Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beacon Financial Strategies CORP (CIK 2084239) reported $176.2M across 175 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($31.1M, 17.66%), DFAC ($30.7M, 17.43%), VCSH ($23.6M, 13.40%), VTV ($17.4M, 9.85%), VEA ($15.0M, 8.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $31.1M | 17.66% | 96,966 | Trimmed |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $30.7M | 17.43% | 790,195 | Hold |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $23.6M | 13.40% | 297,741 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $17.4M | 9.85% | 88,457 | Trimmed |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $15.0M | 8.52% | 234,141 | Added |
| 6 | VB | VANGUARD INDEX FDS | $10.5M | 5.96% | 40,062 | Trimmed |
| 7 | VO | VANGUARD INDEX FDS | $10.2M | 5.80% | 35,594 | Added |
| 8 | VXUS | VANGUARD STAR FDS | $10.0M | 5.66% | 129,308 | Added |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $8.1M | 4.59% | 138,179 | Added |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $1.6M | 0.90% | 22,239 | Hold |
| 11 | AMZN | AMAZON COM INC | $1.4M | 0.79% | 6,660 | Hold |
| 12 | LLY | ELI LILLY & CO | $736,648 | 0.42% | 801 | Hold |
| 13 | VV | VANGUARD INDEX FDS | $689,149 | 0.39% | 2,306 | Hold |
| 14 | GSK | GSK PLC | $626,849 | 0.36% | 11,358 | Hold |
| 15 | AAPL | APPLE INC | $638,499 | 0.36% | 2,516 | Trimmed |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $611,308 | 0.35% | 2,522 | Trimmed |
| 17 | IVV | ISHARES TR | $603,990 | 0.34% | 925 | Hold |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $542,211 | 0.31% | 2,521 | Trimmed |
| 19 | IWD | ISHARES TR | $513,961 | 0.29% | 2,405 | Trimmed |
| 20 | MRK | MERCK & CO INC | $456,402 | 0.26% | 3,794 | Added |
| 21 | GOOGL | ALPHABET INC | $414,518 | 0.24% | 1,441 | Hold |
| 22 | JNJ | JOHNSON & JOHNSON | $404,480 | 0.23% | 1,655 | Hold |
| 23 | TXN | TEXAS INSTRS INC | $412,548 | 0.23% | 2,125 | Hold |
| 24 | ISHG | ISHARES TR | $357,568 | 0.20% | 4,820 | Hold |
| 25 | DFCF | DIMENSIONAL ETF TRUST | $350,680 | 0.20% | 8,306 | Added |
Source: SEC Form 13F filings · as of 2026-03-31