What does BEACON FINANCIAL GROUP hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BEACON FINANCIAL GROUP 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

$50M575K5.0%

VANGUARD GROWTH INDEX FUND ETF SHARES

$26M60K2.6%

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

$26M176K2.6%

ISHARES CORE S&P 500 ETF

$26M40K2.6%

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

$24M472K2.4%

BERKSHIRE HATHAWAY CLASS B

$23M48K2.3%

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

$23M250K2.3%

VANGUARD VALUE INDEX FUND ETF SHARES

$23M116K2.3%

ISHARES TREASURY FLOATING RATE BOND ETF

$23M450K2.3%

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$22M370K2.1%

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