Beacon Financial Planning, Inc - Q12026 Holdings

Beacon Financial Planning, Inc holds 76 stocks with a total portfolio value of $ 258.19M as of Q12026. In Q12026, Beacon Financial Planning, Inc added 25 new positions, increased stakes in 47 stocks, reduced 2 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 13.80% of the total portfolio.