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 $294.6M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($39.8M, 13.53%), QQQ ($33.5M, 11.36%), FNDF ($21.9M, 7.44%), BRKB ($20.6M, 6.99%), IJH ($17.0M, 5.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $39.8M | 13.53% | 53,211 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $33.5M | 11.36% | 45,449 | Trimmed |
| 3 | FNDF | SCHWAB STRATEGIC TR | $21.9M | 7.44% | 415,135 | Added |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $20.6M | 6.99% | 41,158 | Trimmed |
| 5 | IJH | ISHARES TR | $17.0M | 5.77% | 220,317 | Trimmed |
| 6 | VB | VANGUARD INDEX FDS | $10.9M | 3.68% | 35,796 | Added |
| 7 | WELL | WELLTOWER INC | $9.7M | 3.29% | 42,657 | Added |
| 8 | SOXX | ISHARES TR | $9.6M | 3.26% | 14,994 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $9.5M | 3.23% | 300,191 | Added |
| 10 | GTO | INVESCO ACTIVELY MANAGED EXC | $9.0M | 3.06% | 192,081 | Trimmed |
| 11 | TSLA | TESLA INC | $7.5M | 2.55% | 17,875 | Added |
| 12 | MTUM | ISHARES TR | $7.3M | 2.47% | 21,244 | Added |
| 13 | QUAL | ISHARES TR | $7.2M | 2.45% | 32,870 | Trimmed |
| 14 | DYNF | BLACKROCK ETF TRUST | $6.3M | 2.13% | 92,373 | Added |
| 15 | XSHQ | INVESCO EXCH TRADED FD TR II | $6.1M | 2.05% | 125,141 | Trimmed |
| 16 | HYDB | ISHARES TR | $5.5M | 1.86% | 117,216 | Added |
| 17 | VFQY | VANGUARD WELLINGTON FD | $4.4M | 1.50% | 25,958 | Trimmed |
| 18 | IXUS | ISHARES TR | $4.3M | 1.47% | 45,432 | Added |
| 19 | VIGI | VANGUARD WHITEHALL FDS | $4.3M | 1.47% | 46,515 | Added |
| 20 | VOOV | VANGUARD ADMIRAL FDS INC | $3.9M | 1.33% | 17,824 | Added |
| 21 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.14% | 54,547 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $3.3M | 1.13% | 16,582 | Added |
| 23 | SPGP | INVESCO EXCHANGE TRADED FD T | $2.9M | 1.00% | 24,028 | Trimmed |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.9M | 0.99% | 55,828 | Added |
| 25 | DGRO | ISHARES TR | $2.5M | 0.85% | 33,163 | Added |
Source: SEC Form 13F filings · as of 2026-06-30