BEACON FINANCIAL PLANNING, INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 39K | $19.52M |
 | WELL | 30K | $5.58M |
 | TSLA | 18K | $7.92M |
 | NVDA | 13K | $2.47M |
 | AAPL | 5K | $1.49M |
 | JNJ | 5K | $951.62K |
 | DIS | 2K | $253.71K |
 | ISRG | 2K | $1.16M |
 | GOOG | 1K | $403.52K |
 | AMZN | 1K | $296.14K |
 | MSFT | 1K | $573.58K |
 | ECL | 1K | $269.87K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
39K
Value
$19.52M
Welltower Inc.
WELL
Shares Held
30K
Value
$5.58M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$7.92M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.47M
Apple Inc.
AAPL
Shares Held
5K
Value
$1.49M
Johnson & Johnson
JNJ
Shares Held
5K
Value
$951.62K
The Walt Disney Company
DIS
Shares Held
2K
Value
$253.71K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$1.16M
Alphabet Inc.
GOOG
Shares Held
1K
Value
$403.52K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$296.14K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$573.58K
Ecolab Inc.
ECL
Shares Held
1K
Value
$269.87K