§ 13F · FUND PROFILE
Beacon Financial Strategies CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $146.8T (13F)Positions · 34Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 100K | $33.6T | 18.7% | ±0% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 790K | $31.3T | 17.5% | ±0% |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | 289K | $23.0T | 12.8% | +1% |
| 4 | VTV | VANGUARD INDEX FDS | 93K | $17.8T | 10.0% | ±0% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 229K | $14.3T | 8.0% | +1% |
| 6 | VB | VANGUARD INDEX FDS | 41K | $10.7T | 5.9% | ±0% |
| 7 | VO | VANGUARD INDEX FDS | 36K | $10.3T | 5.8% | +1% |
| 8 | VXUS | VANGUARD STAR FDS | 127K | $9.6T | 5.4% | +1% |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 136K | $8.0T | 4.5% | +1% |
| 10 | DFUS | DIMENSIONAL ETF TRUST | 22K | $1.6T | 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 $146766.3 trillion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
21 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed