BEACON FINANCIAL GROUP - Portfolio overview

BEACON FINANCIAL GROUP has 375 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DGRW - WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND, 4.94%
2. VUG - VANGUARD GROWTH INDEX FUND ETF SHARES, 2.56%
3. VYM - VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES, 2.55%

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

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