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Vertiv Holdings Llc vertiv holdings shares owned by Beacon Financial Planning

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Beacon Financial Planning from 13F filings

Historical chart of Beacon Financial Planning investment in Vertiv Holdings Llc vertiv holdings

Tip: Access up to 7 years of quarterly data

All positions including Vertiv Holdings Llc vertiv holdings held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $846k 3.4k 250.55

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)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Welltower Inc Com reit (WELL)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Profesionally Managed Portfo Akre Focus Etf (AKRE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Beacon Financial Planning

Top funds holding Vertiv Holdings Llc vertiv holdings

Vanguard Group
BlackRock
Jane Street
Susquehanna International
State Street Corporation
Geode Capital Management
FMR
Citadel Advisors
Invesco
Norges Bank Investment Management
Wellington Management Company
Nuveen
UBS Group
American Century Companies
Ameriprise Financial

View all funds holding Vertiv Holdings Llc vertiv holdings