Fund Holdings — BEACON FINANCIAL GROUP

Total Portfolio Value
$1.00B
Total Bought
$101.77M
Total Sold
$112.48M
Net Transaction
-$10.71M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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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
31,24269,055+37,8133,5968,0300.80%+4,434
ISHARES CORE S&P 500 ETF31,97539,783+7,80821,90125,9872.59%+4,086
ISHARES 0-3 MONTH TREASURY BOND ETF6,13142,094+35,9633534,2370.42%+3,884
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF12,47648,730+36,2541,2474,8820.49%+3,635
ISHARES CORE HIGH DIVIDEND ETF
CORE HIGH DV ETF
2,19426,771+24,5772673,6330.36%+3,367
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)10,99021,190+10,2003,8036,5580.65%+2,755
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
70,630102,549+31,9194,5767,2650.72%+2,688
VISA INC CLASS CLASS A(V)12,23422,501+10,2674,2916,8010.68%+2,510
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND491,244471,986-19,25821,78223,9772.39%+2,195
ISHARES 10-20 YEAR TREASURY BOND ETF58,40976,420+18,0115,9387,6970.77%+1,759
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF6,13180,196+74,0653531,7550.18%+1,402
PHILLIPS 66(PSX)26,88326,009-8743,4694,7380.47%+1,269
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF6,13174,055+67,9243531,5500.15%+1,197
NEXTERA ENERGY INC(NEE)011,371+11,37101,0560.11%+1,056
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF6,13153,380+47,2493531,3490.13%+996
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)196,241183,101-13,1405,3956,1390.61%+745
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF207,130204,727-2,4039,36410,0171.00%+653
CHEVRON CORP NEW(CVX)11,16011,256+961,7012,3290.23%+628
WALMART INC(WMT)44,11044,526+4164,9145,5340.55%+619
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES
TOTAL INT BD ETF
104,487117,853+13,3665,0495,6630.56%+614
ISHARES MBS ETF84,94891,454+6,5068,0898,6840.87%+595
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
48,67759,810+11,1332,4763,0470.30%+572
JOHNSON & JOHNSON(JNJ)16,80716,556-2513,4784,0470.40%+569
LOCKHEED MARTIN CORP(LMT)6,1625,787-3752,9813,4970.35%+517
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)25,13625,765+6291,8482,3290.23%+481
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
114,490110,052-4,4384,3364,8050.48%+469
EATON CORP PLC F(ETN)20,95319,944-1,0096,6747,1330.71%+460
CONOCOPHILLIPS(COP)11,17411,407+2331,0461,5060.15%+460
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
07,805+7,80504330.04%+433
TEXAS INSTRS INC(TXN)28,50827,608-9004,9465,3600.53%+414
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)6,3326,854+5226659910.10%+326
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
20,15437,811+17,6573816960.07%+315
ISHARES TR MSCI ACWIEX US04,568+4,56803130.03%+313
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF117,081124,398+7,31717,40917,7181.77%+309
DUKE ENERGY CORP NEW(DUK)37,65935,880-1,7794,4144,6980.47%+284
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
417,255414,431-2,82419,22719,4911.94%+264
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 INC12,86411,804-1,0603,1783,4290.34%+251
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)6,2156,065-1501,2881,4980.15%+210
THE COCA-COLA CO(KO)57,01454,835-2,1793,9864,1700.42%+184
COSTCO WHSL CORP NEW(COST)762843+816578400.08%+183
CORNING INC(GLW)3,2633,394+1312864610.05%+176
PEPSICO INC(PEP)11,85712,073+2161,7021,8750.19%+173
APPLIED MATLS INC1,9181,933+154936610.07%+168
INTUITIVE SURGICAL INC6,1311,113-5,0183535130.05%+160
KLA CORP(KLAC)503517+146117610.08%+150
AVANTIS US SMALL CAP VALUE ETF17,79517,782-131,8151,9640.20%+150
IDEX CORP(IEX)1,4052,051+6462503890.04%+139
CATERPILLAR INC(CAT)902923+215176540.07%+137
DEERE & CO(DE)1,2861,306+205997360.07%+137
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)106,38698,831-7,5552,6492,7750.28%+126
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
N Y REGISTRY SHS
324355+313474690.05%+122
HONEYWELL INTL INC(HON)3,9743,960-147758950.09%+120
PALO ALTO NETWORKS INC(PANW)1,1882,111+9232193380.03%+120
RTX CORP(RTX)9,2209,349+1291,6911,8030.18%+112
DIAMONDBACK ENERGY INC(FANG)2,5472,499-483834940.05%+111
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)7,3507,514+1642,4742,5790.26%+105
AMGEN INC(AMGN)9,4499,078-3713,0933,1940.32%+101
NETFLIX INC(NFLX)8,7259,557+8328189190.09%+101
MERCK & CO. INC.(MRK)6,3506,369+196687660.08%+98
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
BULSHS 2026 CB
117,112122,235+5,1232,2922,3870.24%+95
AT&T INC(T)15,86216,573+7113944800.05%+86
QNITY ELECTRONICS INC(Q)2,5272,530+32062920.03%+86
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND(WT)66,58464,234-2,3502,2272,3090.23%+81
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES53,34753,176-1713,3333,4080.34%+75
PHILIP MORRIS INTL INC(PM)14,51814,527+92,3292,4020.24%+73
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
12,04812,04808769480.09%+72
GE VERNOVA INC(GEV)308313+52012730.03%+72
SOUTHERN CO(SO)7,2537,273+206327020.07%+70
ISHARES EDGE MSCI INTL VALUE FACTOR ETF
MSCI INTL VLU FT
42,35442,35401,6121,6810.17%+69
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BEACON FINANCIAL GROUP — 13F Holdings — Q1 2026 | TickerTrail