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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 1 of 18  ·  347 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DGRW WISDOMTREE US QLT DIV GRW ETF 578,140.0 $51.7M 5.14% NEW $89.43 +7.9%
2 VYM VANGUARD HIGH DIVIDEND YIELD ETF 201,563.0 $28.9M 2.88% NEW $143.52 +10.3%
3 VUG VANGUARD GROWTH ETF 55,904.0 $27.3M 2.71% NEW $487.86 -81.9%
4 DYNF ISHS US EQTY FACTR ROTATN ACT ETF 430,825.0 $26.2M 2.60% NEW $60.81 +10.3%
5 VTV VANGUARD VALUE ETF 128,741.0 $24.6M 2.44% NEW $190.99 +10.9%
6 BIL ST STERT SPDR BLMBG 1 3 MN T BL ETF 263,157.0 $24.0M 2.39% NEW $91.38 +0.3%
7 BERKSHIRE HATHAWAY CLASS CLASS B 47,241.0 $23.7M 2.36% NEW $502.65
8 TFLO ISHARES TREASURY FLOATING RATE B ETF 446,163.0 $22.5M 2.24% NEW $50.46 +0.3%
9 IVV ISHARES CORE S&P 500 ETF 31,975.0 $21.9M 2.18% NEW $684.93 +10.1%
10 FDL FIRST TRUST MORNINGSTAR DIV LDRS ETF 491,244.0 $21.8M 2.17% NEW $44.34 +13.4%
11 VWO VANGUARD FTSE EMERGING MARKETS ETF 382,916.0 $20.6M 2.05% NEW $53.76 +12.1%
12 FVD FIRST TRUST VALUE DIVIDEND INDEX ETF 417,255.0 $19.2M 1.91% NEW $46.08 +3.6%
13 ITOT ISHARES TOTAL US STOCK MARKET ETF 117,081.0 $17.4M 1.73% NEW $148.69 +10.3%
14 NVDA NVIDIA CORP Technology 90,075.0 $16.8M 1.67% NEW $186.50 +14.0%
15 RDVY FT RISING DIVIDEND ACHIEVERS ETF 236,880.0 $16.5M 1.64% NEW $69.47 +9.0%
16 MGC VANGUARD MEGA CAP ETF 60,734.0 $15.3M 1.52% NEW $251.17 +9.9%
17 CGGR CAPITAL GROUP GROWTH ETF 302,376.0 $13.4M 1.34% NEW $44.47 +5.9%
18 JPM JPMORGAN CHASE & CO Financial Services 38,730.0 $12.5M 1.24% NEW $322.22 -7.1%
19 AAPL APPLE INC Technology 44,691.0 $12.1M 1.21% NEW $271.86 +14.3%
20 FQAL FIDELITY QUALITY FACTOR ETF 143,201.0 $10.8M 1.08% NEW $75.59 +6.9%
Page 1 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%