BEACON FINANCIAL GROUP

DOSSIER · 13F-HR · Q3 2026

BEACON FINANCIAL GROUP

$1.1B in tracked AUM across 385 positions as of Q3 2026.

BF

CIK 0001591379 · last filed Sep 30, 2026

Total AUM

$1.1B

as of Q3 2026

Holdings

385

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

BEACON FINANCIAL GROUP filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

01

DGRW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

$56M578K5.1%02

IVV

ISHARES CORE S&P 500 ETF

$51M67K4.6%03

VUG

VANGUARD MORNINGSTAR GROWTH ETF

$33M367K3.0%04

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

$28M768K2.5%05

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

$26M170K2.4%06

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$26M371K2.3%07

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

$24M481K2.1%08

BRK/B

BERKSHIRE HATHAWAY CLASS CLASS B

$23M46K2.1%09

NVDA

NVIDIA CORP

$22M98K2.0%10

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF