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Nathan Hymiller

Beacon Financial Strategies Corp

Assets Managed
$201.187M
Holdings
209
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.2%(2Q avg: 6.27%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Financial Strategies Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 209 positions.

Assets under management

The assets under management (AUM) of Beacon Financial Strategies Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 201.187M in assets, with a quarterly growth rate of 14.2% and a 2-quarter average growth rate of 6.27%. The portfolio is managed by Nathan Hymiller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.56%
18.12%
$36.438M
98,471 shares@ $370.04 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -0.01%
17.43%
$35.048M
790,070 shares@ $44.37 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 1.57%
11.88%
$23.899M
302,407 shares@ $79.04 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 1.8%
9.76%
$19.623M
90,043 shares@ $217.94 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.44%
8.33%
$16.754M
235,150 shares@ $71.26 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 1.36%
6.12%
$12.308M
40,606 shares@ $303.12 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 308.54%
5.83%
$11.716M
145,415 shares@ $80.58 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 0.89%
5.55%
$11.153M
130,455 shares@ $85.49 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 1.99%
4.08%
$8.202M
140,927 shares@ $58.21 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
0.91%
$1.822M
22,239 shares@ $81.95 avg price

1-10 of 209