Beacon Financial Strategies CORP — 13F Holdings & Portfolio

CIK 2084239 · latest 13F-HR filed 2026-04-08

Beacon Financial Strategies CORP manages $176.2M in 13F-reported U.S. long-equity assets across 178 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VTI (17.66%), DFAC (17.43%), VCSH (13.40%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 7, added to 49, and trimmed 70.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$176.2M

Long-equity book

Holdings

178

Distinct positions

Period

2026-03-31

Filed 2026-04-08

Q/Q Activity

+1 / −7 / ↑49 / ↓70

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD TAX-MANAGED FDS$724.3K +5.1%
  • DIMENSIONAL ETF TRUST$75.3K +27.3%
  • GSK PLC$69.9K +12.5%
  • JOHNSON & JOHNSON$62.0K +18.1%
  • MERCK & CO INC$57.2K +14.3%
Show all 49

Top Trims

  • VANGUARD INDEX FDS-$2.5M -7.3%
  • INTERNATIONAL BUSINESS MACHS-$235.9K -27.8%
  • AMAZON COM INC-$150.2K -9.8%
  • ELI LILLY & CO-$124.1K -14.4%
  • MICROSOFT CORP-$105.0K -23.6%
Show all 70

New Positions

  • FS SPECIALTY LENDING FD$3.4K
Show all 1

Exited Positions

  • SCHWAB STRATEGIC TR$64.3K
  • VANGUARD WORLD FD$17.6K
  • FIRST TR EXCHANGE TRADED FD$17.1K
  • VERIZON COMMUNICATIONS INC$11.3K
  • VANGUARD INDEX FDS$7.5K
Show all 7
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $31.1M 17.66% 96,966 SH
2 DIMENSIONAL ETF TRUST DFAC 25434V708 $30.7M 17.43% 790,195 SH
3 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $23.6M 13.40% 297,741 SH
4 VANGUARD INDEX FDS VTV 922908744 $17.4M 9.85% 88,457 SH
5 VANGUARD TAX-MANAGED FDS VEA 921943858 $15.0M 8.52% 234,141 SH
6 VANGUARD INDEX FDS VB 922908751 $10.5M 5.96% 40,062 SH
7 VANGUARD INDEX FDS VO 922908629 $10.2M 5.80% 35,594 SH
8 VANGUARD STAR FDS VXUS 921909768 $10.0M 5.66% 129,308 SH
9 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $8.1M 4.59% 138,179 SH
10 DIMENSIONAL ETF TRUST DFUS 25434V401 $1.6M 0.90% 22,239 SH
11 AMAZON COM INC AMZN 023135106 $1.4M 0.79% 6,660 SH
12 ELI LILLY & CO LLY 532457108 $736.6K 0.42% 801 SH
13 VANGUARD INDEX FDS VV 922908637 $689.1K 0.39% 2,306 SH
14 APPLE INC AAPL 037833100 $638.5K 0.36% 2,516 SH
15 GSK PLC GSK 37733W204 $626.8K 0.36% 11,358 SH
16 INTERNATIONAL BUSINESS MACHS IBM 459200101 $611.3K 0.35% 2,522 SH
17 ISHARES TR IVV 464287200 $604.0K 0.34% 925 SH
18 VANGUARD SPECIALIZED FUNDS VIG 921908844 $542.2K 0.31% 2,521 SH
19 ISHARES TR IWD 464287598 $514.0K 0.29% 2,405 SH
20 MERCK & CO INC MRK 58933Y105 $456.4K 0.26% 3,794 SH
21 ALPHABET INC GOOGL 02079K305 $414.5K 0.24% 1,441 SH
22 TEXAS INSTRS INC TXN 882508104 $412.5K 0.23% 2,125 SH
23 JOHNSON & JOHNSON JNJ 478160104 $404.5K 0.23% 1,655 SH
24 ISHARES TR ISHG 464288125 $357.6K 0.20% 4,820 SH
25 DIMENSIONAL ETF TRUST DFCF 25434V872 $350.7K 0.20% 8,306 SH
26 HOME DEPOT INC HD 437076102 $342.4K 0.19% 1,041 SH
27 MICROSOFT CORP MSFT 594918104 $339.4K 0.19% 917 SH
28 DIMENSIONAL ETF TRUST DFAI 25434V203 $322.9K 0.18% 8,289 SH
29 COCA COLA CO KO 191216100 $318.0K 0.18% 4,181 SH
30 VANGUARD INDEX FDS VUG 922908736 $304.3K 0.17% 697 SH
31 COSTCO WHOLESALE CORPORATION COST 22160K105 $275.0K 0.16% 276 SH
32 PAYCHEX INC PAYX 704326107 $272.5K 0.15% 2,958 SH
33 JPMORGAN CHASE & CO JPM 46625H100 $252.6K 0.14% 859 SH
34 ALPHABET INC GOOG 02079K107 $252.4K 0.14% 880 SH
35 MCDONALDS CORP MCD 580135101 $241.3K 0.14% 776 SH
36 CISCO SYS INC CSCO 17275R102 $233.4K 0.13% 3,008 SH
37 PROCTER & GAMBLE CO PG 742718109 $220.6K 0.13% 1,528 SH
38 NVIDIA CORPORATION NVDA 67066G104 $218.0K 0.12% 1,250 SH
39 PFIZER INC PFE 717081103 $216.6K 0.12% 7,714 SH
40 VANGUARD INTL EQUITY INDEX F VT 922042742 $194.5K 0.11% 1,406 SH
41 DUKE ENERGY CORP NEW DUK 26441C204 $183.6K 0.10% 1,402 SH
42 SCHWAB STRATEGIC TR SCHG 808524300 $180.2K 0.10% 6,187 SH
43 DIMENSIONAL ETF TRUST DFAU 25434V104 $175.5K 0.10% 3,891 SH
44 ABBVIE INC ABBV 00287Y109 $172.0K 0.10% 791 SH
45 KROGER CO KR 501044101 $161.7K 0.09% 2,234 SH
46 HALEON PLC HLN 405552100 $143.7K 0.08% 14,360 SH
47 ROYAL BK CDA RY 780087102 $139.3K 0.08% 861 SH
48 ISHARES TR IWM 464287655 $136.0K 0.08% 548 SH
49 VANGUARD BD INDEX FDS BSV 921937827 $133.6K 0.08% 1,704 SH
50 HUMANA INC HUM 444859102 $127.6K 0.07% 736 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-08 $176.2M 178 0001214659-26-004434
2025-12-31 2026-01-12 $179.2M 184 0001214659-26-000337