Beacon Financial Group
$1.1B 13F equity value
390 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Beacon Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 580,499 | $56M | 5.0% |
| IVV | ISHARES CORE S&P 500 ETF | 64,631 | $48M | 4.4% |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 365,100 | $31M | 2.9% |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 173,259 | $27M | 2.5% |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 377,715 | $26M | 2.3% |
| BRKB | BERKSHIRE HATHAWAY CLASS B | 48,031 | $24M | 2.2% |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 477,704 | $23M | 2.1% |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 100,053 | $22M | 2.0% |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 231,926 | $21M | 1.9% |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 128,412 | $21M | 1.9% |
Track Beacon Financial Group's 13F portfolio: $1.1B in reported holdings, 390 positions. Top holdings and quarterly changes on SentiSense.
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