Beacon Financial Group
$1.0B Assets Reported
366 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 574,692 | $50M | 5.0% |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 59,931 | $26M | 2.6% |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 175,685 | $26M | 2.6% |
| IVV | ISHARES CORE S&P 500 ETF | 39,783 | $26M | 2.6% |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 471,986 | $24M | 2.4% |
| BRKB | BERKSHIRE HATHAWAY CLASS B | 47,993 | $23M | 2.3% |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 249,666 | $23M | 2.3% |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 116,133 | $23M | 2.3% |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | 449,808 | $23M | 2.3% |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 369,576 | $22M | 2.1% |
Track Beacon Financial Group's 13F portfolio: $1.0B in reported holdings, 366 positions. Top holdings, AUM, and quarterly changes on SentiSense.