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Kathleen Kane

Beacon Financial Planning, Inc

Assets Managed
$258.189M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
24.53%(2Q avg: 15.95%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Financial Planning, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Beacon Financial Planning, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 258.189M in assets, with a quarterly growth rate of 24.53% and a 2-quarter average growth rate of 15.95%. The portfolio is managed by Kathleen Kane, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.42%
13.81%
$35.634M
54,553 shares@ $653.21 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 19.52%
10.28%
$26.523M
45,953 shares@ $577.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 10.97%
8%
$20.65M
43,093 shares@ $479.21 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 26.36%
7.85%
$20.244M
413,737 shares@ $48.94 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 12.42%
5.87%
$15.142M
224,228 shares@ $67.53 avg price
GTO
Invesco Total Return Bond Et
Recent Activity
Increased 6.77%
3.77%
$9.731M
207,784 shares@ $46.84 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 25.83%
3.56%
$9.191M
35,091 shares@ $261.93 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 31.03%
3.33%
$8.581M
279,698 shares@ $30.69 avg price
WELL
Welltower Inc
Recent Activity
Increased 41.89%
3.27%
$8.429M
42,632 shares@ $197.72 avg price
TSLA
Tesla Inc
Recent Activity
Increased 1.25%
2.57%
$6.627M
17,826 shares@ $371.76 avg price

1-10 of 76