Fund Holdings

BEACON FINANCIAL GROUP

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES CORE S&P 500 ETF39,78364,631+24,84825,986,79648,401,4634.40%+22,414,667
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
0231,926+231,926021,253,6551.93%+21,253,655
ISHARES LARGE CAP CORE ACTIVE ETF
ISHA LA CORE ETF
0296,571+296,571014,938,2901.36%+14,938,290
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
0271,272+271,272014,301,4521.30%+14,301,452
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
ISHA IN CTRY ETF
0376,017+376,017013,762,2221.25%+13,762,222
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
ST STR PR SP1500
0116,743+116,743010,599,0840.96%+10,599,084
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0179,197+179,19708,458,0870.77%+8,458,087
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
ISHA US THEM ETF
0169,820+169,82007,320,9350.67%+7,320,935
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF
ISHA SYST AL ETF
0237,043+237,04306,649,0580.60%+6,649,058
ISHARES FLEXIBLE INCOME ACTIVE ETF0115,932+115,93206,067,8810.55%+6,067,881
VANGUARD GROWTH INDEX FUND ETF SHARES59,931365,100+305,16926,177,04731,449,7302.86%+5,272,683
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND(WT)574,692580,499+5,80750,480,93055,507,3605.04%+5,026,430
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
053,773+53,77304,725,5710.43%+4,725,571
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
369,576377,715+8,13921,501,95425,688,3842.33%+4,186,430
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF124,398128,412+4,01417,718,04921,094,2321.92%+3,376,183
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
055,496+55,49602,947,4030.27%+2,947,403
NVIDIA CORP(NVDA)89,35592,580+3,22515,583,57318,524,4231.68%+2,940,850
TEXAS INSTRS INC(TXN)27,60827,111-4975,359,8208,080,9060.73%+2,721,086
ISHARES 0-3 MONTH TREASURY BOND ETF026,658+26,65802,683,6650.24%+2,683,665
APPLE INC(AAPL)43,31945,697+2,37810,993,89413,222,8091.20%+2,228,915
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
231,768222,060-9,70815,825,11818,000,1651.64%+2,175,047
MICRON TECHNOLOGY INC(MU)2,2042,522+318744,6222,911,2890.26%+2,166,667
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
039,564+39,56402,121,0430.19%+2,121,043
ALPHABET INC CLASS A(GOOG)21,29723,008+1,7116,124,2228,222,5050.75%+2,098,283
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
69,05583,819+14,7648,030,4509,814,4110.89%+1,783,961
ADVANCED MICRO DEVICES I(AMD)3,7534,293+540763,4732,493,6530.23%+1,730,180
BROADCOM INC(AVGO)21,19021,699+5096,558,4628,196,8210.74%+1,638,359
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
99,093129,670+30,5774,991,3156,547,0390.60%+1,555,724
ISHARES DYNAMIC SHORT-TERM ACTIVE ETF
DYNAMIC SHORT
015,408+15,40801,535,0040.14%+1,535,004
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES30,78330,529-2549,875,36911,297,0171.03%+1,421,648
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES175,685173,259-2,42626,018,97427,380,0722.49%+1,361,098
FIRST TRUST SMITH UNCONSTRAINED PLUS BOND ETF
SMIT UNCO BD ETF
054,474+54,47401,355,3160.12%+1,355,316
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
ST STR BL 12 ETF
012,709+12,70901,263,0200.11%+1,263,020
AMAZON.COM INC(AMZN)28,63830,133+1,4955,964,4717,181,9390.65%+1,217,468
JPMORGAN CHASE & CO(JPM)38,24838,027-22111,251,14312,447,3411.13%+1,196,198
LAM RESH CORP(LRCX)4,8645,124+2601,039,2672,220,2310.20%+1,180,964
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)7,5947,684+902,566,5493,669,8700.33%+1,103,321
INNOVATOR NASDAQ-100 MANAGED FLOOR ETF
NASDAQ 100
029,809+29,80901,087,4320.10%+1,087,432
LAMAR ADVERTISING CO NEW REIT(LAMR)42,80741,720-1,0875,421,9726,507,5220.59%+1,085,550
CISCO SYS INC(CSCO)29,82028,683-1,1372,313,7253,369,0550.31%+1,055,330
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
59,81080,246+20,4363,047,3244,096,5420.37%+1,049,218
ISHARES MBS ETF91,454102,913+11,4598,683,5219,727,3090.88%+1,043,788
EATON CORP PLC F(ETN)19,94419,177-7677,133,4138,171,6190.74%+1,038,206
BERKSHIRE HATHAWAY CLASS B47,99348,031+3822,998,24624,034,2322.18%+1,035,986
QUALCOMM INC(QCOM)24,42122,623-1,7983,144,9304,180,5360.38%+1,035,606
INTEL CORP(INTC)8,66810,026+1,358382,5211,399,9500.13%+1,017,429
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
FT VEST U.S
215,059225,812+10,7538,669,3619,672,6460.88%+1,003,285
