BEACON FINANCIAL PLANNING, INC: 13F holdings
CIK 19660662026Q2
| Positions | 85 |
|---|
| Reported value | $294.6m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 85 (+9 vs prior quarter) |
|---|
| Reported value | $294.6m (+14.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 53,211 | $39.8m | 13.5% |
| QQQ INVESCO QQQ TR | 45,449 | $33.5m | 11.4% |
| EWU SCHWAB STRATEGIC TR | 415,135 | $21.9m | 7.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 41,158 | $20.6m | 7.0% |
| IJH ISHARES TR | 220,317 | $17.0m | 5.8% |
| VB VANGUARD INDEX FDS | 35,796 | $10.9m | 3.7% |
| WELL WELLTOWER INC | 42,657 | $9.7m | 3.3% |
| SOXX ISHARES TR | 14,994 | $9.6m | 3.3% |
| SCHD SCHWAB STRATEGIC TR | 300,191 | $9.5m | 3.2% |
| GTO INVESCO ACTIVELY MANAGED EXC | 192,081 | $9.0m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1966066")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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