Sponsored

The Analysis of BEACON FINANCIAL PLANNING, INC's Holdings & P&L

Currently, BEACON FINANCIAL PLANNING, INC holds 76 types of securities in its portfolio with a total value $258.2M. In the most recent quarter, they have increased their positions in N/A (+7.5K shares, valued at $4.3M), FNDF (+86.3K shares, valued at $4.2M), IVV (+5.6K shares, valued at $3.7M); decreased their positions in N/A (-31.8K shares, valued at $1.7M), ECL (-61 shares, valued at $16.2K); initiated new positions in IBHF (+38.3K shares, valued at $878.3K), VRT (+3.4K shares, valued at $846.4K), SMH (+2.2K shares, valued at $838.0K).

1M P&L

+8.3M+3.81%

3M P&L

+7.0M+3.18%

HY P&L

+20.5M+9.99%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A177.0M

87.1%

2REIT - Healthcare Facilities8.4M

4.2%

3Auto Manufacturers6.6M

3.3%

Top Industries by Stock Count

1N/A53 stocks

77.9%

2Software - Infrastructure2 stocks

2.9%

3Internet Retail1 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR54.6K shares11.42%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR46.0K shares19.52%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL43.1K shares10.96%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR413.7K shares26.36%2026-03-312026-04-22

IJH ISHARES TR224.2K shares12.41%2026-03-312026-04-22

GTO INVESCO ACTIVELY MANAGED EXC207.8K shares6.77%2026-03-312026-04-22

VB VANGUARD INDEX FDS35.1K shares25.82%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR279.7K shares31.02%2026-03-312026-04-22

Sponsored

WELL WELLTOWER INC42.6K shares41.89%2026-03-312026-04-22

TSLA TESLA INC17.8K shares1.24%2026-03-312026-04-22

QUAL ISHARES TR33.0K shares47.75%2026-03-312026-04-22

XSHQ INVESCO EXCH TRADED FD TR II132.0K shares37.59%2026-03-312026-04-22

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO102.5K shares-23.65%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST90.1K shares58.93%2026-03-312026-04-22

SOXX ISHARES TR15.3K shares36.69%2026-03-312026-04-22

HYDB ISHARES TR105.4K shares43.98%2026-03-312026-04-22

Sponsored

VFQY VANGUARD WELLINGTON FD28.1K shares47.54%2026-03-312026-04-22

MTUM ISHARES TR17.3K shares94.04%2026-03-312026-04-22

VIGI VANGUARD WHITEHALL FDS46.2K shares85.43%2026-03-312026-04-22

IXUS ISHARES TR43.0K shares8.25%2026-03-312026-04-22

VOOV VANGUARD ADMIRAL FDS INC17.2K shares57.44%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II55.4K shares83.41%2026-03-312026-04-22

SPGP INVESCO EXCHANGE TRADED FD T26.4K shares48.07%2026-03-312026-04-22

NVDA NVIDIA CORPORATION16.0K shares20.73%2026-03-312026-04-22

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F44.8K shares73.06%2026-03-312026-04-22

PYLD PIMCO ETF TR85.5K shares83.61%2026-03-312026-04-22

DGRO ISHARES TR31.4K shares47.61%2026-03-312026-04-22

AAPL APPLE INC7.0K shares28.55%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC3.7K shares79.03%2026-03-312026-04-22

ESGV VANGUARD WORLD FD12.3K shares0.26%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS12.2K shares59.75%2026-03-312026-04-22

EFG ISHARES TR11.7K shares84.11%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares92.60%2026-03-312026-04-22

BOND PIMCO ETF TR12.5K shares1.35%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON4.7K shares2.46%2026-03-312026-04-22

FNDX SCHWAB STRATEGIC TR39.5K shares11.97%2026-03-312026-04-22

VOT VANGUARD INDEX FDS4.2K shares5.67%2026-03-312026-04-22

IBHF ISHARES TR38.3K sharesnew addition2026-03-312026-04-22

VRT VERTIV HOLDINGS CO3.4K sharesnew addition2026-03-312026-04-22

SMH VANECK ETF TRUST2.2K sharesnew addition2026-03-312026-04-22

Sponsored

IBDR ISHARES TR31.4K shares24.42%2026-03-312026-04-22

EFA ISHARES TR7.2K shares223.69%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.6K shares78.39%2026-03-312026-04-22

