Institutional Fund
Beacon Financial Planning, Inc
Hyannis, MACIK 19660665 filings on record
Portfolio Value
$258.19M
Q1 2026
Holdings
76
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+24.5%
from $207.34M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.8%
- Invesco Qqq Tr10.3%
- Berkshire Hathaway Inc Del8.0%
- Schwab Strategic Tr7.8%
- Ishares Tr5.9%
- Invesco Actively Managed Exc3.8%
- Other50.5%
Portfolio Holdings
76 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 54.6K | $35.63M | 13.8% | +5.6K | Added |
| 2 | Invesco Qqq Tr | 46.0K | $26.52M | 10.3% | +7.5K | Added |
| 3 | Berkshire Hathaway Inc Del | 43.1K | $20.65M | 8.0% | +4.3K | Added |
| 4 | Schwab Strategic Tr | 413.7K | $20.24M | 7.8% | +86.3K | Added |
| 5 | Ishares Tr | 224.2K | $15.14M | 5.9% | +24.8K | Added |
| 6 | Invesco Actively Managed Exc | 207.8K | $9.73M | 3.8% | +13.2K | Added |
| 7 | Vanguard Index Fds | 35.1K | $9.19M | 3.6% | +7.2K | Added |
| 8 | Schwab Strategic Tr | 279.7K | $8.58M | 3.3% | +66.2K | Added |
| 9 | Welltower Inc | 42.6K | $8.43M | 3.3% | +12.6K | Added |
| 10 | Tesla Inc | 17.8K | $6.63M | 2.6% | +219 | Added |
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