Holdings

Beacon Financial Group

As of Jun 30, 2026, Beacon Financial Group reported 180 positions worth US$351M. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Berkshire Hathaway Inc.48,031US$24M+38Jun 30, 2026
Nvidia Corporation92,580US$18.5M+3,225Jun 30, 2026
Alphabet Inc (google) Class C38,520US$13.8M+1,094Jun 30, 2026
Apple Inc45,697US$13.2M+2,378Jun 30, 2026
Jp Morgan Chase & Co.38,027US$12.4M−221Jun 30, 2026
Exxon Mobil Corporation69,737US$9.53M−3,490Jun 30, 2026
Broadcom Inc.21,699US$8.2M+509Jun 30, 2026
Texas Instruments Incorporated27,111US$8.08M−497Jun 30, 2026
Microsoft Corp.20,982US$7.83M+832Jun 30, 2026
Visa Inc.22,211US$7.62M−290Jun 30, 2026