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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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