BEACON FINANCIAL GROUP
All 13F Filings
- Location
- Dallas, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,005,577
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 4/1/2026 | 347 | 1,005,577 | 13F-HR | BEACON FINANCIAL GROUP |
| Q2 2014 | 7/8/2014 | 157 | 452,403 | 13F-HR | BEACON FINANCIAL GROUP |
| Q1 2014 | 4/23/2014 | 166 | 486,324 | 13F-HR | BEACON FINANCIAL GROUP |
| Q4 2013 | 2/10/2014 | 179 | 519,746 | 13F-HR | BEACON FINANCIAL GROUP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 338.7 K | 34.6% | 338.7 K | 0 | 338.7 K |
| ETFs | 626.6 K | 64.0% | 626.6 K | 0 | 626.6 K |
| Debt | 13.06 K | 1.3% | 13.06 K | 0 | 13.06 K |
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Fund Snapshot
Q4 2025
Latest filed
4/1/2026
Total value ($000)
1,005,577
Holdings
347
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.