Beacon Financial Strategies CORP
Latest statistics and disclosures from Beacon Financial Strategies CORP's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, DFAC, VCSH, VTV, VEA, and represent 65.48% of Beacon Financial Strategies CORP's stock portfolio.
- Added to shares of these 10 stocks: VO (+$8.8M), VTI, SFLR, VCSH, QFLR, VTV, BEAM, VUG, RFLR, QQQ.
- Started 37 new stock positions in JAAA, VBK, FDXF, GLD, AGG, XMLV, JPST, BINC, CGGO, STIP.
- Reduced shares in these 10 stocks: , MAA, IWM, PEP, VEU, VV, VOOG, DFAC, PLD, Carnival Corporation.
- Sold out of its positions in Carnival Corporation, XOM, MAA, VOOG, VLTO.
- Beacon Financial Strategies CORP was a net buyer of stock by $15M.
- Beacon Financial Strategies CORP has $201M in assets under management (AUM), dropping by 14.19%.
- Central Index Key (CIK): 0002084239
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Portfolio Holdings for Beacon Financial Strategies CORP
Beacon Financial Strategies CORP holds 209 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 18.1 | $36M | 99k | 370.04 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 17.4 | $35M | 790k | 44.36 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 11.9 | $24M | 302k | 79.03 |
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| Vanguard Index Fds Value Etf (VTV) | 9.8 | $20M | 90k | 217.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 8.3 | $17M | 235k | 71.25 |
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| Vanguard Index Fds Small Cp Etf (VB) | 6.1 | $12M | 41k | 303.12 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.8 | $12M | +308% | 145k | 80.57 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.5 | $11M | 131k | 85.49 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.1 | $8.2M | 141k | 58.20 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.9 | $1.8M | 22k | 81.94 |
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| Amazon (AMZN) | 0.8 | $1.6M | 6.8k | 238.34 |
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| Eli Lilly & Co. (LLY) | 0.5 | $961k | 801.00 | 1199.29 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $787k | 2.3k | 343.91 |
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| Apple (AAPL) | 0.4 | $760k | +4% | 2.6k | 289.35 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $744k | +7% | 994.00 | 748.58 |
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| International Business Machines (IBM) | 0.4 | $709k | 2.5k | 281.21 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $661k | +10% | 2.8k | 236.61 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $633k | 2.1k | 298.07 |
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| GSK Sponsored Adr (GSK) | 0.3 | $595k | 11k | 52.42 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $581k | 2.4k | 242.47 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $556k | +8% | 1.6k | 357.33 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.3 | $540k | NEW | 14k | 38.58 |
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| Merck & Co (MRK) | 0.2 | $488k | 3.8k | 128.50 |
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| Johnson & Johnson (JNJ) | 0.2 | $433k | +2% | 1.7k | 253.93 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.2 | $371k | +5% | 8.8k | 42.21 |
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| Home Depot (HD) | 0.2 | $367k | 1.0k | 352.68 |
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| Microsoft Corporation (MSFT) | 0.2 | $363k | +5% | 972.00 | 373.02 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $360k | +499% | 4.2k | 86.14 |
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| Ishares Tr 3yrtb Etf (ISHG) | 0.2 | $358k | 4.8k | 74.25 |
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| Innovator Etfs Trust Nasdaq 100 Mana (QFLR) | 0.2 | $357k | NEW | 9.8k | 36.48 |
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| Cisco Systems (CSCO) | 0.2 | $353k | 3.0k | 117.46 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $342k | 8.3k | 41.25 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $342k | +21% | 1.0k | 327.27 |
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| Coca-Cola Company (KO) | 0.2 | $340k | 4.2k | 81.27 |
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| Beam Therapeutics (BEAM) | 0.2 | $338k | NEW | 9.8k | 34.32 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $311k | 880.00 | 353.33 |
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| Humana (HUM) | 0.1 | $292k | 736.00 | 397.22 |
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| Paychex (PAYX) | 0.1 | $291k | 3.0k | 98.33 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $282k | +40% | 5.5k | 51.69 |
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| Costco Wholesale Corporation (COST) | 0.1 | $258k | 276.00 | 935.47 |
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| NVIDIA Corporation (NVDA) | 0.1 | $250k | 1.3k | 200.04 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $237k | +74% | 345.00 | 687.56 |
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| Innovator Etfs Trust Us Small Cap Mng (RFLR) | 0.1 | $233k | NEW | 7.1k | 32.78 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $232k | +10% | 6.9k | 33.84 |
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| Procter & Gamble Company (PG) | 0.1 | $224k | 1.5k | 146.60 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $221k | 1.4k | 156.96 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $217k | NEW | 295.00 | 736.40 |
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| Innovator Etfs Trust Intl Man Flo Etf (IFLR) | 0.1 | $214k | NEW | 4.0k | 53.05 |
