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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 5 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TJX TJX COS INC NEW Consumer Cyclical 1,429.0 $216K 0.07% +25.0 +1.8% $151.45 -12.0%
82 VEA VANGUARD TAX-MANAGED FDS 3,002.0 $214K 0.07% NEW $71.24 +1.2%
83 PG PROCTER & GAMBLE CO Consumer Defensive 1,406.0 $206K 0.07% NEW $146.61 -0.3%
84 VTI VANGUARD INDEX FDS 553.0 $205K 0.07% NEW $370.04 +1.4%
85 JPM JPMORGAN CHASE & CO Financial Services 621.0 $203K 0.07% NEW $327.45 +8.4%
Page 5 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%