Question 1

What stocks does BEACON FINANCIAL STRATEGIES CORP hold in its portfolio?

Accepted Answer

BEACON FINANCIAL STRATEGIES CORP's top stock holdings include AMZN, VTI, DFAC 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 STRATEGIES CORP's largest stock holdings?

Accepted Answer

BEACON FINANCIAL STRATEGIES CORP's largest stock holdings as of their last filing include AMZN (valued at approximately $1.6 million), VTI (valued at approximately $36.4 million), DFAC (valued at approximately $35.0 million), LLY (valued at approximately $1.0 million), AAPL (valued at approximately $0.8 million).

Question 3

When was BEACON FINANCIAL STRATEGIES CORP's last SEC filing?

Accepted Answer

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

Question 4

What stocks has BEACON FINANCIAL STRATEGIES CORP recently bought or sold?

Accepted Answer

BEACON FINANCIAL STRATEGIES CORP'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 STRATEGIES CORP reported?

Accepted Answer

BEACON FINANCIAL STRATEGIES CORP'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 STRATEGIES CORP invest in?

Accepted Answer

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