Stock Taper 
BEACON FINANCIAL PLANNING, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Welltower Inc. | WELL | 42.66K | $9.68M |
 Berkshire Hathaway Inc. | BRK-B | 41.16K | $20.6M |
 Tesla, Inc. | TSLA | 17.88K | $7.52M |
 NVIDIA Corporation | NVDA | 16.58K | $3.32M |
 Brookfield Corporation | BN | 8.66K | $368.92K |
 Apple Inc. | AAPL | 7.32K | $2.12M |
 Johnson & Johnson | JNJ | 4.61K | $1.17M |
 Intuitive Surgical, Inc. | ISRG | 3.67K | $1.46M |
 Vertiv Holdings Co | VRT | 3.34K | $1.12M |
 Amazon.com, Inc. | AMZN | 2.97K | $707.39K |
 The Walt Disney Company | DIS | 2.84K | $273.42K |
 Alphabet Inc. | GOOG | 1.71K | $602.53K |
 Microsoft Corporation | MSFT | 1.65K | $613.66K |
 The TJX Companies, Inc. | TJX | 1.43K | $216.43K |
 The Procter & Gamble Company | PG | 1.41K | $206.13K |
 Broadcom Inc. | AVGO | 1.28K | $482.74K |
 Alphabet Inc. | GOOGL | 1.02K | $366.25K |
 Ecolab Inc. | ECL | 968 | $269.61K |
 International Business Machines Corporation | IBM | 778 | $218.9K |
 JPMorgan Chase & Co. | JPM | 621 | $203.35K |