BEACON FINANCIAL PLANNING, INC
All 13F Filings
- Location
- Hyannis, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 207,339
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 51 | 207,339 | 13F-HR | BEACON FINANCIAL PLANNING, INC |
| Q3 2025 | 10/28/2025 | 53 | 193,118 | 13F-HR | BEACON FINANCIAL PLANNING, INC |
| Q2 2025 | 7/15/2025 | 50 | 179,120 | 13F-HR | BEACON FINANCIAL PLANNING, INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.2 K | 60.4% | 6.995 K | 0 | 6.995 K |
| ETFs | 81.17 K | 39.1% | 8.868 K | 0 | 8.868 K |
| Debt | 998 | 0.5% | 0 | 1.639 K | -1.639 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
207,339
Holdings
51
QoQ value change ($000)
14,221
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.