Fund Holdings — BEACON FINANCIAL GROUP

Total Portfolio Value
$1.10B
Total Bought
$121.52M
Total Sold
$71.42M
Net Transaction
+$50.10M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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ISHARES CORE S&P 500 ETF39,78364,631+24,84825,98748,4014.40%+22,415
ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF
ISHA SYST AL ETF
0237,043+237,04306,6490.60%+6,649
ISHARES LARGE CAP CORE ACTIVE ETF
ISHA LA CORE ETF
214,494296,571+82,0778,80714,9381.36%+6,131
VANGUARD GROWTH INDEX FUND ETF SHARES59,931365,100+305,16926,17731,4502.86%+5,273
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND(WT)574,692580,499+5,80750,48155,5075.04%+5,026
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
369,576377,715+8,13921,50225,6882.33%+4,186
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
ISHA I IN TE ETF
316,823271,272-45,55110,43914,3011.30%+3,862
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF124,398128,412+4,01417,71821,0941.92%+3,376
NVIDIA CORP(NVDA)89,35592,580+3,22515,58418,5241.68%+2,941
TEXAS INSTRS INC(TXN)27,60827,111-4975,3608,0810.73%+2,721
ISHARES 0-3 MONTH TREASURY BOND ETF2,55626,658+24,1022872,6840.24%+2,397
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
ISHA IN CTRY ETF
357,683376,017+18,33411,50113,7621.25%+2,262
APPLE INC(AAPL)43,31945,697+2,37810,99413,2231.20%+2,229
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
RISNG DIVD ACHIV
231,768222,060-9,70815,82518,0001.64%+2,175
MICRON TECHNOLOGY INC(MU)2,2042,522+3187452,9110.26%+2,167
ALPHABET INC CLASS A(GOOG)21,29723,008+1,7116,1248,2230.75%+2,098
ALPHA ARCHITECT 1-3 MONTH BOX ETF
ALPHA ARCH 1-3
69,05583,819+14,7648,0309,8140.89%+1,784
ADVANCED MICRO DEVICES I(AMD)3,7534,293+5407632,4940.23%+1,730
BROADCOM INC(AVGO)21,19021,699+5096,5588,1970.74%+1,638
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
99,093129,670+30,5774,9916,5470.60%+1,556
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES30,78330,529-2549,87511,2971.03%+1,422
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF2,55675,967+73,4112871,6560.15%+1,370
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES175,685173,259-2,42626,01927,3802.49%+1,361
AMAZON.COM INC(AMZN)28,63830,133+1,4955,9647,1820.65%+1,217
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF2,55671,158+68,6022871,4830.13%+1,196
JPMORGAN CHASE & CO(JPM)38,24838,027-22111,25112,4471.13%+1,196
LAM RESH CORP(LRCX)4,8645,124+2601,0392,2200.20%+1,181
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)7,5947,684+902,5673,6700.33%+1,103
LAMAR ADVERTISING CO NEW REIT(LAMR)42,80741,720-1,0875,4226,5080.59%+1,086
CISCO SYS INC(CSCO)29,82028,683-1,1372,3143,3690.31%+1,055
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
59,81080,246+20,4363,0474,0970.37%+1,049
ISHARES MBS ETF91,454102,913+11,4598,6849,7270.88%+1,044
EATON CORP PLC F(ETN)19,94419,177-7677,1338,1720.74%+1,038
BERKSHIRE HATHAWAY CLASS B47,99348,031+3822,99824,0342.18%+1,036
QUALCOMM INC(QCOM)24,42122,623-1,7983,1454,1810.38%+1,036
INTEL CORP(INTC)8,66810,026+1,3583831,4000.13%+1,017
FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER
FT VEST U.S
215,059225,812+10,7538,6699,6730.88%+1,003
ISHARES SECURITIZED INCOME ACTIVE ETF019,834+19,83409890.09%+989
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF2,55650,126+47,5702871,2630.11%+976
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
49,26053,773+4,5133,7704,7260.43%+955
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES
TOTAL INT BD ETF
117,853135,978+18,1255,6636,5850.60%+923
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
40,11330,725-9,3889,62710,5330.96%+907
ALPHABET INC CLASS CLASS C(GOOG)16,16815,689-4794,6385,5430.50%+905
ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF
ISHARES US LARG
61,28182,531+21,2501,8882,7920.25%+904
ISHARES INFRASTRUCTURE ACTIVE ETF
ISHA INFR AC ETF
030,551+30,55108560.08%+856
APPLIED MATLS INC1,9332,070+1376611,4970.14%+836
VISA INC CLASS A(V)22,50122,211-2906,8017,6200.69%+820
KLA CORP(KLAC)5175,149+4,6327611,5540.14%+792
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
SHS
414,431420,701+6,27019,49120,2691.84%+779
ISHARES U.S. TECHNOLOGY ETF10,0799,927-1521,8292,5040.23%+675
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
NASDAQ EQT PREM
7,80517,534+9,7294331,0780.10%+644
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
FT VEST RIS
89,84998,952+9,1032,2962,9090.26%+614
ISHARES 10-20 YEAR TREASURY BOND ETF76,42082,784+6,3647,6978,3070.75%+610
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
319,532347,722+28,1907,3207,9210.72%+601
ISHARES FLEXIBLE INCOME ACTIVE ETF105,521115,932+10,4115,4806,0680.55%+588
ARISTA NETWORKS INC(ANET)12,97512,835-1401,5932,1800.20%+587
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
ST STR PR SP1500
126,650116,743-9,90710,01310,5990.96%+586
RAYONIER INC REIT(RYN)026,124+26,12405560.05%+556
SANDISK CORP(SNDK)0242+24205500.05%+550
ISHARES 7-10 YEAR TREASURY BOND ETF05,587+5,58705280.05%+528
NEXTERA ENERGY INC(NEE)11,37117,936+6,5651,0561,5740.14%+518
ANALOG DEVICES INC(ADI)7,8457,530-3152,4962,9910.27%+495
BANK OF AMERICA CORP48,94450,487+1,5432,3862,8770.26%+491
MARVELL TECHNOLOGY INC(MRVL)01,642+1,64204890.04%+489
ISHARES MSCI EUROPE FINANCIALS ETF011,865+11,86504630.04%+463
BANK NEW YORK MELLON COR17,32417,351+272,0552,5090.23%+454
INVESCO S&P 500 PURE GROWTH ETF
S&P500 PUR GWT
27,98427,399-5851,3081,7490.16%+441
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
102,549128,904+26,3557,2657,6970.70%+432
ABBVIE INC(ABBV)10,61410,847+2332,3082,7300.25%+421
UNITEDHEALTH GROUP INC(UNH)2,5072,644+1376781,0990.10%+420
HONEYWELL INTL INC01,856+1,85604160.04%+416
HONEYWELL AEROSPACE INC01,856+1,85604100.04%+410
DELL TECHNOLOGIES INC CLASS C(DELL)0937+93704040.04%+404
CATERPILLAR INC(CAT)923991+686541,0560.10%+402
SHARES IBONDS DEC 2033 TERM CORPORATE ETF015,461+15,46103980.04%+398
FIDELITY QUALITY FACTOR ETF139,768129,597-10,17110,14710,5440.96%+397
ISHARES EXPANDED TECH SECTOR ETF8,6708,594-761,0271,4060.13%+378
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES53,17653,108-683,4083,7840.34%+376
MICROSOFT CORP(MSFT)20,15020,982+8327,4597,8270.71%+368
WESTERN DIGITAL CORP(WDC)0571+57103650.03%+365
SPACE EX TECH SPACEX CLASS A02,111+2,11103610.03%+361
SEAGATE TECHNOLOGY H F
ORD SHS
0362+36203490.03%+349
TESLA INC(TSLA)3,7804,154+3741,4051,7470.16%+342
CROWDSTRIKE HLDGS INC CLASS CLASS A(CRWD)0437+43703330.03%+333
WISDOMTREE U.S. LARGECAP FUND(WT)37,95837,449-5092,5852,9130.26%+328
ISHARES ESG AWARE MSCI USA ETF
ESG AWR MSCI USA
14,82114,809-122,0962,4240.22%+328
UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS(UL)55,18857,733+2,5453,1443,4710.32%+327
ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS
N Y REGISTRY SHS
355395+404697860.07%+317
ISHARES S&P 100 ETF6,5066,504-22,0692,3800.22%+310
ELI LILLY AND CO(LLY)633740+1075838880.08%+305
AVANTIS US EQUITY ETF17,33617,338+21,9272,2210.20%+293
MARRIOTT INTL INC NEW CLASS CLASS A(MAR)0787+78702920.03%+292
PALO ALTO NETWORKS INC(PANW)2,1111,841-2703386280.06%+289
APPLOVIN CORP CLASS A(APP)1,7961,945+1497151,0020.09%+287
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
12,04811,995-539481,2270.11%+279
STATE STREET MY2029 CORPORATE BOND ETF
STATE STREET MY
011,097+11,09702750.02%+275
STATE STREET MY2030 CORPORATE BOND ETF
STATE STR MY2030
011,130+11,13002750.02%+275
SAP SE F SPONSORED ADR 1 ADR REPS 1 ORD SHS(SAP)01,781+1,78102740.02%+274
COREWEAVE INC CLASS A(CRWV)02,731+2,73102720.02%+272
HUT 8 CORP(HUT)02,348+2,34802710.02%+271
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BEACON FINANCIAL GROUP — 13F Holdings — Q2 2026 | TickerTrail