BEACON FINANCIAL PLANNING, INC
BEACON FINANCIAL PLANNING, INC reported 85 positions worth $294.6M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: IVV (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $39.8M | 13.53% | 53,211 | — | — | |
| ▸ 2 | QQQ | SH | $33.5M | 11.36% | 45,449 | — | — | |
| ▸ 3 | FNDF | SH | $21.9M | 7.44% | 415,135 | — | — | |
| ▸ 4 | BRK-B | SH | $20.6M | 6.99% | 41,158 | — | — | |
| ▸ 5 | IJH | SH | $17.0M | 5.77% | 220,317 | — | — | |
| ▸ 6 | VB | SH | $10.9M | 3.68% | 35,796 | — | — | |
| ▸ 7 | WELL | SH | $9.7M | 3.29% | 42,657 | — | — | |
| ▸ 8 | SOXX | SH | $9.6M | 3.26% | 14,994 | — | — | |
| ▸ 9 | SCHD | SH | $9.5M | 3.23% | 300,191 | — | — | |
| ▸ 10 | GTO | SH | $9.0M | 3.06% | 192,081 | — | — |
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Frequently Asked Questions
What stocks does BEACON FINANCIAL PLANNING, INC hold as of Q2 2026?
BEACON FINANCIAL PLANNING, INC reported 85 positions worth $294.6M in its Q2 2026 13F filing. Largest positions: IVV (13.5%), QQQ (11.4%), FNDF (7.4%), BRK-B (7.0%) and IJH (5.8%).
What did BEACON FINANCIAL PLANNING, INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BEACON FINANCIAL PLANNING, INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.