Beacon Financial Planning, Inc Portfolio Holdings

Beacon Financial Planning, Inc has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 48 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 $29.5B, Berkshire Hathaway Inc Class B with a value of $23.3B, Invesco Qqq Trust, Series 1 with a value of $19.5B, Ishares Core S&P Mid Cap ETF with a value of $12.6B, and Schwab Fundamental Intl Large with a value of $11.6B.

Examining the 13F form we can see an increase of $2.19B in the current position value, from $172B to 174B.

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.