account_balance
Investment manager · 13F filer · SEC CIK 1966066
Beacon Financial Planning, Inc
Reported value$294Mas of Sep 30, 2026
Positions85 1 new, 1 sold out
Top 10 weight60.4%IVV alone is 14%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.6%Trimmed −2%
QQQInvesco QQQ Tr
11.2%Trimmed −2%
FNDFSchwab Strategic Tr
7.5%
BRK-BBerkshire Hathaway Inc
6.6%Trimmed −5%
IJHiShares Tr
5.5%
VBVanguard Index FDS
3.7%Added +6%
SCHDSchwab Strategic Tr
3.5%Added +5%
WELLWelltower Inc.
3.4%Added +3%
GTOInvesco Actively Managed Exc
2.8%−4%
SOXXiShares Tr
2.7%−7%
MTUMiShares Tr
2.6%+14%
QUALiShares Tr
2.6%+4%
IVViShares Tr
13.6%Trimmed −2%
QQQInvesco QQQ Tr
11.2%Trimmed −2%
FNDFSchwab Strategic Tr
7.5%
BRK-BBerkshire Hathaway Inc
6.6%−5%
IJHiShares Tr
5.5%
VBVanguard Index FDS
3.7%
SCHDSchwab Strategic Tr
3.5%
WELLWelltower Inc.
3.4%
GTO2.8%
SOXX
MTUM
QUAL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.6% Trimmed −2%
QQQ Invesco QQQ Tr 11.2% Trimmed −2%
FNDF Schwab Strategic Tr 7.5% Held
BRK-B Berkshire Hathaway Inc 6.6% Trimmed −5%IJH iShares Tr 5.5% Held
VB Vanguard Index FDS 3.7% Added +6%
SCHD Schwab Strategic Tr 3.5% Added +5%
WELL Welltower Inc. 3.4% Added +3%GTO Invesco Actively Managed Exc 2.8% Trimmed −4%
SOXX iShares Tr 2.7% Trimmed −7%
MTUM iShares Tr 2.6% Added +14%
QUAL iShares Tr 2.6% Added +4%
What changed
Biggest moves since Jun 30, 2026
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