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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 2,289.0 $787K 0.39% -17.0 -0.7% $343.91 +2.0%
2 IWM ISHARES TR 505.0 $152K 0.07% -43.0 -7.8% $300.59 -3.3%
3 VEU VANGUARD INTL EQUITY INDEX F 1,422.0 $119K 0.06% -93.0 -6.1% $83.74 +1.1%
4 PEP PEPSICO INC Consumer Defensive 628.0 $85K 0.04% -80.0 -11.3% $135.40 +3.4%
5 PLD PROLOGIS INC. Real Estate 286.0 $39K 0.02% -24.0 -7.7% $135.47 +3.0%

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%