BEACON FINANCIAL GROUP

CIK 1591379

13F filing for Q2 2026・No. 2,427

Holdings: US$1.1B
Quarter change: +US$97.77M
Entries: 377
Net bought (estimate): +US$6.51M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

New 43
Sold out 14
Cut 189
Added 116
Corporate actions 2
Unchanged 29

Largest holdings

377 stocks worth US$1.1B, options and bonds left out.

Stock	This quarter	Shares	Value	Weight
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUNDUS QTLY DIV GRT	Added	580,499	US$55.51M	5.04%
IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF	Added	64,631	US$48.4M	4.40%
VUGVANGUARD GROWTH INDEX FUND ETF SHARESGROWTH ETF	AddedSplit 6:1	365,100	US$31.45M	2.86%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARESHIGH DIV YLD	Cut	173,259	US$27.38M	2.49%
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFISHARES US EQUIT	Added	377,715	US$25.69M	2.33%
BRK.BBERKSHIRE HATHAWAY CLASS BCL B NEW	Added	48,031	US$24.03M	2.18%
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDSHS	Added	477,704	US$23.25M	2.11%
VANGUARD VALUE INDEX FUND ETF SHARESVALUE ETF	Cut	100,053	US$21.8M	1.98%
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETFST STR BLO 1 ETF	Cut	231,926	US$21.25M	1.93%
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETFCORE S&P TTL STK	Added	128,412	US$21.09M	1.92%

Filings

The quarter's original 13F filings (SEC).

13F-HRFiled July 16, 2026SEC ↗

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.