Beacon Financial Planning, Inc - Q42025 Holdings

Beacon Financial Planning, Inc holds 51 stocks with a total portfolio value of $ 207.34M as of Q42025. In Q42025, Beacon Financial Planning, Inc added 4 new positions, increased stakes in 34 stocks, reduced 11 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (IVV), representing 16.17% of the total portfolio.