Beacon Financial Strategies Corp has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $33.6B, Dimensional ETF Tr U S Core Eq with a value of $31.3B, Vanguard Sht Term Corp Bd ETF with a value of $23B, Vanguard Value ETF with a value of $17.8B, and Vanguard Ftse Developed Market with a value of $14.3B.
Examining the 13F form we can see an increase of $9.67B in the current position value, from $169B to 179B.
Beacon Financial Strategies Corp is based out at Raleigh, NC
Below you can find more details about Beacon Financial Strategies Corp portfolio as well as his latest detailed transactions.
Portfolio value
$179 Billion
ETFs: $166 Billion
Technology: $3.06 Billion
Healthcare: $2.72 Billion
Consumer Cyclical: $2.47 Billion
Consumer Defensive: $1.21 Billion
Financial Services: $1.01 Billion
Communication Services: $929 Million
Industrials: $735 Million
Other: $816 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
