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Manager record

Beacon Financial Group

Dallas, TX · CIK 1591379 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.11BReported 13F valueQ3 2026 · as filed
385Holdings listed
+0.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $960.4M$960.4MQ2 2025338 holdingsQ3 2025: $1.0B$1.0BQ3 2025346 holdingsQ4 2025: $1.0B$1.0BQ4 2025348 holdingsQ1 2026: $1.0B$1.0BQ1 2026348 holdingsQ2 2026: $1.1B$1.1BQ2 2026377 holdingsQ3 2026: $1.1B$1.1BQ3 2026385 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$1.11B · 385 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$1.10B · 377 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$1.00B · 348 holdings listed · View original SEC filing ↗
Apr 01 2026 13F-HR · period Q4 2025

$1.01B · 348 holdings listed · View original SEC filing ↗
Oct 08 2025 13F-HR · period Q3 2025

$1.02B · 346 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$960.39M · 338 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology