Beacon Financial Group Portfolio Holdings
Beacon Financial Group
- $944 Million
- Q3 2025
Beacon Financial Group has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $944 Million distributed in 346 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 $52.9M, Vanguard Whitehall Fds (Vangua with a value of $29.5M, Vanguard Growth ETF with a value of $26.1M, Blackrock ETF Tr U S Equity Fa with a value of $24M, and Berkshire Hathaway Inc Class B with a value of $23.5M.
Examining the 13F form we can see an increase of $48M in the current position value, from $896M to 944M.
Below you can find more details about Beacon Financial Group portfolio as well as his latest detailed transactions.
Portfolio value
$944 Million
ETFs: $595 Million
Financial Services: $76.3 Million
Technology: $75.8 Million
Industrials: $35.9 Million
Energy: $27 Million
Consumer Defensive: $26.5 Million
Healthcare: $26.4 Million
Communication Services: $23.7 Million
Other: $48.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 346
- Current Value $944 Million
- Prior Value $896 Million
- Filing
- Period Q3 2025
- Filing Date October 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 23 stocks
- Additional Purchases 105 stocks
- Sold out of 0 stocks
- Reduced holdings in 193 stocks