Data as of Q4 2025 (Dec 31, 2025)

Beacon Financial Strategies CORP

•CIK: 2084239•Filing: Q4 2025

**Beacon Financial Strategies CORP** manages $179M across a diversified portfolio of 182 positions. The strategy exhibits a significant domestic tilt, with VTI anchoring the top holding at $33.6M, closely followed by DFAC at $31.3M. Notable allocations include substantial exposure to sector-specific themes via VCSH ($23.0M) and VTV ($17.8M). The remaining portfolio balances U.S. market breadth with international and fixed-income exposure, including VEA ($14.3M) and VXUS ($9.6M).

Total AUM
$179.2M
QoQ Performance
+5.7%
Positions
151
Top 10 Concentration
89.4%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
DFAC
VCSH
VTV
VEA
VB
VO
VXUS
VTI18.7%
DFAC17.5%
VCSH12.8%
VTV10.0%
VEA8.0%
VB5.9%
VO5.8%
VXUS5.4%

📈 Biggest Buys

IBM
INTERNATIONAL BUSINESS MACHS
+52.9%
0.5% of portfolio
VCSH
VANGUARD SCOTTSDALE FDS
+1.2%
12.8% of portfolio
VT
VANGUARD INTL EQUITY INDEX F
NEW
0.1% of portfolio
HUM
HUMANA INC
NEW
0.1% of portfolio
DFAU
DIMENSIONAL ETF TRUST
NEW
0.1% of portfolio

📉 Biggest Sells

TXN
TEXAS INSTRS INC
-12.4%
0.2% of portfolio
VTI
VANGUARD INDEX FDS
-0.1%
18.7% of portfolio
VTV
VANGUARD INDEX FDS
-0.1%
10.0% of portfolio
GSK
GSK PLC
-2.9%
0.3% of portfolio
VUG
VANGUARD INDEX FDS
-4.5%
0.2% of portfolio

Sector Breakdown

Other93.7%
Technology2.1%
Consumer1.4%
Healthcare1.3%
ETF0.4%
Financial0.3%
Consumer Staples0.3%
Industrial0.1%

Changes from Q3 2025

NEW141 new positions
↑12 increased
↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

VTI18.7%
VANGUARD INDEX FDS
$33.6M
DFAC17.5%
DIMENSIONAL ETF TRUST
$31.3M
VCSH12.8%
VANGUARD SCOTTSDALE FDS
$23.0M
VTV10.0%
VANGUARD INDEX FDS
$17.8M
VEA8.0%
VANGUARD TAX-MANAGED FDS
$14.3M

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