BEACON FINANCIAL GROUP
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,100,328
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 377 | 1,100,328 | 13F-HR | BEACON FINANCIAL GROUP |
| Q1 2026 | 4/30/2026 | 348 | 1,002,561 | 13F-HR | BEACON FINANCIAL GROUP |
| Q4 2025 | 4/1/2026 | 347 | 1,005,577 | 13F-HR | BEACON FINANCIAL GROUP |
| Q2 2014 | 7/8/2014 | 157 | 452,403 | 13F-HR | BEACON FINANCIAL GROUP |
| Q1 2014 | 4/23/2014 | 166 | 486,324 | 13F-HR | BEACON FINANCIAL GROUP |
| Q4 2013 | 2/10/2014 | 179 | 519,746 | 13F-HR | BEACON FINANCIAL GROUP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 441.5 K | 40.8% | 40.34 K | 0 | 40.34 K |
| ETFs | 625.3 K | 57.9% | 60.72 K | 0 | 60.72 K |
| Debt | 13.9 K | 1.3% | 204 | 0 | 204 |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
1,100,328
Holdings
377
QoQ value change ($000)
97,767
(9.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.