Holdings
Beacon Financial Planning, Inc
As of Jun 30, 2026, Beacon Financial Planning, Inc reported 23 positions worth US$52.6M. Largest: Berkshire Hathaway Inc., Welltower Inc. and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 41,158 | US$20.6M | −1,935 | Jun 30, 2026 |
| Welltower Inc. | 42,657 | US$9.68M | +25 | Jun 30, 2026 |
| Tesla, Inc. | 17,875 | US$7.52M | +49 | Jun 30, 2026 |
| Nvidia Corporation | 16,582 | US$3.32M | +598 | Jun 30, 2026 |
| Apple Inc | 7,317 | US$2.12M | +274 | Jun 30, 2026 |
| Intuitive Surgical, Inc. | 3,666 | US$1.46M | +3 | Jun 30, 2026 |
| Johnson & Johnson | 4,606 | US$1.17M | −105 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 3,344 | US$1.12M | −34 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,711 | US$969K | +151 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,968 | US$707K | +182 | Jun 30, 2026 |