IBTG ISHARES TR28.5K shares68.98%2026-03-312026-04-22

AMZN AMAZON COM INC2.8K shares117.15%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.00%2026-03-312026-04-22

MSFT MICROSOFT CORP1.5K shares27.57%2026-03-312026-04-22

ESGD ISHARES TR5.7K shares0.00%2026-03-312026-04-22

Sponsored

MINT PIMCO ETF TR5.0K sharesnew addition2026-03-312026-04-22

IBTH ISHARES TR22.0K sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.7K shares33.59%2026-03-312026-04-22

IBDT ISHARES TR16.7K shares83.39%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F7.4K sharesnew addition2026-03-312026-04-22

IBTI ISHARES TR18.0K sharesnew addition2026-03-312026-04-22

IBDS ISHARES TR15.9K sharesnew addition2026-03-312026-04-22

BAI BLACKROCK ETF TRUST11.7K sharesnew addition2026-03-312026-04-22

Sponsored

NLR VANECK ETF TRUST2.8K sharesnew addition2026-03-312026-04-22

BROADCOM INC BROADCOM INC1.2K sharesnew addition2026-03-312026-04-22

VXUS VANGUARD STAR FDS4.8K shares15.72%2026-03-312026-04-22

IVE ISHARES TR1.7K shares17.15%2026-03-312026-04-22

BN BROOKFIELD CORP8.7K sharesnew addition2026-03-312026-04-22

IBDU ISHARES TR13.7K sharesnew addition2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-04-22

IWF ISHARES TR646 sharesnew addition2026-03-312026-04-22

Sponsored

DIS DISNEY WALT CO2.8K shares25.83%2026-03-312026-04-22

MKL MARKEL GROUP INC141 sharesnew addition2026-03-312026-04-22

IBDW ISHARES TR12.4K sharesnew addition2026-03-312026-04-22

ECL ECOLAB INC967 shares-5.93%2026-03-312026-04-22

VBR VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INC846 sharesnew addition2026-03-312026-04-22

VOX VANGUARD WORLD FD1.3K sharesnew addition2026-03-312026-04-22

TJX TJX COS INC NEW1.4K sharesnew addition2026-03-312026-04-22

Sponsored

PPA INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR2.4K sharesnew addition2026-03-312026-04-22

