13F Filings History of BEACON FINANCIAL PLANNING, INC

Latest 13F report
Q4 2025 - 22 Jan 2026
Value $
$207,338,662
Signature - Title
Kathleen Kane - Chief Compliance Officer
Location
Hyannis, MA
Summary
This page shows a list of all the recent 13F filings made by BEACON FINANCIAL PLANNING, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BEACON FINANCIAL PLANNING, INC reported 51 stock holdings with total value $207,338,662 as of Q4 2025. Top holdings included IVV, QQQ, BRKB, FNDF, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $207,338,662 +$17,574,455 -$6,977,185 +$10,597,270 IVV, QQQ, BRKB, FNDF, IJH 13F-HR 22 Jan 2026, 09:02
Q3 2025 53 $193,117,525 +$6,055,064 -$5,120,864 +$934,200 IVV, QQQ, BRKB, FNDF, IJH 13F-HR 27 Oct 2025, 18:53
Q2 2025 50 $179,119,844 +$1,912,735 -$8,334,994 -$6,422,259 IVV, QQQ, BRKB, IJH, FNDF 13F-HR 15 Jul 2025, 16:46
Q1 2025 48 $173,990,262 +$9,265,959 -$3,970,747 +$5,295,212 IVV, BRKB, QQQ, IJH, FNDF 13F-HR 24 Apr 2025, 17:37
Q4 2024 48 $171,797,759 +$16,075,838 -$3,910,578 +$12,165,260 IVV, QQQ, BRKB, IJH, GTO 13F-HR 27 Jan 2025, 09:47
Q3 2024 44 $162,016,514 +$9,206,211 -$4,229,081 +$4,977,130 IVV, BRKB, QQQ, IJH, FNDF 13F-HR 24 Oct 2024, 08:46
Q2 2024 40 $147,252,448 +$6,271,213 -$3,055,322 +$3,215,891 IVV, QQQ, BRKB, IJH, FNDF 13F-HR 18 Jul 2024, 12:16
Q1 2024 36 $143,222,161 +$18,899,628 -$1,141,483 +$17,758,145 IVV, BRKB, QQQ, IJH, FNDF 13F-HR 22 Apr 2024, 09:43
Q4 2023 34 $127,723,703 +$3,139,918 -$1,007,387 +$2,132,531 IVV, QQQ, BRKB, IJH, GTO 13F-HR 29 Jan 2024, 08:29
Q3 2023 32 $115,706,624 +$2,379,031 -$1,123,481 +$1,255,550 IVV, BRKB, QQQ, GTO, IJH 13F-HR 24 Oct 2023, 17:09
Q2 2023 31 $117,787,854 +$3,251,682 -$567,591 +$2,684,091 IVV, BRKB, QQQ, IJH, GTO 13F-HR 19 Jul 2023, 16:51
Q1 2023 25 $106,798,749 +$3,224,226 -$229,117 +$2,995,109 IVV, BRKB, QQQ, GTO, IJH 13F-HR 04 May 2023, 11:36
Q4 2022 22 $96,486,083 $0 $0 $0 IVV, BRKB, IJH, GTO, QQQ 13F-HR 15 Feb 2023, 17:47