BEACON FINANCIAL PLANNING, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BRK-B | 40K | $20.13M |
 | WELL | 28K | $5.01M |
 | TSLA | 18K | $7.79M |
 | NVDA | 13K | $2.47M |
 | AAPL | 6K | $1.46M |
 | JNJ | 5K | $851.92K |
 | DIS | 2K | $255.34K |
 | ISRG | 2K | $914.14K |
 | GOOG | 1K | $328.58K |
 | AMZN | 1K | $281.93K |
 | MSFT | 1K | $615.34K |
 | ECL | 1K | $282.35K |
 | JPM | 658 | $207.42K |
 | AVGO | 651 | $214.79K |
Berkshire Hathaway Inc.
BRK-B
Shares Held
40K
Value
$20.13M
Welltower Inc.
WELL
Shares Held
28K
Value
$5.01M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$7.79M
NVIDIA Corporation
NVDA
Shares Held
13K
Value
$2.47M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.46M
Johnson & Johnson
JNJ
Shares Held
5K
Value
$851.92K
The Walt Disney Company
DIS
Shares Held
2K
Value
$255.34K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$914.14K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$328.58K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$281.93K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$615.34K
Ecolab Inc.
ECL
Shares Held
1K
Value
$282.35K
JPMorgan Chase & Co.
JPM
Shares Held
658
Value
$207.42K
Broadcom Inc.
AVGO
Shares Held
651
Value
$214.79K