IBTJ ISHARES TR9.6K sharesnew addition2026-03-312026-04-22

IBHG ISHARES TR9.2K sharesnew addition2026-03-312026-04-22

IVV

ISHARES TR

11.42%

Shares54.6K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

19.52%

Shares46.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

10.96%

Shares43.1K

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

26.36%

Shares413.7K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

12.41%

Shares224.2K

Event2026-03-31

Filed2026-04-22

GTO

INVESCO ACTIVELY MANAGED EXC

6.77%

Shares207.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

25.82%

Shares35.1K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

31.02%

Shares279.7K

Event2026-03-31

Filed2026-04-22

WELL

WELLTOWER INC

41.89%

Shares42.6K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

1.24%

Shares17.8K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

47.75%

Shares33.0K

Event2026-03-31

Filed2026-04-22

XSHQ

INVESCO EXCH TRADED FD TR II

37.59%

Shares132.0K

Event2026-03-31

Filed2026-04-22

PROFESIONALLY MANAGED PORTFO

-23.65%

Shares102.5K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

58.93%

Shares90.1K

Event2026-03-31

Filed2026-04-22

SOXX

ISHARES TR

36.69%

Shares15.3K

Event2026-03-31

Filed2026-04-22

HYDB

ISHARES TR

43.98%

Shares105.4K

Event2026-03-31

Filed2026-04-22

VFQY

VANGUARD WELLINGTON FD

47.54%

Shares28.1K

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

94.04%

Shares17.3K

Event2026-03-31

Filed2026-04-22

VIGI

VANGUARD WHITEHALL FDS

85.43%

Shares46.2K

Event2026-03-31

Filed2026-04-22

IXUS

ISHARES TR

8.25%

Shares43.0K

Event2026-03-31

Filed2026-04-22

VOOV

VANGUARD ADMIRAL FDS INC

57.44%

Shares17.2K

Event2026-03-31

Filed2026-04-22

BINC

BLACKROCK ETF TRUST II

83.41%

Shares55.4K

Event2026-03-31

Filed2026-04-22

SPGP

INVESCO EXCHANGE TRADED FD T

48.07%

Shares26.4K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

20.73%

Shares16.0K

Event2026-03-31

Filed2026-04-22

JEPQ

J P MORGAN EXCHANGE TRADED F

73.06%

Shares44.8K

Event2026-03-31

Filed2026-04-22

PYLD

PIMCO ETF TR

83.61%

Shares85.5K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

47.61%

Shares31.4K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

28.55%

Shares7.0K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

79.03%

Shares3.7K

Event2026-03-31

Filed2026-04-22

ESGV

VANGUARD WORLD FD

0.26%

Shares12.3K

Event2026-03-31

Filed2026-04-22

VONG

VANGUARD SCOTTSDALE FDS

59.75%

Shares12.2K

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

84.11%

Shares11.7K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

92.60%

Shares2.0K

Event2026-03-31

Filed2026-04-22

BOND

PIMCO ETF TR

1.35%

Shares12.5K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

2.46%

Shares4.7K

Event2026-03-31

Filed2026-04-22

FNDX

SCHWAB STRATEGIC TR

11.97%

Shares39.5K

Event2026-03-31

Filed2026-04-22

VOT

VANGUARD INDEX FDS

5.67%

Shares4.2K

Event2026-03-31

Filed2026-04-22

IBHF

ISHARES TR

New

Shares38.3K

Event2026-03-31

Filed2026-04-22

VRT

VERTIV HOLDINGS CO

New

Shares3.4K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

New

Shares2.2K

Event2026-03-31

Filed2026-04-22

IBDR

ISHARES TR

24.42%

Shares31.4K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

223.69%

Shares7.2K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

78.39%

Shares1.6K

Event2026-03-31

Filed2026-04-22

IBTG

ISHARES TR

68.98%

Shares28.5K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

117.15%

Shares2.8K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

27.57%

Shares1.5K

Event2026-03-31

Filed2026-04-22

ESGD

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-22

MINT

PIMCO ETF TR

New

Shares5.0K

Event2026-03-31

Filed2026-04-22

IBTH

ISHARES TR

New

Shares22.0K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

33.59%

Shares1.7K

Event2026-03-31

Filed2026-04-22

IBDT

ISHARES TR

83.39%

Shares16.7K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares7.4K

Event2026-03-31

Filed2026-04-22

IBTI

ISHARES TR

New

Shares18.0K

Event2026-03-31

Filed2026-04-22

IBDS

ISHARES TR

New

Shares15.9K

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

New

Shares11.7K

Event2026-03-31

Filed2026-04-22

NLR

VANECK ETF TRUST

New

Shares2.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-22

VXUS

VANGUARD STAR FDS

15.72%

Shares4.8K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

17.15%

Shares1.7K

Event2026-03-31

Filed2026-04-22

BROOKFIELD CORP

New

Shares8.7K

Event2026-03-31

Filed2026-04-22

IBDU

ISHARES TR

New

Shares13.7K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

New

Shares646

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

25.83%

Shares2.8K

Event2026-03-31

Filed2026-04-22

MKL

MARKEL GROUP INC

New

Shares141

Event2026-03-31

Filed2026-04-22

IBDW

ISHARES TR

New

Shares12.4K

Event2026-03-31

Filed2026-04-22

ECL

ECOLAB INC

-5.93%

Shares967

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

New

Shares1.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

New

Shares846

Event2026-03-31

Filed2026-04-22

VOX

VANGUARD WORLD FD

New

Shares1.3K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

New

Shares1.4K

Event2026-03-31

Filed2026-04-22

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares1.3K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-22

IBTJ

ISHARES TR

New

Shares9.6K

Event2026-03-31

Filed2026-04-22

IBHG

ISHARES TR

New

Shares9.2K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available