Beacon Financial Group Portfolio Holdings
Beacon Financial Group
- $896 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 338
- Current Value $896 Million
- Prior Value $869 Million
- Filing
- Period Q2 2025
- Filing Date July 09, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 19 stocks
- Additional Purchases 120 stocks
- Sold out of 0 stocks
- Reduced holdings in 173 stocks