Beacon Financial Planning, Inc.
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$2B
Holdings
76
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
13.8%
02
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
10.3%
03
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: New position (1.3k shares)
8.0%
04
$FNDF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.8%
05
$IJH
ISHARES TR
Held since at least Q1 2024
5.9%
06
$GTO
INVESCO ACTIVELY MANAGED EXC
Held since at least Q1 2024
3.8%
07
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
3.6%
08
$SCHD
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.3%
09
$WELL
WELLTOWER INC
Held since at least Q1 2024
3.3%
10
$TSLA
TESLA INC
Held since at least Q1 2024
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:42 UTC.