Beacon Financial Planning, Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 50 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31B, Invesco Qqq Trust, Series 1 with a value of $21.6B, Berkshire Hathaway Inc Class B with a value of $20B, Ishares Core S&P Mid Cap ETF with a value of $12.6B, and Schwab Fundamental Intl Large with a value of $12.2B.

Examining the 13F form we can see an increase of $5.13B in the current position value, from $174B to 179B.

Beacon Financial Planning, Inc is based out at Hyannis, MA

Below you can find more details about Beacon Financial Planning, Inc portfolio as well as his latest detailed transactions.

Portfolio value $179 Billion
ETFs: $141 Billion
Financial Services: $20 Billion
Consumer Cyclical: $5.84 Billion
Real Estate: $4.19 Billion
Technology: $3.85 Billion
Healthcare: $1.81 Billion
Basic Materials: $276 Million
Communication Services: $246 Million
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 50
  • Current Value $179 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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