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| McDonald's Corporation (MCD) | 0.1 | $210k | 776.00 | 270.42 |
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| Abbvie (ABBV) | 0.1 | $199k | 791.00 | 251.64 |
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| Pfizer (PFE) | 0.1 | $186k | 7.7k | 24.08 |
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| Haleon Spon Ads (HLN) | 0.1 | $186k | 20k | 9.33 |
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| Rbc Cad (RY) | 0.1 | $178k | 861.00 | 206.97 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $178k | 1.4k | 126.60 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $177k | NEW | 2.3k | 76.70 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $168k | NEW | 2.4k | 68.54 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $156k | +50% | 508.00 | 306.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $152k | -7% | 505.00 | 300.59 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $133k | 1.7k | 77.91 |
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| Kroger (KR) | 0.1 | $124k | 2.2k | 55.53 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $119k | -6% | 1.4k | 83.74 |
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| AFLAC Incorporated (AFL) | 0.1 | $112k | 955.00 | 117.25 |
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| CSX Corporation (CSX) | 0.1 | $109k | 2.3k | 47.53 |
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| Marriott Intl Cl A (MAR) | 0.1 | $108k | 292.00 | 370.59 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $107k | +110% | 543.00 | 197.60 |
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| Truist Financial Corp equities (TFC) | 0.1 | $107k | 2.2k | 49.82 |
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| Caterpillar (CAT) | 0.1 | $107k | 100.00 | 1064.90 |
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| Southern Company (SO) | 0.0 | $97k | +162% | 1.0k | 95.69 |
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| RPM International (RPM) | 0.0 | $93k | 832.00 | 111.15 |
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| Chevron Corporation (CVX) | 0.0 | $92k | 555.00 | 165.76 |
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| Bank of America Corporation (BAC) | 0.0 | $87k | 1.5k | 56.96 |
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| Pepsi (PEP) | 0.0 | $85k | -11% | 628.00 | 135.40 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.0 | $80k | NEW | 1.7k | 47.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $79k | NEW | 215.00 | 368.38 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $79k | NEW | 1.6k | 49.28 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $79k | NEW | 793.00 | 98.98 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 0.0 | $77k | NEW | 1.8k | 42.33 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $77k | 489.00 | 156.72 |
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| Meta Platforms Cl A (META) | 0.0 | $77k | 136.00 | 563.29 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $66k | 350.00 | 189.73 |
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| Enbridge (ENB) | 0.0 | $63k | 1.2k | 54.21 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $62k | NEW | 170.00 | 365.70 |
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| Abbott Laboratories (ABT) | 0.0 | $62k | 685.00 | 90.74 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $60k | NEW | 1.2k | 50.49 |
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| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.0 | $59k | NEW | 1.1k | 52.34 |
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| Oracle Corporation (ORCL) | 0.0 | $59k | 400.00 | 146.55 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $57k | NEW | 235.00 | 242.99 |
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| At&t (T) | 0.0 | $57k | +5% | 2.8k | 20.70 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $56k | NEW | 370.00 | 152.18 |
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| Abrdn Fds Emer Mkts Di Etf (AGEM) | 0.0 | $55k | NEW | 1.1k | 49.37 |
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| Wells Fargo & Company (WFC) | 0.0 | $55k | 661.00 | 82.64 |
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| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $55k | 2.1k | 25.99 |
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| Dollar Tree (DLTR) | 0.0 | $53k | 440.00 | 120.95 |
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| Starbucks Corporation (SBUX) | 0.0 | $53k | 520.00 | 102.19 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $52k | 205.00 | 252.23 |
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| Visa Com Cl A (V) | 0.0 | $52k | 150.00 | 343.09 |
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| Anthem (ELV) | 0.0 | $50k | 130.00 | 386.73 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.0 | $50k | NEW | 1.8k | 27.24 |
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| Constellation Energy (CEG) | 0.0 | $50k | 200.00 | 248.37 |
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| Delta Air Lines Com New (DAL) | 0.0 | $48k | 515.00 | 93.66 |
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| Pulte (PHM) | 0.0 | $47k | 340.00 | 137.21 |
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| FedEx Corporation (FDX) | 0.0 | $47k | 148.00 | 314.11 |
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| Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) | 0.0 | $46k | 40.00 | 1157.00 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $44k | 280.00 | 155.98 |
