Beacon Financial Strategies Corp Portfolio Holdings

Beacon Financial Strategies Corp

  • $169 Billion
  • Q3 2025

Beacon Financial Strategies Corp has filed its 13F form on October 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 41 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 $32.9B, Dimensional ETF Tr U S Core Eq with a value of $30.5B, Vanguard Sht Term Corp Bd ETF with a value of $22.8B, Vanguard Value ETF with a value of $17.4B, and Vanguard Ftse Developed Market with a value of $13.6B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $159B to 169B.

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 $169 Billion
ETFs: $161 Billion
Technology: $2.55 Billion
Consumer Cyclical: $2.12 Billion
Healthcare: $1.6 Billion
Consumer Defensive: $793 Million
Communication Services: $565 Million
Industrials: $375 Million
Financial Services: $271 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$446 Million 0.26% of portfolio
2,425
Q4 2024 Reduced 13.24%
$45.8B
$375 Million 0.22% of portfolio
2,958
Q2 2023 Added 1.27%
$147B
$202 Million 0.12% of portfolio
7,920
Q3 2025 New
$40.7B
$154 Million 0.09% of portfolio
19,888
Q3 2024 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $169 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Beacon Financial Strategies Corp Portfolio

Follow Beacon Financial Strategies Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Strategies Corp, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Strategies Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email