Beacon Financial Planning, Inc. has filed its 13F-HR report for the quarter ending September 30, 2026, revealing a total of approximately $293.6 million in holdings. This filing is significant as it provides insight into the company's investment strategies and portfolio management, which could influence the financial planning industry.

Beacon Financial Planning, Inc. is based in Hyannis, Massachusetts, and specializes in providing financial planning services. The firm is registered with the SEC under the Central Index Key (CIK) 0001966066 and has a fiscal year ending on December 31. The recent filing is part of a series of 13F-HR submissions, with the latest prior filing dated August 6, 2026.

The recent filing details that Beacon Financial Planning holds investments in various companies, including significant stakes in tech giants like Apple Inc. and Amazon.com Inc. The report indicates that the firm has a total of 85 entries in its portfolio, reflecting a diverse investment strategy aimed at maximizing returns for its clients.

According to the filing, the total value of the holdings amounts to $293,578,738. Major investments include:

  • Apple Inc. with a value of $2,520,143
  • Amazon.com Inc. valued at $835,649
  • Alphabet Inc. (both Class A and Class C shares) totaling $1,161,030

The filing was signed by Kathleen Kane, the Chief Compliance Officer, and was officially submitted on November 4, 2026. This disclosure is crucial for investors and analysts as it sheds light on the investment trends and strategies employed by Beacon Financial Planning.

The implications of this filing extend beyond Beacon Financial Planning itself. The financial planning industry, as a whole, may see shifts in investment strategies as firms analyze the holdings of competitors. With a focus on established tech companies, other financial planners may consider adjusting their portfolios to remain competitive in a rapidly changing market.

What's next for Beacon Financial Planning remains unclear, as the filing does not specify any upcoming actions or changes. However, the disclosure of such significant holdings is likely to prompt discussions among industry peers regarding investment strategies and market positioning.

Overall, this filing provides valuable insights into Beacon Financial Planning's investment approach and may influence the broader financial planning landscape as firms react to the reported holdings.