BEACON FINANCIAL GROUP
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,002,561
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 401.1 K | 41.0% | 62.38 K | 0 | 62.38 K |
| ETFs | 564.6 K | 57.6% | 0 | 61.96 K | -61.96 K |
| Debt | 13.7 K | 1.4% | 639 | 0 | 639 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
1,002,561
Holdings
348
QoQ value change ($000)
-3,016
(-0.3%)
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.