Game Plan Financial Advisors, LLC
RIA/Wealth
Game Plan Financial Advisors, LLC is a RIA/Wealth based in Fresno, CA led by Theodore David Beckman, reporting $224.7M in AUM as of Q3 2025 with 36% ETF concentration.
MemberTheodore David Beckman
- Portfolio Value
- $209.3M
- Positions
- 268
- Top Holding
- GOOG at 6.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Game Plan Financial Advisors, LLC's portfolio (42.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $13.3M | 6.35% | -$237.7K Sold | 0.00% 54.6K shares | |
Semiconductors Technology | $12.7M | 6.07% | +$728.8K Bought | 0.00% 68.1K shares | |
Consumer Electronics Technology | $10.7M | 5.14% | +$1.2M Bought | 0.00% 42.2K shares | |
Software - Infrastructure Technology | $9.3M | 4.45% | -$26.9K Sold | 0.00% 18.0K shares | |
ETF ETF | $8.4M | 3.99% | -$252.7K Sold | — 261.9K shares | |
Specialty Retail Consumer Cyclical | $8.0M | 3.84% | +$240.2K Bought | 0.00% 36.6K shares | |
Industrial - Machinery Industrials | $7.7M | 3.70% | +$806.5K Bought | 0.01% 20.7K shares | |
Insurance - Diversified Financial Services | $6.7M | 3.22% | +$142.3K Bought | 0.00% 13.4K shares | |
ETF ETF | $6.7M | 3.21% | +$472.8K Bought | — 124.5K shares | |
ETF ETF | $5.9M | 2.80% | -$150.1K Sold | — 201.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Game Plan Financial Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Game Plan Financial Advisors, LLC
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