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Portfolio (Quarterly) Guide ↗

BEACON FINANCIAL PLANNING, INC

· CIK 0001966066
13F Portfolio $258M AUM 76 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 46 Added 2 Reduced
Page 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOOV VANGUARD ADMIRAL FDS INC 17,189.0 $3.5M 1.36% +6K +57.4% $203.79 +8.1%
22 BINC BLACKROCK ETF TRUST II 55,419.0 $2.9M 1.11% +25K +83.4% $51.93 +0.7%
23 SPGP INVESCO EXCHANGE TRADED FD T 26,419.0 $2.8M 1.10% +9K +48.1% $107.62 +11.8%
24 NVDA NVIDIA CORPORATION Technology 15,984.0 $2.8M 1.08% +3K +20.7% $174.40 +22.9%
25 JEPQ J P MORGAN EXCHANGE TRADED F 44,777.0 $2.5M 0.96% +19K +73.1% $55.52 +9.8%
26 PYLD PIMCO ETF TR 85,546.0 $2.2M 0.87% +39K +83.6% $26.20 +1.0%
27 DGRO ISHARES TR 31,406.0 $2.2M 0.85% +10K +47.6% $70.18 +6.4%
28 AAPL APPLE INC Technology 7,043.0 $1.8M 0.69% +2K +28.6% $253.79 +23.1%
29 ISRG INTUITIVE SURGICAL INC Healthcare 3,663.0 $1.7M 0.65% +2K +79.0% $460.99 -8.1%
30 ESGV VANGUARD WORLD FD 12,251.0 $1.4M 0.53% $112.27 +19.0%
31 VONG VANGUARD SCOTTSDALE FDS 12,178.0 $1.3M 0.52% +5K +59.8% $109.69 +19.3%
32 EFG ISHARES TR 11,687.0 $1.3M 0.50% +5K +84.1% $111.37 +10.5%
33 VOO VANGUARD INDEX FDS 1,978.0 $1.2M 0.46% +951.0 +92.6% $597.50 +16.1%
34 BOND PIMCO ETF TR 12,526.0 $1.2M 0.45% +167.0 +1.4% $92.28 -0.2%
35 JNJ JOHNSON & JOHNSON Healthcare 4,711.0 $1.2M 0.45% +113.0 +2.5% $244.42 -5.6%
36 FNDX SCHWAB STRATEGIC TR 39,450.0 $1.1M 0.43% +4K +12.0% $27.85 +11.4%
37 VOT VANGUARD INDEX FDS 4,230.0 $1.1M 0.42% +227.0 +5.7% $257.38 +15.4%
38 IBHF ISHARES TR 38,272.0 $878K 0.34% NEW $22.95 -1.0%
39 VRT VERTIV HOLDINGS CO Industrials 3,378.0 $846K 0.33% NEW $250.55 +27.6%
40 SMH VANECK ETF TRUST 2,186.0 $838K 0.33% NEW $383.34 +56.5%
Page 2 of 4  ·  76 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 50.7%
Real Estate 15.6%
Consumer Cyclical 13.8%
Technology 10.8%
Healthcare 5.3%
Communication Services 1.9%
Industrials 1.6%
Basic Materials 0.5%