Beacon Financial Group - Q22026 Holdings

Beacon Financial Group holds 377 stocks with a total portfolio value of $ 1.1B as of Q22026. In Q22026, Beacon Financial Group added 41 new positions, increased stakes in 120 stocks, reduced 187 holdings, and fully exited 12 positions. The largest holding is Wisdomtree U.S. Quality Dividend Growth Fund (DGRW), representing 5.04% of the total portfolio.