BEACON FINANCIAL GROUP

DOSSIER · 13F-HR · Q2 2026

BEACON FINANCIAL GROUP

$1.1B in tracked AUM across 377 positions as of Q2 2026.

BF

CIK 0001591379 · last filed Jun 30, 2026

Total AUM

$1.1B

as of Q2 2026

Holdings

377

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

BEACON FINANCIAL GROUP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

DGRW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

$56M580K5.0%02

IVV

ISHARES CORE S&P 500 ETF

$48M65K4.4%03

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

$31M365K2.9%04

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

$27M173K2.5%05

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$26M378K2.3%06

BRK/B

BERKSHIRE HATHAWAY CLASS B

$24M48K2.2%07

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

$23M478K2.1%08

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

$22M100K2.0%09

BIL

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

$21M232K1.9%10

ITOT

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