Long-term investor
Beacon Financial Strategies Corp. @beaconfinancialstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002084239).
Record
- Tracked since 2021-06-30 (1940 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.1% · 1 year +0.4% · all +0.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 17.8% · long · since 2025-09-30
- 25434V708 · 17.3% · long · since 2025-09-30
- 92206C409 · 12.4% · long · since 2025-09-30
- 922908744 · 9.3% · long · since 2025-09-30
- 921943858 · 8.8% · long · since 2025-09-30
- 922908751 · 5.7% · long · since 2025-09-30
- 922908629 · 5.7% · long · since 2025-09-30
- 921909768 · 5.6% · long · since 2025-09-30
- 92206C102 · 4.4% · long · since 2025-09-30
- 25434V401 · 0.9% · long · since 2025-09-30
- AMZN · 0.8% · long · since 2025-09-30
- AAPL · 0.5% · long · since 2025-09-30