Beacon Financial Strategies CORP

Q3 2026 13F Holdings

Location
Raleigh, NC
Holdings as of
9/30/2026
Value ($000)
$203,385
Num holdings
240
Date filed
10/14/2026
Form type
13F-HR
Prev filing
7/8/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type