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Beacon Financial Strategies CORP

Latest statistics and disclosures from Beacon Financial Strategies CORP's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002084239

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Positions held by Beacon Financial Strategies CORP consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beacon Financial Strategies CORP

Beacon Financial Strategies CORP holds 41 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	19.4	$33M	100k	328.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	18.0	$31M	790k	38.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	13.4	$23M	285k	79.93	View chart
Vanguard Index Fds Value Etf (VTV)	10.3	$17M	94k	186.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.0	$14M	227k	59.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.2	$11M	41k	254.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	6.1	$10M	35k	293.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	5.5	$9.3M	126k	73.46	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	4.7	$7.9M	135k	58.85	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$1.6M	22k	72.44	View chart
Amazon (AMZN)	0.9	$1.5M	6.7k	219.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$710k	2.3k	307.86	View chart
Apple (AAPL)	0.4	$641k	2.5k	254.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$619k	925.00	669.05	View chart
Eli Lilly & Co. (LLY)	0.4	$618k	810.00	762.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$553k	2.6k	215.76	View chart
International Business Machines (IBM)	0.3	$528k	1.9k	282.16	View chart
GSK Sponsored Adr (GSK)	0.3	$505k	12k	43.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$500k	2.5k	203.63	View chart
Microsoft Corporation (MSFT)	0.3	$487k	940.00	517.95	View chart
Texas Instruments Incorporated (TXN)	0.3	$446k	2.4k	183.73	View chart
Home Depot (HD)	0.2	$422k	1.0k	405.19	View chart
Paychex (PAYX)	0.2	$375k	3.0k	126.76	View chart
Ishares Tr 3yrtb Etf (ISHG)	0.2	$367k	4.8k	76.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$350k	730.00	479.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$350k	1.4k	243.05	View chart
Merck & Co (MRK)	0.2	$318k	3.8k	83.94	View chart
Johnson & Johnson (JNJ)	0.2	$307k	1.7k	185.39	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$301k	8.3k	36.35	View chart
Coca-Cola Company (KO)	0.2	$287k	4.3k	66.32	View chart
JPMorgan Chase & Co. (JPM)	0.2	$271k	859.00	315.36	View chart
Costco Wholesale Corporation (COST)	0.2	$256k	276.00	925.63	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$251k	5.9k	42.76	View chart
Procter & Gamble Company (PG)	0.1	$250k	1.6k	153.61	View chart
McDonald's Corporation (MCD)	0.1	$236k	776.00	304.01	View chart
NVIDIA Corporation (NVDA)	0.1	$233k	1.3k	186.58	View chart
Cisco Systems (CSCO)	0.1	$215k	3.1k	68.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$214k	880.00	243.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$204k	6.4k	31.91	View chart
Pfizer (PFE)	0.1	$202k	7.9k	25.48	View chart
Haleon Spon Ads (HLN)	0.1	$154k	20k	7.72	View chart

Past Filings by Beacon Financial Strategies CORP

SEC 13F filings are viewable for Beacon Financial Strategies CORP going back to 2025

Beacon Financial Strategies CORP 2025 Q3 filed Oct. 6, 2025

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