Beacon Financial Planning, Inc has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $193 Billion distributed in 53 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 $33.1B, Invesco Qqq Trust, Series 1 with a value of $23.2B, Berkshire Hathaway Inc Class B with a value of $20.1B, Schwab Fundamental Intl Large with a value of $13.5B, and Ishares Core S&P Mid Cap ETF with a value of $13B.
Examining the 13F form we can see an increase of $14B in the current position value, from $179B to 193B.
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.
