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Portfolio (Quarterly) Guide ↗

Beacon Financial Strategies CORP

· CIK 0002084239
13F Portfolio $176M AUM 178 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 5 Added 13 Reduced 7 Exited
Page 1 of 9  ·  177 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 96,966.0 $31.1M 17.66% -3K -3.2% $320.81 +15.0%
2 DFAC DIMENSIONAL ETF TRUST 790,195.0 $30.7M 17.43% $38.86 +12.9%
3 VCSH VANGUARD SCOTTSDALE FDS 297,741.0 $23.6M 13.40% +9K +3.2% $79.27 -0.3%
4 VTV VANGUARD INDEX FDS 88,457.0 $17.4M 9.85% -5K -5.3% $196.20 +8.1%
5 VEA VANGUARD TAX-MANAGED FDS 234,141.0 $15.0M 8.52% +6K +2.4% $64.08 +11.9%
6 VB VANGUARD INDEX FDS 40,062.0 $10.5M 5.96% -1K -3.0% $261.92 +11.7%
7 VO VANGUARD INDEX FDS 35,594.0 $10.2M 5.80% $287.18 -72.6%
8 VXUS VANGUARD STAR FDS 129,308.0 $10.0M 5.66% +2K +1.4% $77.11 +11.6%
9 VGSH VANGUARD SCOTTSDALE FDS 138,179.0 $8.1M 4.59% +2K +1.5% $58.54 -0.5%
10 DFUS DIMENSIONAL ETF TRUST 22,239.0 $1.6M 0.90% $70.91 +15.2%
11 AMZN AMAZON COM INC Consumer Cyclical 6,660.0 $1.4M 0.79% $208.27 +26.9%
12 LLY ELI LILLY & CO Healthcare 801.0 $737K 0.42% $919.66 +16.6%
13 VV VANGUARD INDEX FDS 2,306.0 $689K 0.39% $298.85 +15.4%
14 AAPL APPLE INC Technology 2,516.0 $638K 0.36% $253.78 +21.5%
15 GSK GSK PLC Healthcare 11,358.0 $627K 0.36% $55.19 -6.5%
16 IBM INTERNATIONAL BUSINESS MACHS Technology 2,522.0 $611K 0.35% -338.0 -11.8% $242.39 +3.3%
17 IVV ISHARES TR 925.0 $604K 0.34% $652.96 +15.3%
18 VIG VANGUARD SPECIALIZED FUNDS 2,521.0 $542K 0.31% -47.0 -1.8% $215.08 +8.4%
19 IWD ISHARES TR 2,405.0 $514K 0.29% -51.0 -2.1% $213.71 +11.5%
20 MRK MERCK & CO INC Healthcare 3,794.0 $456K 0.26% $120.30 +0.1%
Page 1 of 9  ·  177 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 25.6%
Technology 20.3%
Consumer Cyclical 18.0%
Consumer Defensive 10.0%
Financial Services 7.1%
Communication Services 6.6%
Industrials 5.6%
Utilities 3.0%
Energy 2.1%
Real Estate 1.0%