§ 13F · FUND PROFILE
BEACON FINANCIAL GROUP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $960.4T (13F)Positions · 338Turnover · — · Q3Filed · Oct 8, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 8, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 595K | $52.9T | 5.2% | — |
| 2 | VYM | VANGUARD WHITEHALL FDS | 210K | $29.5T | 2.9% | — |
| 3 | VUG | VANGUARD INDEX FDS | 54K | $26.1T | 2.6% | — |
| 4 | DYNF | BLACKROCK ETF TRUST | 405K | $24.0T | 2.4% | — |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 47K | $23.5T | 2.3% | — |
| 6 | TFLO | ISHARES TR | 433K | $21.9T | 2.2% | — |
| 7 | FDL | FIRST TR EXCHANGE-TRADED FD | 494K | $21.5T | 2.1% | — |
| 8 | IVV | ISHARES TR | 32K | $21.3T | 2.1% | — |
| 9 | BIL | SPDR SERIES TRUST | 228K | $20.9T | 2.1% | — |
| 10 | BIDD | BLACKROCK ETF TRUST | 723K | $20.2T | 2.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
BEACON FINANCIAL GROUP is a Other fund managing $960385.1 trillion in assets. The fund runs a broad portfolio of 338 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed