§ 13F · FUND PROFILE
Beacon Financial Strategies CORP.
AUM · $201M (13F)Positions · 210Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 98K | $36M | 18.1% | +2% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 790K | $35M | 17.4% | ±0% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 302K | $24M | 11.9% | +2% |
| 4 | VTV | VANGUARD INDEX FDS | 90K | $20M | 9.8% | +2% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 235K | $17M | 8.3% | ±0% |
| 6 | VB | VANGUARD INDEX FDS | 41K | $12M | 6.1% | +1% |
| 7 | VO | VANGUARD INDEX FDS | 145K | $12M | 5.8% | +309% |
| 8 | VXUS | VANGUARD STAR FDS | 130K | $11M | 5.5% | +1% |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 141K | $8M | 4.1% | +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 $201 million in assets. The fund runs a broad portfolio of 210 positions.
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