BEACON FINANCIAL GROUP — 13F holdings

BEACON FINANCIAL GROUP reported 385 holdings worth $1.11B in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. DGRW WISDOMTREE TR — $56.2M (5.1%)
  2. IVV ISHARES TR — $51.4M (4.6%)
  3. VUG VANGUARD INDEX FDS — $33.1M (3.0%)
  4. CORO BLACKROCK ETF TRUST — $27.9M (2.5%)
  5. VYM VANGUARD WHITEHALL FDS — $26.4M (2.4%)
  6. DYNF BLACKROCK ETF TRUST — $25.7M (2.3%)
  7. FDL FIRST TR EXCHANGE-TRADED FD — $23.6M (2.1%)
  8. BRK.B BERKSHIRE HATHAWAY INC DEL — $23.0M (2.1%)
  9. NVDA NVIDIA CORPORATION — $22.3M (2.0%)
  10. ITOT ISHARES TR — $21.0M (1.9%)