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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 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPI J P MORGAN EXCHANGE TRADED F 6,861.0 $388K 0.13% -549.0 -7.4% $56.48 +0.9%
62 BN BROOKFIELD CORP Financial Services 8,662.0 $369K 0.12% $42.59 -6.7%
63 GOOGL ALPHABET INC Communication Services 1,025.0 $366K 0.12% +179.0 +21.2% $357.32 -6.2%
64 IWF ISHARES TR 2,721.0 $338K 0.12% +2K +321.2% $124.15 -2.4%
65 NLR VANECK ETF TRUST 2,908.0 $337K 0.11% +80.0 +2.8% $115.97 -0.2%
66 IBHG ISHARES TR 14,346.0 $317K 0.11% +5K +56.5% $22.08 -0.9%
67 AMD ADVANCED MICRO DEVICES INC Technology 540.0 $314K 0.11% NEW $580.91 -20.9%
68 VBR VANGUARD INDEX FDS 1,146.0 $278K 0.10% $243.01 +0.3%
69 MKL MARKEL GROUP INC Financial Services 142.0 $277K 0.09% +1.0 +0.7% $1953.01 -8.0%
70 DIS DISNEY WALT CO Communication Services 2,841.0 $273K 0.09% +35.0 +1.2% $96.24 +10.4%
71 IBDW ISHARES TR 13,051.0 $272K 0.09% +679.0 +5.5% $20.84 -2.0%
72 ECL ECOLAB INC Basic Materials 968.0 $270K 0.09% $278.52 +0.6%
73 MU MICRON TECHNOLOGY INC Technology 212.0 $245K 0.08% NEW $1154.29 -19.1%
74 PWR QUANTA SVCS INC Industrials 338.0 $243K 0.08% NEW $720.04 -15.1%
75 VOX VANGUARD WORLD FD 1,310.0 $241K 0.08% $183.95 +0.8%
76 IBDV ISHARES TR 10,705.0 $233K 0.08% NEW $21.80 -1.7%
77 PPA INVESCO EXCHANGE TRADED FD T 1,293.0 $228K 0.08% $176.70 -6.6%
78 IEMG ISHARES INC 2,720.0 $225K 0.08% NEW $82.84 -1.7%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 778.0 $219K 0.07% NEW $281.36 -17.8%
80 THRO BLACKROCK ETF TRUST 5,062.0 $218K 0.07% NEW $43.11 +1.0%
Page 4 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%