Beacon Financial Planning, Inc
Beacon Financial Planning, Inc reported 85 holdings worth US$295M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Beacon Financial Planning, Inc reported 85 holdings worth US$295M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Welltower Inc. and Tesla, Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$295M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 41,158 | US$20.6M | 7.0% |
| Welltower Inc. | 42,657 | US$9.68M | 3.3% |
| Tesla, Inc. | 17,875 | US$7.52M | 2.6% |
| Nvidia Corporation | 16,582 | US$3.32M | 1.1% |
| Apple Inc | 7,317 | US$2.12M | 0.72% |
| Intuitive Surgical, Inc. | 3,666 | US$1.46M | 0.49% |
| Johnson & Johnson | 4,606 | US$1.17M | 0.40% |
| Vertiv Holdings, Llc | 3,344 | US$1.12M | 0.38% |
| Alphabet Inc (google) Class C | 2,711 | US$969K | 0.33% |
| Amazon.com, Inc. | 2,968 | US$707K | 0.24% |
| Microsoft Corp. | 1,645 | US$614K | 0.21% |
| Broadcom Inc. | 1,278 | US$483K | 0.16% |
| Brookfield Corporation | 8,662 | US$369K | 0.13% |
| Advanced Micro Devices Inc | 540 | US$314K | 0.11% |
| Markel Group Inc. | 142 | US$277K | 0.09% |
| Walt Disney Company (the) | 2,841 | US$273K | 0.09% |
| Ecolab Inc. | 968 | US$270K | 0.09% |
| Micron Technology, Inc. | 212 | US$245K | 0.08% |
| Quanta Services, Inc. | 338 | US$243K | 0.08% |
| International Business Machines Corporation | 778 | US$219K | 0.07% |
| Tjx Companies, Inc. (the) | 1,429 | US$216K | 0.07% |
| Procter & Gamble Company (the) | 1,406 | US$206K | 0.07% |
| Jp Morgan Chase & Co. | 621 | US$203K | 0.07% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |