account_balance
Investment manager · 13F filer · SEC CIK 1831984
Beacon Bank & Trust
Reported value$516Mas of Sep 30, 2026
Positions154 10 new, 13 sold out
Top 10 weight49.2%SPY alone is 9%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
9.0%Trimmed −3%
VGSHVanguard Scottsdale FDS
7.2%
IEFAiShares Tr
6.8%
VGITVanguard Scottsdale FDS
4.3%Trimmed −10%
AAPLApple Inc.
4.3%Trimmed −3%
VYMVanguard Whitehall FDS
4.0%Added +10%
JPSTJ P Morgan Exchange Traded F
3.7%
NVDANVIDIA Corp
3.4%
GOOGLAlphabet Inc.
3.3%
MSFTMicrosoft Corp
3.3%Trimmed −5%
USMViShares Tr
2.9%
JPMJPMorgan Chase & Co
1.9%−3%
SPYSPDR S&P 500 ETF Trust
9.0%Trimmed −3%
VGSHVanguard Scottsdale FDS
7.2%
IEFAiShares Tr
6.8%
VGITVanguard Scottsdale FDS
4.3%−10%
AAPLApple Inc.
4.3%−3%
VYMVanguard Whitehall FDS
4.0%
JPSTJ P Morgan Exchange Traded F
3.7%
NVDANVIDIA Corp
3.4%
GOOGLAlphabet Inc.
3.3%
MSFT3.3%USMV2.9%
JPMBoxes 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
SPY SPDR S&P 500 ETF Trust 9.0% Trimmed −3%
VGSH Vanguard Scottsdale FDS 7.2% Held
IEFA iShares Tr 6.8% Held
VGIT Vanguard Scottsdale FDS 4.3% Trimmed −10%
AAPL Apple Inc. 4.3% Trimmed −3%VYM Vanguard Whitehall FDS 4.0% Added +10%
JPST J P Morgan Exchange Traded F 3.7% Held
NVDA NVIDIA Corp 3.4% HeldGOOGL Alphabet Inc. 3.3% HeldMSFT Microsoft Corp 3.3% Trimmed −5%USMV iShares Tr 2.9% Held
JPM JPMorgan Chase & Co 1.9% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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