Beacon Bank & Trust - Portfolio overview

Beacon Bank & Trust has 174 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 14.30%
2. VGSH - VANGUARD SCOTTSDALE FDS, 12.29%
3. IEFA - ISHARES TR, 11.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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