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Portfolio (Quarterly) Guide ↗

Beacon Financial Strategies CORP

· CIK 0002084239
13F Portfolio $201M AUM 210 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 38 New 26 Added 5 Reduced 5 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOT VANGUARD INDEX FDS 508.0 $156K 0.08% +170.0 +50.3% $306.18 -3.1%
22 VOE VANGUARD INDEX FDS 543.0 $107K 0.05% +285.0 +110.5% $197.60 +4.1%
23 SO SOUTHERN CO Utilities 1,016.0 $97K 0.05% +629.0 +162.5% $95.69 -7.9%
24 T AT&T INC Communication Services 2,753.0 $57K 0.03% +152.0 +5.8% $20.70 +25.7%
25 D DOMINION ENERGY INC Utilities 480.0 $33K 0.02% +350.0 +269.2% $68.29 -2.8%
26 SCHD SCHWAB STRATEGIC TR 744.0 $24K 0.01% +4.0 +0.5% $31.71 +9.8%
Page 2 of 2  ·  26 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
Healthcare 27.2%
Technology 21.8%
Consumer Cyclical 17.2%
Financial Services 9.3%
Consumer Defensive 8.2%
Industrials 5.3%
Communication Services 4.8%
Utilities 3.1%
Energy 1.4%
Real Estate 0.8%