Beacon Financial Strategies CORP
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 201,187
- 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 | 7/8/2026 | 209 | 201,187 | 13F-HR | Beacon Financial Strategies CORP |
| Q1 2026 | 4/8/2026 | 177 | 176,186 | 13F-HR | Beacon Financial Strategies CORP |
| Q4 2025 | 1/12/2026 | 183 | 179,150 | 13F-HR | Beacon Financial Strategies CORP |
| Q3 2025 | 10/6/2025 | 41 | 169,485 | 13F-HR | Beacon Financial Strategies CORP |
| Q2 2025 | 9/25/2025 | 38 | 159,146 | 13F-HR | Beacon Financial Strategies CORP |
| Q1 2025 | 9/25/2025 | 38 | 148,318 | 13F-HR | Beacon Financial Strategies CORP |
| Q4 2024 | 9/25/2025 | 35 | 149,686 | 13F-HR | Beacon Financial Strategies CORP |
| Q3 2024 | 9/25/2025 | 34 | 146,766 | 13F-HR | Beacon Financial Strategies CORP |
| Q2 2024 | 9/25/2025 | 34 | 138,953 | 13F-HR | Beacon Financial Strategies CORP |
| Q1 2024 | 9/25/2025 | 33 | 138,771 | 13F-HR | Beacon Financial Strategies CORP |
| Q4 2023 | 9/25/2025 | 34 | 128,570 | 13F-HR | Beacon Financial Strategies CORP |
| Q3 2023 | 9/25/2025 | 34 | 115,762 | 13F-HR | Beacon Financial Strategies CORP |
| Q2 2023 | 9/25/2025 | 37 | 122,056 | 13F-HR | Beacon Financial Strategies CORP |
| Q1 2023 | 9/25/2025 | 35 | 115,337 | 13F-HR | Beacon Financial Strategies CORP |
| Q4 2022 | 9/25/2025 | 35 | 110,313 | 13F-HR | Beacon Financial Strategies CORP |
| Q3 2022 | 9/25/2025 | 34 | 104,860 | 13F-HR | Beacon Financial Strategies CORP |
| Q2 2022 | 9/25/2025 | 33 | 107,364 | 13F-HR | Beacon Financial Strategies CORP |
| Q1 2022 | 9/25/2025 | 32 | 116,373 | 13F-HR | Beacon Financial Strategies CORP |
| Q4 2021 | 9/25/2025 | 34 | 117,473 | 13F-HR | Beacon Financial Strategies CORP |
| Q3 2021 | 9/25/2025 | 34 | 109,962 | 13F-HR | Beacon Financial Strategies CORP |
| Q2 2021 | 9/25/2025 | 32 | 117,199 | 13F-HR | Beacon Financial Strategies CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.51 K | 8.2% | 3.468 K | 0 | 3.468 K |
| ETFs | 184.6 K | 91.7% | 21.53 K | 0 | 21.53 K |
| Debt | 133 | 0.1% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
201,187
Holdings
209
QoQ value change ($000)
25,001
(14.2%)
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.