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BEACON FINANCIAL PLANNING, INC

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13F filer, CIK 1966066, HYANNIS, MA

BEACON FINANCIAL PLANNING, INC reported $179,119,844 across 50 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-15. Its ten largest share positions make up 71.66% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000837

Period
2025-06-30
Reported value
$179M
Holdings
50
Top 10 weight
71.66%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HYDBadded+10,410$494K
DGROadded+5,185$332K
DYNFadded+5,407$294K
VONGnew+2,247$245K
IBDRnew+9,308$226K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IVVreduced-2,528-$1.57M
QQQreduced-2,313-$1.28M
BRK-Breduced-2,515-$1.22M
IJHreduced-11,606-$720K
FNDFreduced-16,243-$650K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-000837, largest first. % of portfolio is the value over $179,119,844, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,807 shares; 2024Q4: 52,915 shares; 2025Q1: 52,429 shares; 2025Q2: 49,901 shares 49,901$31M17.3%-2,528Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,110 shares; 2024Q4: 41,554 shares; 2025Q1: 41,513 shares; 2025Q2: 39,200 shares 39,200$21.6M12.07%-2,313Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,266 shares; 2024Q4: 44,852 shares; 2025Q1: 43,744 shares; 2025Q2: 41,229 shares 41,229$20M11.18%-2,515Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,155 shares; 2024Q4: 219,038 shares; 2025Q1: 215,450 shares; 2025Q2: 203,844 shares 203,844$12.6M7.06%-11,606Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349,965 shares; 2024Q4: 328,896 shares; 2025Q1: 320,946 shares; 2025Q2: 304,703 shares 304,703$12.2M6.81%-16,243Timeline
GTOINVESCO ACTIVELY MANAGED EXCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 256,782 shares; 2024Q4: 241,635 shares; 2025Q1: 211,633 shares; 2025Q2: 198,553 shares 198,553$9.31M5.2%-13,080Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,010 shares; 2024Q4: 25,052 shares; 2025Q1: 27,409 shares; 2025Q2: 26,658 shares 26,658$6.32M3.53%-751Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,258 shares; 2024Q4: 17,459 shares; 2025Q1: 17,447 shares; 2025Q2: 17,521 shares 17,521$5.57M3.11%+74Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,437 shares; 2024Q4: 181,630 shares; 2025Q1: 215,540 shares; 2025Q2: 207,390 shares 207,390$5.5M3.07%-8,150Timeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,422 shares; 2024Q4: 26,113 shares; 2025Q1: 27,893 shares; 2025Q2: 27,275 shares 27,275$4.19M2.34%-618Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,225 shares; 2024Q4: 21,476 shares; 2025Q1: 23,194 shares; 2025Q2: 22,378 shares 22,378$4.09M2.28%-816Timeline
XSHQINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,938 shares; 2024Q4: 88,429 shares; 2025Q1: 100,300 shares; 2025Q2: 94,315 shares 94,315$3.84M2.14%-5,985Timeline
HYDBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,170 shares; 2025Q1: 56,757 shares; 2025Q2: 67,167 shares 67,167$3.19M1.78%+10,410Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,677 shares; 2024Q4: 46,214 shares; 2025Q1: 43,174 shares; 2025Q2: 39,717 shares 39,717$3.07M1.71%-3,457Timeline
VFQYVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,598 shares; 2024Q4: 19,089 shares; 2025Q1: 19,420 shares; 2025Q2: 18,498 shares 18,498$2.66M1.48%-922Timeline
SOXXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,395 shares; 2024Q4: 11,945 shares; 2025Q1: 11,071 shares; 2025Q2: 10,824 shares 10,824$2.58M1.44%-247Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,773 shares; 2025Q1: 38,307 shares; 2025Q2: 43,714 shares 43,714$2.38M1.33%+5,407Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 13,028 shares; 2025Q1: 13,072 shares; 2025Q2: 13,190 shares 13,190$2.08M1.16%+118Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,361 shares; 2024Q4: 25,239 shares; 2025Q1: 21,687 shares; 2025Q2: 18,109 shares 18,109$1.95M1.09%-3,578Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 5,299 shares; 2025Q1: 9,156 shares; 2025Q2: 9,504 shares 9,504$1.79M1%+348Timeline
MTUMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 6,336 shares; 2025Q1: 7,402 shares; 2025Q2: 7,085 shares 7,085$1.7M0.95%-317Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 13,425 shares; 2025Q1: 16,094 shares; 2025Q2: 17,252 shares 17,252$1.55M0.87%+1,158Timeline
JEPQJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,261 shares; 2024Q4: 15,056 shares; 2025Q1: 25,414 shares; 2025Q2: 24,621 shares 24,621$1.34M0.75%-793Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,067 shares; 2024Q4: 12,099 shares; 2025Q1: 12,131 shares; 2025Q2: 12,161 shares 12,161$1.33M0.74%+30Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,541 shares; 2025Q1: 26,180 shares; 2025Q2: 23,647 shares 23,647$1.25M0.7%-2,533Timeline
BONDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,389 shares; 2024Q4: 15,418 shares; 2025Q1: 13,388 shares; 2025Q2: 13,164 shares 13,164$1.21M0.68%-224Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,236 shares; 2024Q4: 5,239 shares; 2025Q1: 5,242 shares; 2025Q2: 5,643 shares 5,643$1.16M0.65%+401Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,085 shares; 2025Q1: 12,831 shares; 2025Q2: 18,016 shares 18,016$1.15M0.64%+5,185Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,979 shares; 2024Q4: 3,984 shares; 2025Q1: 3,990 shares; 2025Q2: 3,990 shares 3,990$1.13M0.63%0Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,889 shares; 2024Q4: 35,005 shares; 2025Q1: 43,019 shares; 2025Q2: 42,482 shares 42,482$1.13M0.63%-537Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,044 shares; 2024Q4: 2,044 shares; 2025Q1: 2,044 shares; 2025Q2: 2,044 shares 2,044$1.11M0.62%0Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,550 shares; 2024Q4: 43,619 shares; 2025Q1: 40,079 shares; 2025Q2: 40,387 shares 40,387$943K0.53%+308
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,957 shares; 2024Q4: 39,222 shares; 2025Q1: 39,321 shares; 2025Q2: 35,122 shares 35,122$862K0.48%-4,199Timeline
ISHARESISHARESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 8,102 shares; 2025Q1: 27,199 shares; 2025Q2: 27,240 shares 27,240$729K0.41%+41
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 5,610 shares; 2025Q1: 4,578 shares; 2025Q2: 4,582 shares 4,582$700K0.39%+4Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: 1,110 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares 1,112$632K0.35%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,220 shares; 2025Q1: 1,221 shares; 2025Q2: 1,213 shares 1,213$603K0.34%-8Timeline
EFGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 4,267 shares; 2025Q1: 6,297 shares; 2025Q2: 5,340 shares 5,340$598K0.33%-957Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,708 shares; 2024Q4: 2,662 shares; 2025Q1: 2,662 shares; 2025Q2: 2,662 shares 2,662$545K0.3%0Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,504 shares; 2025Q1: 5,504 shares; 2025Q2: 5,608 shares 5,608$500K0.28%+104Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 867 shares; 2025Q1: 868 shares; 2025Q2: 868 shares 868$380K0.21%0Timeline
IBTGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,878 shares; 2025Q1: 15,971 shares; 2025Q2: 16,075 shares 16,075$369K0.21%+104Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,735 shares; 2024Q4: 14,055 shares; 2025Q1: 14,101 shares; 2025Q2: 14,174 shares 14,174$357K0.2%+73
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,457 shares; 2025Q1: 4,464 shares; 2025Q2: 4,102 shares 4,102$283K0.16%-362Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,433 shares; 2025Q1: 1,439 shares; 2025Q2: 1,445 shares 1,445$282K0.16%+6Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,025 shares 1,025$276K0.15%-116Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,229 shares 1,229$270K0.15%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,435 shares; 2025Q1: 1,387 shares; 2025Q2: 1,388 shares 1,388$246K0.14%+1Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,247 shares 2,247$245K0.14%newTimeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,308 shares 9,308$226K0.13%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000837 base2025-07-15acceptance time not in the bulk data set