BEACON FINANCIAL PLANNING, INC
All 13F Filings
- Location
- Hyannis, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 294,568
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 85 | 294,568 | 13F-HR | BEACON FINANCIAL PLANNING, INC |
| Q1 2026 | 4/22/2026 | 76 | 258,189 | 13F-HR | BEACON FINANCIAL PLANNING, INC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 52.59 K | 17.9% | 4.699 K | 0 | 4.699 K |
| ETFs | 237.9 K | 80.8% | 32.16 K | 0 | 32.16 K |
| Debt | 4.079 K | 1.4% | 0 | 484 | -484 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
294,568
Holdings
85
QoQ value change ($000)
36,379
(14.1%)
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.