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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 3 of 11  ·  209 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 1,252.0 $250K 0.12% $200.04 +8.8%
42 VOO VANGUARD INDEX FDS 345.0 $237K 0.12% +147.0 +74.2% $687.56 +1.8%
43 RFLR INNOVATOR ETFS TRUST 7,110.0 $233K 0.12% NEW $32.78 -1.5%
44 SCHG SCHWAB STRATEGIC TR 6,852.0 $232K 0.12% +665.0 +10.8% $33.84 +4.2%
45 PG PROCTER & GAMBLE CO Consumer Defensive 1,528.0 $224K 0.11% $146.60 -0.1%
46 VT VANGUARD INTL EQUITY INDEX F 1,406.0 $221K 0.11% $156.96 +1.5%
47 QQQ INVESCO QQQ TR Financial Services 295.0 $217K 0.11% NEW $736.40 -3.9%
48 IFLR INNOVATOR ETFS TRUST 4,030.0 $214K 0.11% NEW $53.05 +1.6%
49 MCD MCDONALDS CORP Consumer Cyclical 776.0 $210K 0.10% $270.42 -3.3%
50 ABBV ABBVIE INC Healthcare 791.0 $199K 0.10% $251.64 +3.2%
51 PFE PFIZER INC Healthcare 7,714.0 $186K 0.09% $24.08 +18.4%
52 RY ROYAL BK CDA Financial Services 861.0 $178K 0.09% $206.97 -1.9%
53 DUK DUKE ENERGY CORP NEW Utilities 1,402.0 $177K 0.09% $126.60 -5.0%
54 BIV VANGUARD BD INDEX FDS 2,305.0 $177K 0.09% NEW $76.70 -2.5%
55 OMFL INVESCO EXCH TRD SLF IDX FD 2,448.0 $168K 0.08% NEW $68.54 +2.3%
56 HLN HALEON PLC Healthcare 19,888.0 $159K 0.08% $8.02 +25.7%
57 VOT VANGUARD INDEX FDS 508.0 $156K 0.08% +170.0 +50.3% $306.18 -3.1%
58 IWM ISHARES TR 505.0 $152K 0.07% -43.0 -7.8% $300.59 -3.3%
59 BSV VANGUARD BD INDEX FDS 1,704.0 $133K 0.07% $77.91 -1.0%
60 KR KROGER CO Consumer Defensive 2,234.0 $124K 0.06% $55.53 +4.4%
Page 3 of 11  ·  209 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%