Beacon Financial Planning, Inc Options Holdings

Beacon Financial Planning, Inc

  • $179 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held 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
Track This Portfolio

Track Beacon Financial Planning, Inc Portfolio

Follow Beacon Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email