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Golden Bell Financial Planning LLC
RIA/Wealth
Golden Bell Financial Planning LLC is a RIA/Wealth led by James Barber Twining, reporting $1.2B in AUM as of Q3 2025 with 93% ETF concentration, 77% concentrated in top 10 holdings, and 19% allocation to BND.
CEOJames Barber Twining
- Portfolio Value
- $115.1M
- Positions
- 35
- Top Holding
- BND at 19.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Golden Bell Financial Planning LLC's portfolio (77.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.9M | 19.04% | +$2.9M Bought | — 294.6K shares | |
ETF ETF | $10.6M | 9.23% | +$629.4K Bought | — 214.8K shares | |
ETF ETF | $9.8M | 8.53% | +$769.8K Bought | — 364.0K shares | |
ETF ETF | $8.5M | 7.36% | -$375.0K Sold | — 147.6K shares | |
Unknown Unknown | $7.7M | 6.72% | +$23.3K Bought | — 114.6K shares | |
ETF ETF | $7.3M | 6.36% | +$504.8K Bought | — 222.4K shares | |
ETF ETF | $6.3M | 5.44% | +$125.2K Bought | — 63.0K shares | |
ETF ETF | $5.8M | 5.03% | -$247.5K Sold | — 57.8K shares | |
ETF ETF | $5.7M | 4.94% | -$393.6K Sold | — 63.9K shares | |
ETF ETF | $5.3M | 4.64% | +$224.5K Bought | — 63.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Golden Bell Financial Planning LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+15.25% | |
+12.39% | |
+10.25% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-17.2% | |
-14.88% | |
-11.46% | |
-10.13% |
Analytics
Portfolio insights and performance metrics for Golden Bell Financial Planning LLC
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