Beacon Financial Group has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $896 Million distributed in 338 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $52.3M, Vanguard Whitehall Fds (Vangua with a value of $29.3M, Berkshire Hathaway Inc Class B with a value of $22.9M, Spdr Bloomberg 1 3 Month T Bil with a value of $22.8M, and Vanguard Growth ETF with a value of $22.5M.
Examining the 13F form we can see an increase of $26.9M in the current position value, from $869M to 896M.
Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$896 Million
ETFs: $563 Million
Financial Services: $73.9 Million
Technology: $66 Million
Industrials: $35.6 Million
Consumer Defensive: $27.5 Million
Energy: $27 Million
Healthcare: $26 Million
Communication Services: $21.8 Million
Other: $46.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
