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INSTITUTIONS
CIK 0001966066
BEACON FINANCIAL PLANNING, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
NVIDIA Corporation
NVDA
16.58K
$3.32M
Tesla, Inc.
TSLA
17.88K
$7.52M
Berkshire Hathaway Inc.
BRK-B
41.16K
$20.6M
Welltower Inc.
WELL
42.66K
$9.68M