§ 13F · FUND PROFILE
BEACON FINANCIAL PLANNING, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $179.1T (13F)Positions · 50Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 49K | $33.5T | 16.2% | −1% |
| 2 | QQQ | INVESCO QQQ TR | 38K | $23.6T | 11.4% | ±0% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 39K | $19.5T | 9.4% | −3% |
| 4 | FNDF | SCHWAB STRATEGIC TR | 327K | $14.8T | 7.1% | +4% |
| 5 | IJH | ISHARES TR | 199K | $13.2T | 6.3% | ±0% |
| 6 | GTO | INVESCO ACTIVELY MANAGED EXC | 195K | $9.2T | 4.5% | ±0% |
| 7 | AKRE | PROFESIONALLY MANAGED PORTFO | 134K | $8.8T | 4.2% | NEW |
| 8 | TSLA | TESLA INC | 18K | $7.9T | 3.8% | ±0% |
| 9 | VB | VANGUARD INDEX FDS | 28K | $7.2T | 3.5% | +5% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 213K | $5.9T | 2.8% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
BEACON FINANCIAL PLANNING, INC is a Other fund managing $179119.8 trillion in assets. The fund runs a portfolio of 50 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed