Question 1

What stocks does BEACON FINANCIAL PLANNING INC hold in its portfolio?

Accepted Answer

BEACON FINANCIAL PLANNING INC's top stock holdings include BRKB, IVV, QQQ and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEACON FINANCIAL PLANNING INC's largest stock holdings?

Accepted Answer

BEACON FINANCIAL PLANNING INC's largest stock holdings as of their last filing include BRKB (valued at approximately $20.6 million), IVV (valued at approximately $39.8 million), QQQ (valued at approximately $33.5 million), WELL (valued at approximately $9.7 million), FNDF (valued at approximately $21.9 million).

Question 3

When was BEACON FINANCIAL PLANNING INC's last SEC filing?

Accepted Answer

BEACON FINANCIAL PLANNING INC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEACON FINANCIAL PLANNING INC recently bought or sold?

Accepted Answer

BEACON FINANCIAL PLANNING INC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEACON FINANCIAL PLANNING INC reported?

Accepted Answer

BEACON FINANCIAL PLANNING INC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BEACON FINANCIAL PLANNING INC invest in?

Accepted Answer

BEACON FINANCIAL PLANNING INC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.