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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  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USMV ISHARES TR 430.0 $42K 0.02% NEW $96.54 +4.7%
22 LEMB ISHARES INC 953.0 $40K 0.02% NEW $42.43 +1.3%
23 STIP ISHARES TR 371.0 $38K 0.02% NEW $102.16 -1.4%
24 SHY ISHARES TR 460.0 $38K 0.02% NEW $82.11 -0.6%
25 MBB ISHARES TR 398.0 $38K 0.02% NEW $94.52 -2.2%
26 SRLN SSGA ACTIVE ETF TR 925.0 $37K 0.02% NEW $40.29 +0.4%
27 J P MORGAN EXCHANGE TRADED F 668.0 $34K 0.02% NEW $50.57
28 SPAB SPDR SERIES TRUST 1,278.0 $33K 0.02% NEW $25.52 -2.3%
29 SPIP SPDR SERIES TRUST 1,251.0 $32K 0.02% NEW $25.68 -2.5%
30 XMLV INVESCO EXCH TRADED FD TR II 329.0 $22K 0.01% NEW $66.23 +1.5%
31 EJAN INNOVATOR ETFS TRUST 484.0 $17K 0.01% NEW $36.00 +2.7%
32 FEDEX FGHT HLDG CO INC 74.0 $11K 0.01% NEW $151.00
33 ISEP INNOVATOR ETFS TRUST 106.0 $4K 0.00% NEW $34.60 +2.5%
34 CARNIVAL CORP LTD 100.0 $3K 0.00% NEW $28.57
35 INNOVATOR ETFS TRUST 61.0 $2K 0.00% NEW $30.85
36 CMCSA COMCAST CORP NEW Communication Services 48.0 $1K 0.00% NEW $24.56 +7.1%
37 VIGI VANGUARD WHITEHALL FDS 3.0 $251.0 NEW $83.67 +16.6%
38 BND VANGUARD BD INDEX FDS $1.0 NEW
Page 2 of 2  ·  38 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%