Skip to Main Content

BEACON FINANCIAL GROUP - Portfolio Stock Holdings

BEACON FINANCIAL GROUP disclosed 390 stock positions in a recent SEC 13F filing. $1,099,886,540 of stock holdings were filed, with the largest holdings including DGRW, IVV, and VUG. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

390

Est. Stock Holding Value:

$1,099,886,540

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - BEACON FINANCIAL GROUP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...