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Akre Focus Etf shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Akre Focus Etf shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.8M 134k 65.51

More positions owned by Beacon Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Actively Managed Exc Total Return (GTO)
Profesionally Managed Portfo Akre Focus Etf
Tesla Motors (TSLA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Welltower Inc Com reit (WELL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Ishares Tr High Yld Systm B (HYDB)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Beacon Financial Planning

Top funds holding Akre Focus Etf

UBS Group
Wealth Enhancement Advisory Services
Affiance Financial
Miracle Mile Advisors
Assetmark
Parisi Gray Wealth Management
Stratos Wealth Partners
Aprio Wealth Management
Lighthouse Wealth Management
Canal Capital Management
Montz Harcus Wealth Management
Perigon Wealth Management
Compton Wealth Advisory Group
Capital Advisors
Beacon Financial Planning

View all funds holding Akre Focus Etf