicating a diverse range of investments.

Impact

This filing may affect various stakeholders, including clients of Golden Bell Financial Planning who rely on the firm for investment management and financial advice. Additionally, it serves as a benchmark for other firms in the financial planning industry, highlighting the importance of regulatory compliance and transparency in investment strategies.

What's Next

The filing does not say what happens next.