Beacon Financial Strategies CORP
Beacon Financial Strategies CORP reported 209 positions worth $201.2M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: VTI (18.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $36.4M | 18.11% | 98,471 | — | — | |
| ▸ 2 | DFAC | SH | $35.0M | 17.42% | 790,070 | — | — | |
| ▸ 3 | VCSH | SH | $23.9M | 11.88% | 302,407 | — | — | |
| ▸ 4 | VTV | SH | $19.6M | 9.75% | 90,043 | — | — | |
| ▸ 5 | VEA | SH | $16.8M | 8.33% | 235,150 | — | — | |
| ▸ 6 | VB | SH | $12.3M | 6.12% | 40,606 | — | — | |
| ▸ 7 | VO | SH | $11.7M | 5.82% | 145,415 | — | — | |
| ▸ 8 | VXUS | SH | $11.2M | 5.54% | 130,455 | — | — | |
| ▸ 9 | VGSH | SH | $8.2M | 4.08% | 140,927 | — | — | |
| ▸ 10 | DFUS | SH | $1.8M | 0.91% | 22,239 | — | — |
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Frequently Asked Questions
What stocks does Beacon Financial Strategies CORP hold as of Q2 2026?
Beacon Financial Strategies CORP reported 209 positions worth $201.2M in its Q2 2026 13F filing. Largest positions: VTI (18.1%), DFAC (17.4%), VCSH (11.9%), VTV (9.8%) and VEA (8.3%).
What did Beacon Financial Strategies CORP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beacon Financial Strategies CORP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.