StockDriftsStockDriftsTop 50 Beacon Financial Strategies CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.79% | 96.7K | $36.2M | -1.81%(-1.78K) | $219.90(+70.78%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 17.25% | 789.5K | $35.1M | -0.07%(-572) | $26.98(+66.31%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 12.45% | 327.7K | $25.3M | +8.36%(+25.27K) | $79.59(-2.75%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 9.31% | 87.6K | $18.9M | -2.71%(-2.44K) | $139.41(+59.40%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.78% | 253.0K | $17.9M | +7.57%(+17.80K) | $54.30(+27.74%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 5.71% | 40.8K | $11.6M | +0.44%(+180) | $217.48(+30.78%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 5.69% | 147.4K | $11.6M | +1.40%(+2.03K) | $58.05(+37.97%) | 2026-09-30 | |
| VXUS | VANGUARD STAR FDS | 5.63% | 134.8K | $11.5M | +3.33%(+4.35K) | $64.42(+29.29%) | 2026-09-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.36% | 154.1K | $8.9M | +9.35%(+13.17K) | $58.59(-1.63%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 0.91% | 22.2K | $1.8M | +0.00%(+0) | $47.12(+76.91%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.60% | +50.50% | +7.01% | +40.32% |
| Top 20 Holdings Unweighted | +15.24% | +53.05% | +7.24% | +41.85% |
Beacon Financial Strategies CORP reports $203.38M in US-listed equity holdings across 240 positions in its most recent 13F filing. Its largest disclosed positions are VTI (17.8%), DFAC (17.3%) and VCSH (12.4%). The top 20 holdings account for 91.95% of reported assets. Its disclosed equity book has returned +50.50% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beacon Financial Strategies CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2084239). View Beacon Financial Strategies CORP’s 13F filings on SEC