§ 13F · FUND PROFILE
Beacon Financial Strategies CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169M (13F)Positions · 41Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 97K | $31M | 17.7% | −3% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 790K | $31M | 17.4% | ±0% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 298K | $24M | 13.4% | +3% |
| 4 | VTV | VANGUARD INDEX FDS | 88K | $17M | 9.9% | −5% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 234K | $15M | 8.5% | +2% |
| 6 | VB | VANGUARD INDEX FDS | 40K | $10M | 6.0% | −3% |
| 7 | VO | VANGUARD INDEX FDS | 36K | $10M | 5.8% | ±0% |
| 8 | VXUS | VANGUARD STAR FDS | 129K | $10M | 5.7% | +1% |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 138K | $8M | 4.6% | +2% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 22K | $2M | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
Beacon Financial Strategies CORP is a Other fund managing $169 million in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed