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Portfolio (Quarterly) Guide ↗

BEACON FINANCIAL GROUP

· CIK 0001591379
13F Portfolio $1.0B AUM 348 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 120 Added 132 Reduced 18 Exited
Page 13 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GLW CORNING INC Technology 3,394.0 $461K 0.05% +131.0 +4.0% $135.96 +35.4%
242 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 3,375.0 $449K 0.04% $132.89 +40.8%
243 SCHZ SCHWAB U.S. AGGREGATE BOND ETF 19,292.0 $448K 0.04% $23.22 -0.4%
244 CGUS CAPITAL GROUP CORE EQUITY ETF 11,473.0 $441K 0.04% +71.0 +0.6% $38.42 +14.9%
245 BYD BOYD GAMING CORP Consumer Cyclical 5,353.0 $440K 0.04% -350.0 -6.1% $82.18 +1.3%
246 VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES 2,369.0 $437K 0.04% $184.29 +5.8%
247 CI THE CIGNA GROUP Healthcare 1,634.0 $436K 0.04% +18.0 +1.1% $266.76 +7.6%
248 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 7,805.0 $433K 0.04% NEW $55.52 +9.8%
249 RBLX ROBLOX CORP CLASS A Technology 7,628.0 $431K 0.04% +137.0 +1.8% $56.56 -17.0%
250 DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY ETF 9,689.0 $427K 0.04% $44.11 +6.1%
251 CCK CROWN HLDGS INC Consumer Cyclical 4,236.0 $425K 0.04% $100.25 -2.1%
252 EMLC VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF 16,742.0 $420K 0.04% +687.0 +4.3% $25.11 +1.8%
253 MGC VANGUARD MEGA CAP INDEX FUND ETF SHARES 1,776.0 $420K 0.04% -59K -97.1% $236.39 +17.4%
254 DSI ISHARES ESG MSCI KLD 400 ETF 3,408.0 $413K 0.04% +224.0 +7.0% $121.19 +17.8%
255 VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES 1,566.0 $403K 0.04% $257.35 +15.9%
256 PFG PRINCIPAL FINL GROUP INC Financial Services 4,451.0 $401K 0.04% +120.0 +2.8% $90.10 +15.5%
257 PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 13,202.0 $400K 0.04% +848.0 +6.9% $30.32 +3.9%
258 EEM ISHARES MSCI EMERGING MARKETS ETF 6,952.0 $395K 0.04% -200.0 -2.8% $56.79 +20.8%
259 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 12,814.0 $394K 0.04% -881.0 -6.4% $30.78 +0.2%
260 SBR SABINE RTY TR ROYALTY TRUST Energy 5,255.0 $394K 0.04% $75.00 +0.6%
Page 13 of 18  ·  348 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 22.9%
Financial Services 20.7%
Energy 10.6%
Industrials 10.5%
Healthcare 8.4%
Consumer Defensive 6.8%
Communication Services 6.3%
Consumer Cyclical 5.8%
Real Estate 3.1%
Basic Materials 2.7%