13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›Beacon Bank & Trust
DOSSIER · 13F-HR · Q1 2026

Beacon Bank & Trust

Beacon Bank & Trust's holding co. based in Omaha, NE — $488M in tracked AUM across 252 positions as of Q1 2026.

BB
Beacon Bank & Trust·Omaha, NE·Holding Co.
CIK 0001831984 · last filed Mar 31, 2026
Total AUM
$488M
▼ 12.3%
vs prior
Holdings
252
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Beacon Bank & Trust filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$42M65K8.7%
02
VGSH
VANGUARD SCOTTSDALE FDS
$36M621K7.5%
03
IEFA
ISHARES TR
$33M366K6.8%
04
VGIT
VANGUARD SCOTTSDALE FDS
$26M434K5.3%
05
JPST
J P MORGAN EXCHANGE TRADED F
$20M388K4.0%
06
AAPL
APPLE INC
$18M71K3.7%
07
GOOGL
ALPHABET INC
$15M53K3.1%
08
USMV
ISHARES TR
$14M151K2.9%
09
NVDA
NVIDIA CORPORATION
$14M80K2.9%
10
MSFT
MICROSOFT CORP
$14M37K2.8%

Filing history

Filing history loading…
AI Agent · grounded in Beacon
haiku-4-5 · 252 positions indexed
Sector mix
  • Financials18%
  • Health Care5%
  • Cons. Disc.9%
  • Communications12%
  • Industrials25%
  • Energy40%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market