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| Lowe's Companies (LOW) | 0.0 | $43k | 195.00 | 220.49 |
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $42k | NEW | 430.00 | 96.54 |
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| PNC Financial Services (PNC) | 0.0 | $41k | 167.00 | 246.22 |
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| Bristol Myers Squibb (BMY) | 0.0 | $41k | 708.00 | 57.62 |
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| Ishares Jp Morgan Em Etf (LEMB) | 0.0 | $40k | NEW | 953.00 | 42.43 |
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| Highwoods Properties (HIW) | 0.0 | $39k | 1.3k | 30.16 |
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| Prologis (PLD) | 0.0 | $39k | -7% | 286.00 | 135.47 |
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| Union Pacific Corporation (UNP) | 0.0 | $39k | 142.00 | 272.00 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $38k | NEW | 371.00 | 102.16 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $38k | NEW | 460.00 | 82.11 |
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| American Electric Power Company (AEP) | 0.0 | $38k | 275.00 | 136.81 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $38k | NEW | 398.00 | 94.52 |
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| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.0 | $37k | NEW | 925.00 | 40.29 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $36k | 130.00 | 280.00 |
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| Xcel Energy (XEL) | 0.0 | $36k | 450.00 | 80.30 |
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| eBay (EBAY) | 0.0 | $36k | 320.00 | 111.75 |
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| Intel Corporation (INTC) | 0.0 | $36k | 256.00 | 139.63 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $36k | 70.00 | 509.47 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $34k | NEW | 668.00 | 50.57 |
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| UnitedHealth (UNH) | 0.0 | $33k | 80.00 | 415.64 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $33k | 130.00 | 255.68 |
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| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $33k | 322.00 | 101.88 |
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| Dominion Resources (D) | 0.0 | $33k | +269% | 480.00 | 68.29 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.0 | $33k | NEW | 1.3k | 25.52 |
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| Illinois Tool Works (ITW) | 0.0 | $32k | 119.00 | 270.47 |
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| Spdr Series Trust St Str Tips Etf (SPIP) | 0.0 | $32k | NEW | 1.3k | 25.68 |
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| Fifth Third Ban (FITB) | 0.0 | $31k | 551.00 | 56.37 |
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| Wal-Mart Stores (WMT) | 0.0 | $31k | 270.00 | 113.26 |
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| Cigna Corp (CI) | 0.0 | $28k | 103.00 | 275.69 |
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| Exelon Corporation (EXC) | 0.0 | $28k | 602.00 | 46.62 |
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| Qorvo (QRVO) | 0.0 | $27k | 289.00 | 93.27 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $27k | 292.00 | 92.27 |
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| Target Corporation (TGT) | 0.0 | $26k | 200.00 | 130.61 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $25k | 90.00 | 281.03 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $25k | 50.00 | 501.36 |
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| Advance Auto Parts (AAP) | 0.0 | $25k | 394.00 | 62.22 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $24k | 744.00 | 31.71 |
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| Phillips 66 (PSX) | 0.0 | $23k | 138.00 | 169.05 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $23k | 250.00 | 93.27 |
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| PPG Industries (PPG) | 0.0 | $22k | 180.00 | 121.29 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $22k | NEW | 329.00 | 66.23 |
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| Northern Trust Corporation (NTRS) | 0.0 | $22k | 125.00 | 173.84 |
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| Edwards Lifesciences (EW) | 0.0 | $22k | 240.00 | 90.46 |
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| Philip Morris International (PM) | 0.0 | $22k | 119.00 | 180.92 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.0 | $21k | 10.00 | 2080.80 |
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| Diageo Spon Adr New (DEO) | 0.0 | $19k | 235.00 | 80.38 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $18k | 156.00 | 117.50 |
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| General Mills (GIS) | 0.0 | $18k | 520.00 | 34.80 |
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| Expedia Group Com New (EXPE) | 0.0 | $18k | 69.00 | 255.88 |
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| Innovator Etfs Trust Emrgng Mkt Jan (EJAN) | 0.0 | $17k | NEW | 484.00 | 36.00 |
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| Equifax (EFX) | 0.0 | $17k | 107.00 | 158.73 |
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| Viatris (VTRS) | 0.0 | $17k | 1.1k | 15.88 |
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| Constellation Brands Cl A (STZ) | 0.0 | $17k | 119.00 | 139.09 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $16k | 80.00 | 205.03 |
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| Vanguard World Mega Cap Index (MGC) | 0.0 | $15k | 56.00 | 273.64 |
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| Henry Schein (HSIC) | 0.0 | $15k | 175.00 | 83.52 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $15k | 98.00 | 147.73 |
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| Intuit (INTU) | 0.0 | $14k | 55.00 | 261.00 |
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| Paypal Holdings (PYPL) | 0.0 | $14k | 320.00 | 43.18 |
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| Walt Disney Company (DIS) | 0.0 | $13k | 134.00 | 96.25 |
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| International Flavors & Fragrances (IFF) | 0.0 | $12k | 150.00 | 79.22 |
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| Boston Beer Cl A (SAM) | 0.0 | $12k | 66.00 | 177.03 |
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| Danaher Corporation (DHR) | 0.0 | $11k | 60.00 | 190.48 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $11k | NEW | 74.00 | 151.00 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $11k | 44.00 | 246.23 |
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| Hasbro (HAS) | 0.0 | $11k | 128.00 | 82.59 |
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| Altria (MO) | 0.0 | $9.2k | 128.00 | 71.95 |
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| Ford Motor Company (F) | 0.0 | $8.4k | 601.00 | 13.90 |
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| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $8.2k | 233.00 | 35.09 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $7.1k | 258.00 | 27.70 |
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| Live Nation Entertainment (LYV) | 0.0 | $7.1k | 39.00 | 183.13 |
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| Citigroup Com New (C) | 0.0 | $7.0k | 50.00 | 139.96 |
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| Motorola Solutions Com New (MSI) | 0.0 | $5.8k | 14.00 | 415.36 |
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| Match Group (MTCH) | 0.0 | $5.6k | 148.00 | 38.05 |
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| Kyndryl Hldgs Common Stock (KD) | 0.0 | $5.5k | 488.00 | 11.31 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $4.2k | 200.00 | 21.11 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $4.2k | 25.00 | 168.44 |
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| Metropcs Communications (TMUS) | 0.0 | $3.9k | 23.00 | 167.74 |
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| Yum! Brands (YUM) | 0.0 | $3.8k | 24.00 | 159.88 |
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| Organon & Co Common Stock (OGN) | 0.0 | $3.8k | 283.00 | 13.54 |
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| Innovator Etfs Trust Innovator Inter (ISEP) | 0.0 | $3.7k | NEW | 106.00 | 34.60 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.5k | 59.00 | 59.69 |
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| People Com New | 0.0 | $3.2k | 69.00 | 46.17 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $3.1k | 27.00 | 114.19 |
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.0 | $3.1k | 274.00 | 11.15 |
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| Fiserv (FISV) | 0.0 | $3.0k | 61.00 | 49.07 |
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| Carnival Corp Common Shares (CCL) | 0.0 | $2.9k | NEW | 100.00 | 28.57 |
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| Fortrea Hldgs Common Stock (FTRE) | 0.0 | $2.3k | 130.00 | 17.40 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $2.2k | 60.00 | 36.13 |
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| Zimmer Holdings (ZBH) | 0.0 | $2.1k | 24.00 | 86.12 |
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| Innovator Etfs Trust Us Small Cap Pow (KSEP) | 0.0 | $1.9k | NEW | 61.00 | 30.85 |
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| Chewy Cl A (CHWY) | 0.0 | $1.6k | 83.00 | 19.65 |
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| Precision Biosciences Com New (DTIL) | 0.0 | $1.4k | 172.00 | 7.86 |
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| salesforce (CRM) | 0.0 | $1.3k | 8.00 | 156.75 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.2k | 8.00 | 154.38 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.2k | NEW | 48.00 | 24.56 |
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| Prudential Financial (PRU) | 0.0 | $1.1k | 10.00 | 108.00 |
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| Tripadvisor (TRIP) | 0.0 | $945.996900 | 69.00 | 13.71 |
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| Charles River Laboratories (CRL) | 0.0 | $908.000000 | 4.00 | 227.00 |
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| Omni (OMC) | 0.0 | $802.000100 | 11.00 | 72.91 |
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| Humacyte (HUMA) | 0.0 | $664.020000 | 850.00 | 0.78 |
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| Boeing Company (BA) | 0.0 | $650.000100 | 3.00 | 216.67 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $251.000100 | NEW | 3.00 | 83.67 |
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| Angi Cl A New (ANGI) | 0.0 | $214.999200 | 36.00 | 5.97 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $0 | 0 | 0.00 |
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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 2026 Q2 filed July 8, 2026
- Beacon Financial Strategies CORP 2026 Q1 filed April 8, 2026
- Beacon Financial Strategies CORP 2025 Q4 filed Jan. 12, 2026
- Beacon Financial Strategies CORP 2025 Q3 filed Oct. 6, 2025