Beacon Financial Group - Q42025 Holdings

Beacon Financial Group holds 347 stocks with a total portfolio value of $ 1.01B as of Q42025. In Q42025, Beacon Financial Group added 15 new positions, increased stakes in 127 stocks, reduced 165 holdings, and fully exited 14 positions. The largest holding is Wisdomtree Us Qlt Div Grw Etf (DGRW), representing 5.14% of the total portfolio.