Portfolio (Quarterly) Guide ↗

BEACON FINANCIAL PLANNING, INC

· CIK 0001966066

13F Portfolio $295M AUM 85 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 40 Added 18 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PLTR	PALANTIR TECHNOLOGIES INC	Technology	2,033	$297K	0.12%	SOLD
2	IAU	ISHARES GOLD TR	Financial Services	2,402	$212K	0.08%	SOLD
3	—	ISHARES TR	—	9,569	$209K	0.08%	SOLD

Sector Allocation

Financial Services 52.9%

Real Estate 14.9%

Consumer Cyclical 13.0%

Technology 11.3%

Healthcare 4.1%

Industrials 2.1%

Communication Services 1.0%

Basic Materials 0.4%

Consumer Defensive 0.3%