BEACON FINANCIAL PLANNING, INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, BEACON FINANCIAL PLANNING, INC held in its portfolio 51 assets valued at $207,338,662 (i.e. $207.34M).
The most valuable assets in the portfolio included: ISHARES TR ($33.54M), INVESCO QQQ TR ($23.62M), and BERKSHIRE HATHAWAY INC DEL ($19.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BEACON FINANCIAL PLANNING, INC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 48963 | 33536598 | CORE S&P500 ETF |
| INVESCO QQQ TR | 38448 | 23619236 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 38836 | 19520915 | CL B NEW |
| SCHWAB STRATEGIC TR | 327436 | 14803386 | FUNDAMENTAL INTL |
| ISHARES TR | 199473 | 13165247 | CORE S&P MCP ETF |
| INVESCO ACTIVELY MANAGED EXC | 194617 | 9228728 | TOTAL RETURN |
| PROFESIONALLY MANAGED PORTFO | 134268 | 8795897 | AKRE FOCUS ETF |
| TESLA INC | 17607 | 7918220 | COM |
| VANGUARD INDEX FDS | 27889 | 7193965 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 213475 | 5855611 | US DIVIDEND EQ |
| WELLTOWER INC | 30046 | 5576824 | COM |
| ISHARES TR | 22350 | 4439226 | MSCI USA QLT FCT |
| INVESCO EXCH TRADED FD TR II | 95937 | 4038421 | S&P SMLCAP QTY |
| ISHARES TR | 73221 | 3467005 | HIGH YLD SYSTM B |
| BLACKROCK ETF TRUST | 56678 | 3446576 | ISHARES US EQUIT |
| ISHARES TR | 39744 | 3363896 | CORE MSCI TOTAL |
| ISHARES TR | 11166 | 3362647 | ISHARES SEMICDTR |
| VANGUARD WELLINGTON FD | 19040 | 2920982 | US QUALITY |
| NVIDIA CORPORATION | 13240 | 2469236 | COM |
| VANGUARD WHITEHALL FDS | 24919 | 2278852 | INTL DVD ETF |
| VANGUARD ADMIRAL FDS INC | 10918 | 2236537 | 500 VAL IDX FD |
| ISHARES TR | 8928 | 2234862 | MSCI USA MMENTM |
| INVESCO EXCHANGE TRADED FD T | 17842 | 2031511 | S&P 500 GARP ETF |
| BLACKROCK ETF TRUST II | 30216 | 1594483 | ISHARES FLEXIBLE |
| J P MORGAN EXCHANGE TRADED F | 25874 | 1503797 | NASDAQ EQT PREM |
| APPLE INC | 5479 | 1489643 | COM |
| VANGUARD WORLD FD | 12219 | 1478021 | ESG US STK ETF |
| ISHARES TR | 21277 | 1477060 | CORE DIV GRWTH |
| PIMCO ETF TR | 46592 | 1243085 | MULTISECTOR BD |
| INTUITIVE SURGICAL INC | 2046 | 1158773 | COM NEW |
| PIMCO ETF TR | 12359 | 1150411 | ACTIVE BD ETF |
| VANGUARD INDEX FDS | 4003 | 1117411 | MCAP GR IDXVIP |
| SCHWAB STRATEGIC TR | 35232 | 958663 | FUNDAMENTAL US L |
| JOHNSON & JOHNSON | 4598 | 951617 | COM |
| VANGUARD SCOTTSDALE FDS | 7623 | 928125 | VNG RUS1000GRW |
| ISHARES TR | 6348 | 723151 | EAFE GRWTH ETF |
| VANGUARD INDEX FDS | 1027 | 643942 | S&P 500 ETF SHS |
| ISHARES TR | 25261 | 612066 | IBONDS DEC2026 |
| VANGUARD SPECIALIZED FUNDS | 2662 | 585161 | DIV APP ETF |
| MICROSOFT CORP | 1186 | 573577 | COM |
| ISHARES TR | 5714 | 543352 | ESG AW MSCI EAFE |
| VANGUARD INDEX FDS | 870 | 424595 | GROWTH ETF |
| ALPHABET INC | 1286 | 403520 | CAP STK CL C |
| ISHARES TR | 16879 | 386114 | IBONDS 26 TRM TS |
| VANGUARD STAR FDS | 4160 | 313830 | VG TL INTL STK F |
| ISHARES TR | 1458 | 309220 | S&P 500 VAL ETF |
| AMAZON COM INC | 1283 | 296142 | COM |
| ECOLAB INC | 1028 | 269871 | COM |
| DISNEY WALT CO | 2230 | 253712 | COM |
| ISHARES TR | 9086 | 231284 | IBDS DEC28 ETF |
| ISHARES TR | 2225 | 213658 | MSCI EAFE ETF |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.