You're signed outSign in or to get full access.
Beck Bode, LLC
Beck Bode, LLC is a fee-only investment advisory and financial planning firm headquartered in Dedham, Massachusetts. Founded in 2016, the firm offers a range of services including financial planning, portfolio management, pension consulting, and sub-advisory support for other RIAs. Beck Bode serves individuals, high-net-worth individuals, pooled investment vehicles, and pension/profit-sharing plans, focusing on each client's unique investment needs and objectives. The firm has approximately 28 employees, and is recognized for its bespoke, planning-driven approach and commitment to impartial advice without commissions. Their philosophy emphasizes discipline, transparency, and long-term positive impact for clients, team, and community.
Investment Strategy
Beck Bode employs a proven, planning-driven investment methodology with a focus on selecting quality companies with demonstrated growth potential. The investment process is based on answering what to buy, when to sell, and how to reinvest, relying on time-tested research rather than market timing or following short-term trends. Their philosophy centers on long-term, disciplined strategies tailored to each client’s goals, avoiding emotionally driven decisions, and emphasizing regular financial planning as the foundation for investment management. The firm's investment counsel is backed by decades of research and experience, aiming to generate clarity and consistency for their clients’ financial futures.
Latest 13F Filing Activity
Beck Bode, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 99 equity positions with a total 13F market value of $591M. The fund increased holdings in Vistra Corp., Hasbro Inc., Essential Utils Inc. among other positions. Beck Bode, LLC reduced exposure to Exelon Corp., American WTR WKS Co. Inc. New, Ameren Corp. among others.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.05% | $29.8M | 188,844 | $48.84 | $157.99 | +$8.3M |
C CEG | CONSTELLATION ENERGY CORP | 3.81% | $22.5M | 69,712 | $258.22 | $322.76 | +$8.0M |
N NFLX | NETFLIX INC | 3.78% | $22.3M | 16,665 | $677.26 | $1339.13 | +$5.2M |
C CRWD | CROWDSTRIKE HLDGS INC | 3.59% | $21.2M | 41,636 | $159.78 | $509.31 | +$5.6M |
C CAH | CARDINAL HEALTH INC | 3.53% | $20.9M | 124,215 | $137.77 | $168.00 | +$3.6M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more