Institutional Fund
Beacon Financial Group
Dallas, TXCIK 15913795 filings on record
Portfolio Value
$1.00B
Q1 2026
Holdings
348
Reported positions
New Buys
19
Opened this quarter
QoQ Change
-0.3%
from $1.01B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr5.0%
- Vanguard Index Fds2.6%
- Vanguard Whitehall Fds2.6%
- Ishares Tr2.6%
- First Tr Exchange-Traded Fd2.4%
- Berkshire Hathaway Inc Del2.3%
- Other82.5%
Portfolio Holdings
348 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 574.7K | $50.48M | 5.0% | −3.4K | Reduced |
| 2 | Vanguard Index Fds | 59.9K | $26.18M | 2.6% | +4.0K | Added |
| 3 | Vanguard Whitehall Fds | 175.7K | $26.02M | 2.6% | −25.9K | Reduced |
| 4 | Ishares Tr | 39.8K | $25.99M | 2.6% | +7.8K | Added |
| 5 | First Tr Exchange-Traded Fd | 472.0K | $23.98M | 2.4% | −19.3K | Reduced |
| 6 | Berkshire Hathaway Inc Del | 48.0K | $23.00M | 2.3% | +752 | Added |
| 7 | Spdr Series Trust | 249.7K | $22.88M | 2.3% | −13.5K | Reduced |
| 8 | Vanguard Index Fds | 116.1K | $22.79M | 2.3% | −12.6K | Reduced |
| 9 | Ishares Tr | 449.8K | $22.77M | 2.3% | +3.6K | Added |
| 10 | Blackrock ETF Trust | 369.6K | $21.50M | 2.1% | −61.2K | Reduced |
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