Beacon Bank & Trust: 13F holdings
CIK 18319842026Q2
| Positions | 160 |
|---|
| Reported value | $524.5m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 160 (+3 vs prior quarter) |
|---|
| Reported value | $524.5m (+7.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 62,762 | $46.9m | 8.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 633,681 | $36.9m | 7.0% |
| IEFA ISHARES TR | 360,832 | $34.8m | 6.6% |
| VGIT VANGUARD SCOTTSDALE FDS | 440,147 | $26.0m | 4.9% |
| AAPL APPLE INC | 68,470 | $19.8m | 3.8% |
| JPST J P MORGAN EXCHANGE TRADED F | 380,948 | $19.3m | 3.7% |
| VYM VANGUARD WHITEHALL FDS | 120,424 | $19.0m | 3.6% |
| GOOGL ALPHABET INC | 49,729 | $17.8m | 3.4% |
| NVDA NVIDIA CORPORATION | 76,705 | $15.3m | 2.9% |
| USMV ISHARES TR | 153,496 | $14.8m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1831984")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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