Beacon Financial Group

Business address
17300 Preston Road, Suite 120, Dallas, TX, 75252
Top securities (13F)
DGRW, VYM, VUG, DYNF, BRKB, TFLO, FDL, IVV, BIL, BIDD, FVD, ITOT, NVDA, VTV, RDVY, VWO, MGC, CGGR, QUAL, and JPM
State of incorporation
TX
Fiscal year end
31 December
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Beacon Financial Group has filed 52 SEC EDGAR filings since 12 Nov 2013

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 08 Oct 2025 30 Sep 2025 028-15628
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-15628
13F-HR Open Document Open Filing 09 Jul 2025 30 Jun 2025 028-15628
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-15628
13F-HR Open Document Open Filing 29 Jan 2025 31 Dec 2024 028-15628
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-15628
13F-HR Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-15628
13F-HR Open Document Open Filing 07 May 2024 31 Mar 2024 028-15628
13F-HR Open Document Open Filing 23 Feb 2024 31 Dec 2023 028-15628
13F-HR Open Document Open Filing 16 Oct 2023 30 Sep 2023 028-15628
13F-HR Open Document Open Filing 20 Jul 2023 30 Jun 2023 028-15628
13F-HR Open Document Open Filing 14 Apr 2023 31 Mar 2023 028-15628
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-15628
13F-HR Open Document Open Filing 13 Oct 2022 30 Sep 2022 028-15628
13F-HR Open Document Open Filing 19 Jul 2022 30 Jun 2022 028-15628
13F-HR Open Document Open Filing 08 Apr 2022 31 Mar 2022 028-15628
13F-HR Open Document Open Filing 07 Jan 2022 31 Dec 2021 028-15628
13F-HR Open Document Open Filing 13 Oct 2021 30 Sep 2021 028-15628
13F-HR Open Document Open Filing 16 Aug 2021 31 Mar 2021 028-15628
13F-HR Open Document Open Filing 26 Jul 2021 30 Jun 2021 028-15628
13F-HR Open Document Open Filing 15 Jan 2021 31 Dec 2020 028-15628
13F-HR Open Document Open Filing 13 Oct 2020 30 Sep 2020 028-15628
13F-HR Open Document Open Filing 05 Aug 2020 30 Jun 2020 028-15628
13F-HR/A Open Document Open Filing 29 Jun 2020 31 Mar 2020 028-15628
13F-HR Open Document Open Filing 29 Jun 2020 31 Mar 2020 028-15628
13F-HR Open Document Open Filing 17 Jan 2020 31 Dec 2019 028-15628
13F-HR Open Document Open Filing 15 Oct 2019 30 Sep 2019 028-15628
13F-HR Open Document Open Filing 15 Jul 2019 30 Jun 2019 028-15628
13F-HR Open Document Open Filing 18 Apr 2019 31 Mar 2019 028-15628
13F-HR Open Document Open Filing 16 Jan 2019 31 Dec 2018 028-15628
13F-HR Open Document Open Filing 10 Oct 2018 30 Sep 2018 028-15628
13F-HR Open Document Open Filing 11 Jul 2018 30 Jun 2018 028-15628
13F-HR Open Document Open Filing 06 Apr 2018 31 Mar 2018 028-15628
13F-HR/A Open Document Open Filing 03 Jan 2018 31 Dec 2017 028-15628
13F-HR Open Document Open Filing 03 Jan 2018 31 Dec 2017 028-15628
13F-HR Open Document Open Filing 03 Oct 2017 30 Sep 2017 028-15628
13F-HR Open Document Open Filing 30 Jun 2017 30 Jun 2017 028-15628
13F-HR Open Document Open Filing 03 Apr 2017 31 Mar 2017 028-15628
13F-HR Open Document Open Filing 05 Jan 2017 31 Dec 2016 028-15628
13F-HR Open Document Open Filing 03 Oct 2016 30 Sep 2016 028-15628
13F-HR Open Document Open Filing 12 Jul 2016 30 Jun 2016 028-15628
13F-HR Open Document Open Filing 01 Apr 2016 31 Mar 2016 028-15628
13F-HR Open Document Open Filing 04 Jan 2016 31 Dec 2015 028-15628
13F-HR Open Document Open Filing 02 Oct 2015 30 Sep 2015 028-15628
13F-HR Open Document Open Filing 01 Jul 2015 30 Jun 2015 028-15628
13F-HR Open Document Open Filing 02 Apr 2015 31 Mar 2015 028-15628
13F-HR Open Document Open Filing 15 Jan 2015 31 Dec 2014 028-15628
13F-HR Open Document Open Filing 02 Oct 2014 30 Sep 2014 028-15628
13F-HR Open Document Open Filing 08 Jul 2014 30 Jun 2014 028-15628
13F-HR Open Document Open Filing 23 Apr 2014 31 Mar 2014 028-15628
13F-HR Open Document Open Filing 10 Feb 2014 31 Dec 2013 028-15628