Long-term investor
Beacon Financial Group @beaconfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001591379).
Record
- Tracked since 2025-06-30 (441 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DGRW · 5.0% · long · since 2025-06-30
- IVV · 4.4% · long · since 2025-06-30
- VUG · 2.9% · long · since 2025-06-30
- VYM · 2.5% · long · since 2025-06-30
- DYNF · 2.3% · long · since 2025-06-30
- BRK-B · 2.2% · long · since 2025-06-30
- FDL · 2.1% · long · since 2025-06-30
- VTV · 2.0% · long · since 2025-06-30
- BIL · 1.9% · long · since 2025-06-30
- ITOT · 1.9% · long · since 2025-06-30
- FVD · 1.8% · long · since 2025-06-30
- TFLO · 1.8% · long · since 2025-06-30