Beacon Financial Strategies Corp Portfolio Holdings

Beacon Financial Strategies Corp

  • $179 Billion
  • Q4 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39T
$1.54 Billion 0.86% of portfolio
6,660
Q4 2025 Reduced 0.3%
$971B
$861 Million 0.48% of portfolio
801
Q4 2025 Reduced 1.11%
$266B
$847 Million 0.47% of portfolio
2,860
Q4 2025 Added 52.94%
$4.3T
$685 Million 0.38% of portfolio
2,518
Q2 2025 Reduced 14.85%
$1.65T
$451 Million 0.25% of portfolio
1,441
Q3 2025 Added 0.07%
$3.78T
$444 Million 0.25% of portfolio
919
Q4 2025 Reduced 2.23%
$235B
$399 Million 0.22% of portfolio
3,792
Q4 2025 Added 0.05%
$367B
$358 Million 0.2% of portfolio
1,041
Q2 2024 Reduced 5.1%
$522B
$342 Million 0.19% of portfolio
1,655
Q1 2025 Added 17.79%
$306B
$292 Million 0.16% of portfolio
4,181
Q4 2025 Reduced 3.46%
$881B
$277 Million 0.15% of portfolio
859
Q3 2025 Reduced 5.5%
$1.74T
$276 Million 0.15% of portfolio
880
Q3 2025 New
$224B
$237 Million 0.13% of portfolio
776
Q3 2024 New
$346B
$234 Million 0.13% of portfolio
1,630
Q3 2025 Reduced 3.09%
$465B
$233 Million 0.13% of portfolio
1,250
Q3 2025 New
$319B
$232 Million 0.13% of portfolio
3,010
Q4 2025 Reduced 4.17%
$414B
$181 Million 0.1% of portfolio
792
Q4 2025 New
$205B
$147 Million 0.08% of portfolio
861
Q4 2025 New
$204B
$102 Million 0.06% of portfolio
708
Q4 2025 New
$1.37T
$91.8 Million 0.05% of portfolio
139
Q4 2025 New
$303B
$84.6 Million 0.05% of portfolio
555
Q4 2025 New
$413B
$83.5 Million 0.05% of portfolio
1,519
Q4 2025 New
$228B
$85.8 Million 0.05% of portfolio
685
Q4 2025 New
$283B
$67.4 Million 0.04% of portfolio
489
Q4 2025 New
$258B
$64.2 Million 0.04% of portfolio
350
Q4 2025 New
$593B
$78 Million 0.04% of portfolio
400
Q4 2025 New
$291B
$57.3 Million 0.03% of portfolio
100
Q4 2025 New
$533B
$52.6 Million 0.03% of portfolio
150
Q4 2025 New
$317B
$61.6 Million 0.03% of portfolio
661
Q4 2025 New
$279B
$30.1 Million 0.02% of portfolio
270
Q4 2025 New
$222B
$29 Million 0.02% of portfolio
50
Q4 2025 New
$490B
$21.7 Million 0.01% of portfolio
180
Q4 2025 New
$300B
$26.4 Million 0.01% of portfolio
80
Q4 2025 New
$237B
$19.1 Million 0.01% of portfolio
119
Q4 2025 New
$237B
$2.12 Million 0.0% of portfolio
8
Q4 2025 New
$269B
$4.67 Million 0.0% of portfolio
23
Q4 2025 New
$272B
$5.35 Million 0.0% of portfolio
25
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $179 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 142 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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