Long-term investor
Beacon Financial Planning, Inc. @beaconfinancialplanningi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966066).
Record
- Tracked since 2025-06-30 (454 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +871.5% · all +871.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 13.5% · long · since 2025-06-30
- 46090E103 · 11.4% · long · since 2025-06-30
- 808524755 · 7.4% · long · since 2025-06-30
- BRK-B · 7.0% · long · since 2025-06-30
- 464287507 · 5.8% · long · since 2025-06-30
- 922908751 · 3.7% · long · since 2025-06-30
- WELL · 3.3% · long · since 2025-06-30
- 464287523 · 3.3% · long · since 2025-06-30
- 808524797 · 3.2% · long · since 2025-06-30
- 46090A804 · 3.1% · long · since 2025-06-30
- TSLA · 2.6% · long · since 2025-06-30
- 46432F396 · 2.5% · long · since 2025-06-30