Beacon Financial Planning, Inc Portfolio Holdings
Beacon Financial Planning, Inc
- $179 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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