BEACON FINANCIAL GROUP: 13F holdings
CIK 15913792026Q2
| Positions | 377 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 580,499 | $55.5m | 5.0% |
| IVV ISHARES CORE S&P 500 ETF | 64,631 | $48.4m | 4.4% |
| VUG VANGUARD GROWTH INDEX FUND ETF SHARES | 365,100 | $31.4m | 2.9% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 173,259 | $27.4m | 2.5% |
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 377,715 | $25.7m | 2.3% |
| BRK-B BERKSHIRE HATHAWAY CLASS B | 48,031 | $24.0m | 2.2% |
| FE FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 477,704 | $23.2m | 2.1% |
| VTV VANGUARD VALUE INDEX FUND ETF SHARES | 100,053 | $21.8m | 2.0% |
| BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 231,926 | $21.3m | 1.9% |
| ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 128,412 | $21.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1591379")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.