Beacon Financial Strategies CORP

Q2 2025 13F Holdings

Location
Raleigh, NC
Holdings as of
6/30/2025
Value ($000)
$159,146
Num holdings
38
Date filed
9/25/2025
Form type
13F-HR
Prev filing
9/25/2025
Next filing
10/6/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type