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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 $929,118,983
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Tr
 678,803 $54,935,503 5.91%
2.
Ishares Trust
 IEF 56,959 $33,530,697 3.6%
3.
Vanguard Whitehall Funds
 249,220 $31,797,977 3.42%
4.
Spdr Ser Tr
 274,599 $25,106,550 2.7%
5.
Berkshire Hathaway Inc
 BRK.A 47,432 $21,499,977 2.31%
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)