Fund HoldingsBEACON FINANCIAL GROUP

Total Portfolio Value
$1.00B
Total Bought
$96.26M
Total Sold
$113.06M
Net Transaction
-$16.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
ISHA IN CTRY ETF
0357,683+357,683011,5011.15%+11,501
ISHARES LARGE CAP CORE ACTIVE ETF
ISHA LA CORE ETF
0214,494+214,49408,8070.88%+8,807
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
0319,532+319,53207,3200.73%+7,320
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
ULTRA SHORT DUR
0140,119+140,11907,0930.71%+7,093
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
099,093+99,09304,9910.50%+4,991
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
069,055+69,05508,0300.80%+8,030
ISHARES CORE S&P 500 ETF31,97539,783+7,80821,90125,9872.59%+4,086
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF048,730+48,73004,8820.49%+4,882
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
026,771+26,77103,6330.36%+3,633
EXXON MOBIL CORP75,42873,227-2,2019,07712,4241.24%+3,347
CHUBB LTD F
COM
010,151+10,15103,3090.33%+3,309
ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF
DYNAMIC SHORT
028,814+28,81402,8660.29%+2,866
BROADCOM INC(AVGO)021,190+21,19006,5580.65%+6,558
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
70,630102,549+31,9194,5767,2650.72%+2,688
VISA INC CLASS CLASS A(V)022,501+22,50106,8010.68%+6,801
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND491,244471,986-19,25821,78223,9772.39%+2,195
ISHARES 10-20 YEAR TREASURY BOND ETF076,420+76,42007,6970.77%+7,697
PHILLIPS 66(PSX)026,009+26,00904,7380.47%+4,738
NEXTERA ENERGY INC(NEE)011,371+11,37101,0560.11%+1,056
ISHARES 0-3 MONTH TREASURY BOND ETF32,96142,094+9,1333,3094,2370.42%+929
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
017,236+17,23608090.08%+809
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
59,65256,415-3,2372,6673,4560.34%+789
DARLING INGREDIENTS INC(DAR)29,26929,26901,0541,8100.18%+757
KINDER MORGAN INC DEL(KMI)0183,101+183,10106,1390.61%+6,139
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF207,130204,727-2,4039,36410,0171.00%+653
CHEVRON CORP NEW(CVX)011,256+11,25602,3290.23%+2,329
WALMART INC(WMT)44,11044,526+4164,9145,5340.55%+619
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES
TOTAL INT BD ETF
0117,853+117,85305,6630.56%+5,663
ISHARES MBS ETF84,94891,454+6,5068,0898,6840.87%+595
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
059,810+59,81003,0470.30%+3,047
JOHNSON & JOHNSON(JNJ)16,80716,556-2513,4784,0470.40%+569
LOCKHEED MARTIN CORP(LMT)05,787+5,78703,4970.35%+3,497
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
297,988316,823+18,8359,92310,4391.04%+516
FIFTH THIRD BANCORP(FITB)010,870+10,87005050.05%+505
ALPHABET INC CLASS CLASS C(GOOG)13,19916,168+2,9694,1424,6380.46%+496
ONEOK INC NEW(OKE)025,765+25,76502,3290.23%+2,329
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
FT VEST RIS
69,52389,849+20,3261,8242,2960.23%+471
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
NO AMER ENERGY
0110,052+110,05204,8050.48%+4,805
EATON CORP PLC F(ETN)019,944+19,94407,1330.71%+7,133
CONOCOPHILLIPS(COP)011,407+11,40701,5060.15%+1,506
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
07,805+7,80504330.04%+433
TEXAS INSTRS INC(TXN)027,608+27,60805,3600.53%+5,360
ANALOG DEVICES INC(ADI)7,7367,845+1092,0982,4960.25%+398
NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS(NVS)20,25320,498+2452,7923,1310.31%+339
