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Portfolio (Quarterly) Guide ↗

BEACON FINANCIAL GROUP

· CIK 0001591379
13F Portfolio $1.0B AUM 348 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 347 New
Page 13 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FIDI FIDELITY INTERNATINL HG DIV ETF 16,967.0 $440K 0.04% NEW $25.91 +8.8%
242 KR KROGER CO Consumer Defensive 7,011.0 $438K 0.04% NEW $62.48 +1.9%
243 VOT VANGUARD MID CAP GROWTH ETF 1,566.0 $437K 0.04% NEW $279.14 +6.4%
244 UGI UGI CORP NEW Utilities 11,665.0 $437K 0.04% NEW $37.43 -6.0%
245 CCK CROWN HLDGS INC Consumer Cyclical 4,236.0 $436K 0.04% NEW $102.97 -5.3%
246 COMERICA INC 4,941.0 $430K 0.04% NEW $86.93
247 DIS DISNEY WALT CO Communication Services 3,718.0 $423K 0.04% NEW $113.77 -8.8%
248 DDWM WISDOMTREE DYNAMC INTL EQUITY ETF 9,689.0 $422K 0.04% NEW $43.54 +7.3%
249 FLRN ST STRT SPDR BBRG INV GRD FLT ETF IV 13,695.0 $421K 0.04% NEW $30.73 +0.4%
250 VOE VANGUARD MID CAP VALUE ETF 2,369.0 $420K 0.04% NEW $177.38 +9.7%
251 EMLC VANECK J P MORGAN EM LCL CRY BND ETF 16,055.0 $415K 0.04% NEW $25.82 -1.0%
252 SJNK ST STRET SPDR BBRG SRT TRM HG YD ETF 16,201.0 $410K 0.04% NEW $25.32 -0.8%
253 DSI ISHARES ESG MSCI KLD 400 ETF 3,184.0 $410K 0.04% NEW $128.83 +10.8%
254 JLL JONES LANG LASALLE INC Real Estate 1,216.0 $409K 0.04% NEW $336.47 -15.1%
255 FNOV FT VEST US EQUITY BUFF ETF 7,260.0 $398K 0.04% NEW $54.83 +6.4%
256 T AT&T INC Communication Services 15,862.0 $394K 0.04% NEW $24.84 +0.2%
257 EEM ISHARES MSCI EMERGING MARKETS ETF 7,152.0 $391K 0.04% NEW $54.71 +25.4%
258 GEHC GE HEALTHCARE TECHNOLOGI Healthcare 4,689.0 $385K 0.04% NEW $82.02 -23.4%
259 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 8,802.0 $384K 0.04% NEW $43.64 +10.9%
260 USMV ISHARES MSCI USA MIN VOL FCTR ETF 4,079.0 $384K 0.04% NEW $94.16 +2.3%
Page 13 of 18  ·  347 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.8%
Financial Services 22.1%
Industrials 10.0%
Healthcare 8.4%
Energy 7.9%
Communication Services 7.2%
Consumer Defensive 6.8%
Consumer Cyclical 6.3%
Real Estate 3.1%
Basic Materials 2.6%