Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BEACON FINANCIAL PLANNING, INC (CIK 1966066) reported $258.2M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($35.6M, 13.80%), QQQ ($26.5M, 10.27%), BRK/B ($20.7M, 8.00%), FNDF ($20.2M, 7.84%), IJH ($15.1M, 5.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $35.6M | 13.80% | 54,553 | Added |
| 2 | QQQ | INVESCO QQQ TR | $26.5M | 10.27% | 45,953 | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.7M | 8.00% | 43,093 | Added |
| 4 | FNDF | SCHWAB STRATEGIC TR | $20.2M | 7.84% | 413,737 | Added |
| 5 | IJH | ISHARES TR | $15.1M | 5.86% | 224,228 | Added |
| 6 | GTO | INVESCO ACTIVELY MANAGED EXC | $9.7M | 3.77% | 207,784 | Added |
| 7 | VB | VANGUARD INDEX FDS | $9.2M | 3.56% | 35,091 | Added |
| 8 | SCHD | SCHWAB STRATEGIC TR | $8.6M | 3.32% | 279,698 | Added |
| 9 | WELL | WELLTOWER INC | $8.4M | 3.26% | 42,632 | Added |
| 10 | TSLA | TESLA INC | $6.6M | 2.57% | 17,826 | Added |
| 11 | QUAL | ISHARES TR | $6.3M | 2.45% | 33,022 | Added |
| 12 | XSHQ | INVESCO EXCH TRADED FD TR II | $5.6M | 2.16% | 131,997 | Added |
| 13 | MZLSX | PROFESIONALLY MANAGED PORTFO | $5.4M | 2.10% | 102,517 | Trimmed |
| 14 | DYNF | BLACKROCK ETF TRUST | $5.2M | 2.03% | 90,079 | Added |
| 15 | SOXX | ISHARES TR | $5.0M | 1.94% | 15,263 | Added |
| 16 | HYDB | ISHARES TR | $4.9M | 1.90% | 105,420 | Added |
| 17 | VFQY | VANGUARD WELLINGTON FD | $4.2M | 1.62% | 28,092 | Added |
| 18 | MTUM | ISHARES TR | $4.2M | 1.61% | 17,324 | Added |
| 19 | VIGI | VANGUARD WHITEHALL FDS | $4.1M | 1.58% | 46,207 | Added |
| 20 | IXUS | ISHARES TR | $3.7M | 1.44% | 43,022 | Added |
| 21 | VOOV | VANGUARD ADMIRAL FDS INC | $3.5M | 1.36% | 17,189 | Added |
| 22 | BINC | BLACKROCK ETF TRUST II | $2.9M | 1.11% | 55,419 | Added |
| 23 | SPGP | INVESCO EXCHANGE TRADED FD T | $2.8M | 1.10% | 26,419 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $2.8M | 1.08% | 15,984 | Added |
| 25 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.96% | 44,777 | Added |
Source: SEC Form 13F filings · as of 2026-03-31