Question 1

What stocks does BEACON FINANCIAL GROUP hold in its portfolio?

Accepted Answer

BEACON FINANCIAL GROUP's top stock holdings include BRKB, DGRW, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEACON FINANCIAL GROUP's largest stock holdings?

Accepted Answer

BEACON FINANCIAL GROUP's largest stock holdings as of their last filing include BRKB (valued at approximately $24.0 million), DGRW (valued at approximately $55.5 million), IVV (valued at approximately $48.4 million), NVDA (valued at approximately $18.5 million), AAPL (valued at approximately $13.2 million).

Question 3

When was BEACON FINANCIAL GROUP's last SEC filing?

Accepted Answer

BEACON FINANCIAL GROUP's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEACON FINANCIAL GROUP recently bought or sold?

Accepted Answer

BEACON FINANCIAL GROUP's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEACON FINANCIAL GROUP reported?

Accepted Answer

BEACON FINANCIAL GROUP's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BEACON FINANCIAL GROUP invest in?

Accepted Answer

BEACON FINANCIAL GROUP's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.