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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
Page 2 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPQ J P MORGAN EXCHANGE TRADED F 54,547.0 $3.4M 1.14% +10K +21.8% $61.46 -4.0%
22 NVDA NVIDIA CORPORATION Technology 16,582.0 $3.3M 1.13% +598.0 +3.7% $200.09 +8.7%
23 SPGP INVESCO EXCHANGE TRADED FD T 24,028.0 $2.9M 1.00% -2K -9.1% $122.29 +1.6%
24 BINC BLACKROCK ETF TRUST II 55,828.0 $2.9M 0.99% +409.0 +0.7% $52.34 -1.5%
25 DGRO ISHARES TR 33,163.0 $2.5M 0.85% +2K +5.6% $75.79 +4.1%
26 PYLD PIMCO ETF TR 86,911.0 $2.3M 0.78% +1K +1.6% $26.52 -2.1%
27 AAPL APPLE INC Technology 7,317.0 $2.1M 0.72% +274.0 +3.9% $289.35 +12.4%
28 AKRE PROFESIONALLY MANAGED PORTFO 34,934.0 $1.9M 0.63% -68K -65.9% $53.19 +13.3%
29 VONG VANGUARD SCOTTSDALE FDS 13,553.0 $1.7M 0.59% +1K +11.3% $127.81 -2.3%
30 ESGV VANGUARD WORLD FD 12,277.0 $1.6M 0.55% $132.24 +2.0%
31 EFG ISHARES TR 11,927.0 $1.5M 0.50% +240.0 +2.0% $124.42 -1.7%
32 ISRG INTUITIVE SURGICAL INC Healthcare 3,666.0 $1.5M 0.49% $397.68 -7.1%
33 SMH VANECK ETF TRUST 2,073.0 $1.4M 0.46% -113.0 -5.2% $655.78 -16.9%
34 BAI BLACKROCK ETF TRUST 25,679.0 $1.4M 0.46% +14K +119.2% $52.72 -17.9%
35 VOO VANGUARD INDEX FDS 1,938.0 $1.3M 0.45% -40.0 -2.0% $686.89 +1.9%
36 VOT VANGUARD INDEX FDS 4,234.0 $1.3M 0.44% $306.32 -3.2%
37 FNDX SCHWAB STRATEGIC TR 39,741.0 $1.2M 0.42% +291.0 +0.7% $31.10 +4.0%
38 JNJ JOHNSON & JOHNSON Healthcare 4,606.0 $1.2M 0.40% -105.0 -2.2% $253.99 +6.8%
39 VRT VERTIV HOLDINGS CO Industrials 3,344.0 $1.1M 0.38% -34.0 -1.0% $334.84 -23.6%
40 IBHF ISHARES TR 38,834.0 $880K 0.30% +562.0 +1.5% $22.65 -0.9%
Page 2 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%