Beacon Financial Strategies CORP has filed its Form 13F-HR, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists Nathan Hymiller, the President of the firm, as the authorized signatory for the report.
The portfolio consists of 241 individual positions. The largest holding is Merck & Co Inc, with 5,372,800 shares. Other significant positions include Pfizer Inc with 220,004 shares and AbbVie Inc with 171,342 shares.
The filing also details a substantial allocation to exchange-traded funds (ETFs). Vanguard Index Funds Morningstar Small Cap Value ETF is the largest ETF holding, with 11,603,342 shares. Other notable ETF positions include Vanguard Index Funds Morningstar Large Cap Growth ETF (5,026,414 shares) and Vanguard Index Funds Morningstar Total Stock Market ETF (36,186,066 shares).
The report lists the firm's address as 7100 Six Forks Rd., Ste. 135, Raleigh, NC 27615.
