⏳
Showing Q3 2025 data
BEACON FINANCIAL GROUP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
BEACON FINANCIAL GROUP
•CIK: 1591379•Filing: Q3 2025
**BEACON FINANCIAL GROUP** manages $1.0B across a diversified portfolio of 346 positions. The fund exhibits significant concentration in core equity and dividend strategies, highlighted by top holdings including DGRW ($52.9M) and VYM ($29.5M). Further allocations are notable in growth and broad market exposure, with VUG ($26.1M) and BRK/B ($23.5M) representing key pillars. This structure suggests a disciplined, multi-sector approach targeting stable income generation alongside capital appreciation.
Total AUM
$1.0B
QoQ Performance
+5.9%
Positions
210
Top 10 Concentration
27.2%
Latest Filing
Q3 2025
Top Holdings Allocation
DGRW
DGRW5.2%
VYM2.9%
VUG2.6%
DYNF2.4%
BRK/B2.3%
TFLO2.2%
FDL2.1%
IVV2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.7%
Technology8.0%
Financial7.5%
ETF2.4%
Consumer2.2%
Healthcare1.5%
Consumer Staples1.1%
Energy1.1%
🚪 Exited Positionssold since Q2 2025
+137 more exited positions
Changes from Q2 2025
NEW4 new positions
↑70 increased
↓120 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023