Notify me when Beacon Financial Strategies CORP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 183 | $179,122,503 | +$6,396,952 | -$235,004 | +$6,161,948 | VTI, DFAC, VCSH, VTV, VEA | 13F-HR | 12 Jan 2026, 09:57 |
| Q3 2025 | 41 | $169,484,618 | +$8,836,665 | -$7,132,501 | +$1,704,164 | VTI, DFAC, VCSH, VTV, VEA | 13F-HR | 06 Oct 2025, 15:43 |
| Q2 2025 | 38 | $159,146,410 | +$1,660,197 | -$673,056 | +$987,141 | VTI, DFAC, VCSH, VTV, VO | 13F-HR | 25 Sep 2025, 14:27 |
| Q1 2025 | 38 | $148,318,099 | +$2,679,703 | -$1,282,663 | +$1,397,040 | VTI, DFAC, VCSH, VTV, VO | 13F-HR | 25 Sep 2025, 14:27 |
| Q4 2024 | 35 | $149,685,832 | +$4,400,706 | -$321,193 | +$4,079,513 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q3 2024 | 34 | $146,766,346 | +$1,571,841 | -$2,140,406 | -$568,565 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q2 2024 | 34 | $138,953,042 | +$1,278,878 | -$1,620,882 | -$342,004 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q1 2024 | 33 | $138,770,773 | +$2,150,589 | -$578,923 | +$1,571,666 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q4 2023 | 34 | $128,569,901 | +$2,792,896 | -$542,927 | +$2,249,969 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q3 2023 | 34 | $115,761,660 | +$6,153,963 | -$8,501,680 | -$2,347,717 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q2 2023 | 37 | $122,055,863 | +$1,911,075 | -$264,733 | +$1,646,342 | VTI, DFAC, VTV, VCSH, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q1 2023 | 35 | $115,336,856 | +$1,308,118 | -$465,137 | +$842,981 | VTI, DFAC, VTV, VCSH, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q4 2022 | 35 | $110,312,787 | +$1,536,597 | -$3,510,838 | -$1,974,241 | VTI, DFAC, VTV, VCSH, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q3 2022 | 34 | $104,859,920 | +$3,094,845 | -$149,609 | +$2,945,236 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q2 2022 | 33 | $107,363,657 | +$13,415,022 | -$6,723,836 | +$6,691,186 | VTI, DFAC, VCSH, VTV, VB | 13F-HR | 25 Sep 2025, 14:27 |
| Q1 2022 | 32 | $116,373,468 | +$5,032,071 | -$691,991 | +$4,340,080 | DFAC, VTI, VCSH, VTV, BND | 13F-HR | 25 Sep 2025, 14:27 |
| Q4 2021 | 34 | $117,473,030 | +$1,433,472 | -$460,664 | +$972,808 | DFAC, VTI, VCSH, VTV, BND | 13F-HR | 25 Sep 2025, 14:27 |
| Q3 2021 | 34 | $109,961,777 | +$449,969 | -$6,445,920 | -$5,995,951 | DFAC, VTI, VCSH, VTV, BND | 13F-HR | 25 Sep 2025, 14:27 |
| Q2 2021 | 32 | $117,199,342 | $0 | $0 | $0 | VTI, DFAC, VCSH, VTV, BND | 13F-HR | 25 Sep 2025, 14:27 |