EOG RES INC(EOG)06,854+6,85409910.10%+991
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)7,4077,594+1872,2512,5670.26%+315
GLOBAL X U.S. PREFERRED ETF
US PFD ETF
037,811+37,81106960.07%+696
ISHARES TR MSCI ACWIEX US04,568+4,56803130.03%+313
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF0124,398+124,398017,7181.77%+17,718
DUKE ENERGY CORP NEW(DUK)035,880+35,88004,6980.47%+4,698
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
0414,431+414,431019,4911.94%+19,491
ISHARES TREASURY FLOATING RATE BOND ETF
TRS FLT RT BD
446,163449,808+3,64522,51322,7742.27%+260
VALERO ENERGY CORP NEW(VLO)01,033+1,03302550.03%+255
AIR PRODS & CHEMS INC011,804+11,80403,4290.34%+3,429
FEDEX CORP(FDX)0690+69002460.02%+246
PROSHARES ULTRASHORT S& P500
ULTRASHRT S&P500
03,200+3,20002410.02%+241
ISHARES FLEXIBLE INCOME ACTIVE ETF99,393105,521+6,1285,2455,4800.55%+235
MARATHON PETE CORP(MPC)0937+93702290.02%+229
ENTERPRISE PRODS PART LP(EPD)06,005+6,00502270.02%+227
QUANTA SVCS INC0393+39302160.02%+216
MODINE MFG CO(MOD)0983+98302130.02%+213
MCDONALDS CORP(MCD)0680+68002110.02%+211
FRANCO NEV CORP F(FNV)06,065+6,06501,4980.15%+1,498
THE COCA-COLA CO(KO)054,835+54,83504,1700.42%+4,170
COSTCO WHSL CORP NEW(COST)0843+84308400.08%+840
CORNING INC(GLW)03,394+3,39404610.05%+461
PEPSICO INC(PEP)012,073+12,07301,8750.19%+1,875
APPLIED MATLS INC1,9181,933+154936610.07%+168
KLA CORP(KLAC)0517+51707610.08%+761
AVANTIS US SMALL CAP VALUE ETF17,79517,782-131,8151,9640.20%+150
IDEX CORP(IEX)02,051+2,05103890.04%+389
CATERPILLAR INC(CAT)902923+215176540.07%+137
DEERE & CO(DE)01,306+1,30607360.07%+736
MCKESSON CORP(MCK)5,4295,300-1294,4544,5870.46%+133
LAM RESH CORP(LRCX)5,3054,864-4419081,0390.10%+131
PFIZER INC(PFE)098,831+98,83102,7750.28%+2,775
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
N Y REGISTRY SHS
0355+35504690.05%+469
HONEYWELL INTL INC(HON)03,960+3,96008950.09%+895
PALO ALTO NETWORKS INC(PANW)02,111+2,11103380.03%+338
RTX CORP(RTX)9,2209,349+1291,6911,8030.18%+112
DIAMONDBACK ENERGY INC(FANG)02,499+2,49904940.05%+494
MICRON TECHNOLOGY INC(MU)2,2332,204-296377450.07%+107
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
13,99015,024+1,0341,3881,4940.15%+106
GENERAL DYNAMICS CORP(GD)07,514+7,51402,5790.26%+2,579
AMGEN INC(AMGN)9,4499,078-3713,0933,1940.32%+101
NETFLIX INC(NFLX)09,557+9,55709190.09%+919
MERCK & CO. INC.(MRK)6,3506,369+196687660.08%+98
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
BULSHS 2026 CB
0122,235+122,23502,3870.24%+2,387
AT&T INC(T)016,573+16,57304800.05%+480
QNITY ELECTRONICS INC(Q)2,5272,530+32062920.03%+86
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)064,234+64,23402,3090.23%+2,309
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES053,176+53,17603,4080.34%+3,408
PHILIP MORRIS INTL INC(PM)014,527+14,52702,4020.24%+2,402
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
012,048+12,04809480.09%+948
GE VERNOVA INC(GEV)308313+52012730.03%+72
SOUTHERN CO(SO)07,273+7,27307020.07%+702
ISHARES EDGE MSCI INTL VALUE FACTOR ETF
MSCI INTL VLU FT
042,354+42,35401,6810.17%+1,681
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
38,20140,113+1,9129,5629,6270.96%+65
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF50,32553,380+3,0551,2851,3490.13%+64
BANK NEW YORK MELLON COR017,324+17,32402,0550.20%+2,055
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