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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 7 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF 61,281.0 $1.9M 0.19% +429.0 +0.7% $30.81 +10.7%
122 IWF ISHARES RUSSELL 1000 GROWTH ETF 4,427.0 $1.9M 0.19% $426.40 -70.5%
123 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 74,270.0 $1.9M 0.19% -686.0 -0.9% $25.33 -0.3%
124 PEP PEPSICO INC Consumer Defensive 12,073.0 $1.9M 0.19% +216.0 +1.8% $155.29 -4.9%
125 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 76,871.0 $1.9M 0.19% -948.0 -1.2% $24.24 -0.0%
126 IYW ISHARES U.S. TECHNOLOGY ETF 10,079.0 $1.8M 0.18% -2K -14.4% $181.42 +35.8%
127 IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 74,740.0 $1.8M 0.18% -3K -3.3% $24.24 +0.0%
128 DAR DARLING INGREDIENTS INC Consumer Defensive 29,269.0 $1.8M 0.18% $61.85 -5.0%
129 RTX RTX CORP Industrials 9,349.0 $1.8M 0.18% +129.0 +1.4% $192.90 -8.5%
130 IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 76,249.0 $1.8M 0.18% +2K +3.2% $23.26 -0.3%
131 IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF 80,196.0 $1.8M 0.17% +895.0 +1.1% $21.89 -0.4%
132 L LOEWS CORP Financial Services 15,947.0 $1.7M 0.17% -99.0 -0.6% $106.74 +0.2%
133 IVLU ISHARES EDGE MSCI INTL VALUE FACTOR ETF 42,354.0 $1.7M 0.17% $39.68 +8.5%
134 TRV TRAVELERS COS INC Financial Services 5,740.0 $1.7M 0.17% -576.0 -9.1% $291.68 +2.8%
135 HD HOME DEPOT INC Consumer Cyclical 5,068.0 $1.7M 0.17% -365.0 -6.7% $328.91 -3.4%
136 IWD ISHARES RUSSELL 1000 VALUE ETF 7,798.0 $1.7M 0.17% $213.66 +11.4%
137 AEM AGNICO EAGLE MINES LTD F Basic Materials 7,894.0 $1.6M 0.16% -2K -23.0% $202.98 -13.8%
138 ANET ARISTA NETWORKS INC Technology 12,975.0 $1.6M 0.16% +752.0 +6.2% $122.78 +25.7%
139 IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF 74,055.0 $1.5M 0.15% +3K +4.0% $20.93 -0.3%
140 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 78,953.0 $1.5M 0.15% +2K +2.1% $19.63 -0.0%
Page 7 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%