AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: BEACON FINANCIAL PLANNING, INC
1. Portfolio Overview
The most striking feature of this filing is the massive expansion of the portfolio's assets under management (AUM). Between the report dates of September 30, 2025, and December 31, 2025, the total portfolio value surged by 279.3%, rising from $54.66M to $207.34M. This growth indicates a significant influx of capital, likely due to new client acquisitions or a major restructuring of existing ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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