BEACON FINANCIAL PLANNING, INC - Portfolio Stock Holdings
BEACON FINANCIAL PLANNING, INC disclosed 86 stock positions in a recent SEC 13F filing. $293,578,782 of stock holdings were filed, with the largest holdings including IVV, QQQ, and FNDF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $397,111,083 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
86Est. Stock Holding Value:
$293,578,782Top Stock Holdings By Sector
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Portfolio Stock Holdings - BEACON FINANCIAL PLANNING, INC
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