ISHARES SECURITIZED INCOME ACTIVE ETF019,834+19,8340988,9390.09%+988,939
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES
TOTAL INT BD ETF
117,853135,978+18,1255,662,8596,585,3920.60%+922,533
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
40,11330,725-9,3889,626,71710,533,4570.96%+906,740
ALPHABET INC CLASS CLASS C(GOOG)16,16815,689-4794,637,9065,543,3840.50%+905,478
ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF
ISHARES US LARG
61,28182,531+21,2501,888,0752,792,0210.25%+903,946
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
ST PORT MARK ETF
016,767+16,7670868,1950.08%+868,195
ISHARES INFRASTRUCTURE ACTIVE ETF
ISHA INFR AC ETF
030,551+30,5510856,3450.08%+856,345
APPLIED MATLS INC1,9332,070+137660,6801,496,6100.14%+835,930
VISA INC CLASS A(V)22,50122,211-2906,800,6547,620,4910.69%+819,837
KLA CORP(KLAC)5175,149+4,632761,2361,553,5050.14%+792,269
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
414,431420,701+6,27019,490,69720,269,3901.84%+778,693
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
ST STR P500VAL
011,793+11,7930716,8960.07%+716,896
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
ISHA US AWAR ETF
08,711+8,7110698,2740.06%+698,274
ISHARES U.S. TECHNOLOGY ETF10,0799,927-1521,828,5322,503,8870.23%+675,355
FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
LTD DUR INVT ETF
035,213+35,2130663,9410.06%+663,941
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
7,80517,534+9,729433,3341,077,6400.10%+644,306
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
03,375+3,3750642,9960.06%+642,996
ISHARES SHORT DURATION BOND ACTIVE ETF
SHOR DURA BD ETF
012,321+12,3210624,1780.06%+624,178
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
FT VEST RIS
89,84998,952+9,1032,295,6522,909,1740.26%+613,522
ISHARES 10-20 YEAR TREASURY BOND ETF76,42082,784+6,3647,697,0488,307,4120.75%+610,364
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
319,532347,722+28,1907,320,4787,921,1070.72%+600,629
ARISTA NETWORKS INC(ANET)12,97512,835-1401,593,0712,180,4100.20%+587,339
RAYONIER INC REIT(RYN)026,124+26,1240555,9190.05%+555,919
SANDISK CORP(SNDK)0242+2420550,2430.05%+550,243
T. ROWE PRICE US EQUITY RESEARCH ETF
US EQUI RESH ETF
011,430+11,4300543,2860.05%+543,286
ISHARES 7-10 YEAR TREASURY BOND ETF05,587+5,5870528,3630.05%+528,363
NEXTERA ENERGY INC(NEE)11,37117,936+6,5651,056,0991,574,2780.14%+518,179
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
011,319+11,3190503,4580.05%+503,458
ANALOG DEVICES INC(ADI)7,8457,530-3152,495,8332,990,8230.27%+494,990
BANK OF AMERICA CORP48,94450,487+1,5432,386,0442,876,7290.26%+490,685
MARVELL TECHNOLOGY INC(MRVL)01,642+1,6420489,1350.04%+489,135
ISHARES ESG MSCI KLD 400 ETF03,392+3,3920482,9870.04%+482,987
ISHARES MSCI EUROPE FINANCIALS ETF011,865+11,8650462,6130.04%+462,613
BANK NEW YORK MELLON COR17,32417,351+272,055,1642,509,1140.23%+453,950
INVESCO S&P 500 PURE GROWTH ETF
S&P500 PUR GWT
27,98427,399-5851,307,9721,749,4260.16%+441,454
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
102,549128,904+26,3557,264,5367,696,8280.70%+432,292
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
08,721+8,7210429,7710.04%+429,771
ABBVIE INC(ABBV)10,61410,847+2332,308,4872,729,6480.25%+421,161
UNITEDHEALTH GROUP INC(UNH)2,5072,644+137678,3561,098,7960.10%+420,440
HONEYWELL INTL INC01,856+1,8560415,5580.04%+415,558
HONEYWELL AEROSPACE INC01,856+1,8560410,3240.04%+410,324
DELL TECHNOLOGIES INC CLASS C(DELL)0937+9370404,2780.04%+404,278
CATERPILLAR INC(CAT)923991+68653,9091,055,7760.10%+401,867
SHARES IBONDS DEC 2033 TERM CORPORATE ETF015,461+15,4610398,0430.04%+398,043
FIDELITY QUALITY FACTOR ETF139,768129,597-10,17110,147,13110,544,0960.96%+396,965
ISHARES EXPANDED TECH SECTOR ETF8,6708,594-761,027,4821,405,8070.13%+378,325
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES53,17653,108-683,407,5183,783,9450.34%+376,427
ISHARES MSCI USA MIN VOL FACTOR ETF
MSCI USA MIN ETF
03,813+3,8130367,8020.03%+367,802
MICROSOFT CORP(MSFT)20,15020,982+8327,458,9587,826,6810.71%+367,723
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
ST TERM HIGH ETF
014,656+14,6560366,8400.03%+366,840
WESTERN DIGITAL CORP(WDC)0571+5710364,7090.03%+364,709
SPACE EX TECH SPACEX CLASS A02,111+2,1110360,6850.03%+360,685
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
ST STR RATE ETF
011,462+11,4620353,5930.03%+353,593
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