Beacon Financial Planning, Inc Portfolio Holdings

Beacon Financial Planning, Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 48 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 $31.2B, Invesco Qqq Trust, Series 1 with a value of $21.2B, Berkshire Hathaway Inc Class B with a value of $20.3B, Ishares Core S&P Mid Cap ETF with a value of $13.6B, and Invesco Actively Managed ETF T with a value of $11.2B.

Examining the 13F form we can see an increase of $9.78B in the current position value, from $162B to 172B.

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.