Beacon Financial Planning, Inc Portfolio Holdings

Beacon Financial Planning, Inc

  • $193 Billion
  • Q3 2025

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.

Portfolio value $193 Billion
ETFs: $147 Billion
Financial Services: $20.3 Billion
Consumer Cyclical: $8.07 Billion
Real Estate: $5.01 Billion
Technology: $4.76 Billion
Healthcare: $1.77 Billion
Communication Services: $584 Million
Basic Materials: $282 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.8B
$5.01 Billion 2.59% of portfolio
28,119
Q3 2025 Added 3.09%
$193B
$914 Million 0.47% of portfolio
2,044
Q4 2022 New
$73.7B
$282 Million 0.15% of portfolio
1,031
Q3 2025 Added 0.59%
$193B
$255 Million 0.13% of portfolio
2,230
Q3 2025 New
$139B
$215 Million 0.11% of portfolio
651
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $193 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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