BEACON FINANCIAL PLANNING, INC - Portfolio overview

BEACON FINANCIAL PLANNING, INC has 81 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.51%
2. QQQ - INVESCO QQQ TR, 10.06%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 7.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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