BEACON FINANCIAL PLANNING, INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 43K | $20.65M |
 | WELL | 43K | $8.43M |
 | TSLA | 18K | $6.63M |
 | NVDA | 16K | $2.79M |
 | BN | 9K | $350.55K |
 | AAPL | 7K | $1.79M |
 | JNJ | 5K | $1.15M |
 | ISRG | 4K | $1.69M |
 | VRT | 3K | $846.37K |
 | DIS | 3K | $270.41K |
 | AMZN | 3K | $580.24K |
 | PLTR | 2K | $297.39K |
 | GOOG | 2K | $492.73K |
 | MSFT | 2K | $559.92K |
 | TJX | 1K | $224.15K |
 | AVGO | 1K | $374.58K |
 | ECL | 967 | $257.16K |
 | GOOGL | 846 | $243.16K |
 | MKL | 141 | $269.88K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
43K
Value
$20.65M
Welltower Inc.
WELL
Shares Held
43K
Value
$8.43M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$6.63M
NVIDIA Corporation
NVDA
Shares Held
16K
Value
$2.79M
Brookfield Corporation
BN
Shares Held
9K
Value
$350.55K
Apple Inc.
AAPL
Shares Held
7K
Value
$1.79M
Johnson & Johnson
JNJ
Shares Held
5K
Value
$1.15M
Intuitive Surgical, Inc.
ISRG
Shares Held
4K
Value
$1.69M
Vertiv Holdings Co
VRT
Shares Held
3K
Value
$846.37K
The Walt Disney Company
DIS
Shares Held
3K
Value
$270.41K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$580.24K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$297.39K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$492.73K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$559.92K
The TJX Companies, Inc.
TJX
Shares Held
1K
Value
$224.15K
Broadcom Inc.
AVGO
Shares Held
1K
Value
$374.58K
Ecolab Inc.
ECL
Shares Held
967
Value
$257.16K
Alphabet Inc.
GOOGL
Shares Held
846
Value
$243.16K
Markel Corporation
MKL
Shares Held
141
Value
$269.88K