BEACON FINANCIAL PLANNING, INC

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 ...