BEACON FINANCIAL PLANNING, INC

Q3 2025 13F Holdings

Location
Hyannis, MA
Holdings as of
9/30/2025
Value ($000)
$193,118
Num holdings
53
Date filed
10/27/2025
Form type
13F-HR
Prev filing
7/15/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type