13F Insight
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DOSSIER · 13F-HR · Q1 2026

BEACON FINANCIAL PLANNING, INC

$258M in tracked AUM across 76 positions as of Q1 2026.

BF
CIK 0001966066 · last filed Mar 31, 2026
Total AUM
$258M
as of Q1 2026
Holdings
76
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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