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Home > Institutional Investor > Beacon Financial Group > Profile

Instuitional Investor - Beacon Financial Group

Fund Profile
Filing Period:
Fund Name: Beacon Financial Group
Portfolio Value $915,770,046
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 639,697 $51,086,231 5.58%
2.
Ishares Trust
 IEF 55,490 $31,179,771 3.4%
3.
Vanguard Whitehall Funds
 233,815 $30,152,809 3.29%
4.
Spdr Ser Tr
 277,467 $25,452,040 2.78%
5.
Berkshire Hathaway Inc
 BRK.A 47,429 $25,259,737 2.76%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)