account_balance
Investment manager · 13F filer · SEC CIK 1591379
Beacon Financial Group
Reported value$1.11Bas of Sep 30, 2026
Positions385 25 new, 17 sold out
Top 10 weight28.0%DGRW alone is 5%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DGRWWisdomtree U.S. Quality Dividend Growth Fund
5.1%
IVViShares Core S&P 500 ETF
4.6%Added +4%
VUGVanguard Morningstar Growth ETF
3.0%
COROiShares International Country Rotation Active ETF
2.5%Added +104%
VYMVanguard High Dividend Yield Index Fund ETF Shares
2.4%
DYNFiShares U.S. Equity Factor Rotation Active ETF
2.3%
FDLFirst Trust Morningstar Dividend Leaders Index Fund
2.1%
BRK-BBerkshire Hathaway Inc
2.1%Trimmed −4%
NVDANVIDIA Corp
2.0%Added +6%
ITOTiShares Core S&P Total U.S. Stock Market ETF
1.9%
VTVVanguard Morningstar Value ETF
1.9%−3%
FVDFirst Trust Value Line Dividend Index Fund
1.8%+3%
DGRWWisdomtree U.S. Quality Dividend Growth Fund
5.1%
IVViShares Core S&P 500 ETF
4.6%Added +4%
VUGVanguard Morningstar Growth ETF
3.0%
COROiShares International Country Rotation Active ETF
2.5%+104%
VYMVanguard High Dividend Yield Index Fund ETF Shares
2.4%
DYNFiShares U.S. Equity Factor Rotation Active ETF
2.3%
FDLFirst Trust Morningstar Dividend Leaders Index Fund
2.1%
BRK-BBerkshire Hathaway Inc
2.1%
NVDANVIDIA Corp
2.0%
ITOT1.9%
VTV1.9%
FVD1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DGRW Wisdomtree U.S. Quality Dividend Growth Fund 5.1% Held
IVV iShares Core S&P 500 ETF 4.6% Added +4%
VUG Vanguard Morningstar Growth ETF 3.0% Held
CORO iShares International Country Rotation Active ETF 2.5% Added +104%
VYM Vanguard High Dividend Yield Index Fund ETF Shares 2.4% Held
DYNF iShares U.S. Equity Factor Rotation Active ETF 2.3% Held
FDL First Trust Morningstar Dividend Leaders Index Fund 2.1% Held
BRK-B Berkshire Hathaway Inc 2.1% Trimmed −4%NVDA NVIDIA Corp 2.0% Added +6%ITOT iShares Core S&P Total U.S. Stock Market ETF 1.9% Held
VTV Vanguard Morningstar Value ETF 1.9% Trimmed −3%
FVD First Trust Value Line Dividend Index Fund 1.8% Added +3%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- MYCN $533K
- VTEB $523K
- JMUB $475K
- HYD $472K
arrow_upwardAdded
- AGGY +1032%
- CORO +104%
- BNDX +61%
- BLCR +37%
arrow_downwardTrimmed
- FNDF −51%
- VWO −29%
- BAI −17%
- BIL −12%
remove_circleSold out
- FSIG $664K
- SDS $495K
- GNMA $453K
- HON $416K
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