Beacon Financial Group - Q12026 Holdings

Beacon Financial Group holds 348 stocks with a total portfolio value of $ 1B as of Q12026. In Q12026, Beacon Financial Group added 19 new positions, increased stakes in 145 stocks, reduced 149 holdings, and fully exited 18 positions. The largest holding is Wisdomtree U.S. Quality Dividend Growth Fund (DGRW), representing 5.04% of the total portfolio.