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| Happy Holidays!! thanks for using AUM13F!! |
| Beacon Financial Advisors Inc
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| CRD # | 119672 |
| SEC # | 801-77929 |
| CIK # | 0001961635 |
| AUM | $199.6 M (2025-03-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 914-872-4040 |
| Address | 800 Westchester Avenue Rye Brook, NY 10573-1360 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001961635 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.1 | ||
| Apple Inc | 7.6 | ||
| Applied Materials Inc /DE | 6.9 | ||
| Intuit Inc | 6.4 | ||
| Marriott International Inc /MD/ | 6.0 | ||
| Costco Wholesale Corp /NEW | 5.9 | ||
| Deere & Co | 5.7 | ||
| Caseys General Stores Inc | 5.1 | ||
| Darden Restaurants Inc | 4.7 | ||
| Constellium NV | 4.5 | ||
| Bank of America Corp /DE/ | 3.9 | ||
| Generac Holdings Inc | 3.7 | ||
| Ryanair Holdings PLC | 3.7 | ||
| Royal Caribbean Cruises Ltd | 3.6 | ||
| Cisco Systems Inc | 3.6 | ||
| Wal Mart Stores Inc | 3.6 | ||
| LPL Investment Holdings Inc | 3.4 | ||
| NVR Inc | 3.2 | ||
| Gaylord Entertainment Co /DE | 3.1 | ||
| Lockheed Martin Corp | 3.0 | ||
| American Express Co | 3.0 | ||
| Diageo PLC | 2.8 | ||
| Washington Post Co | 2.8 | ||
| Titan International Inc | 2.5 | ||
| Owl Rock Capital Corp | 2.3 | ||
| Haemonetics Corp | 2.3 | ||
| Valero Energy Corp/Tx | 2.2 | ||
| F5 Networks Inc | 2.1 | ||
| Fedex Corp | 2.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 8.4 |
| (b) Individuals (high net worth individuals) | 33 | 175.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 16.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 353 | 199.6 |
| By Discretionary | ||
| Discretionary | 351 | 183.6 |
| Non-Discretionary | 2 | 15.9 |
| Total | 353 | 199.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.6 | |
| Total | 353 | 199.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001961635] |
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|---|---|---|
|
Legacy Beyond Wealth LLC
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0.2 | |
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Lighthouse Wealth Management Inc
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OH | 0.2 |
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SWP Financial LLC
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TX | 0.2 |
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PA | 0.2 |
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Keystone Financial Group Inc
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Biddle Capital Management Inc
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DE | 0.2 |
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Approach Retirement Advisors LLC
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AL | 0.2 |
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Summit Financial Advisors Inc
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Goalfusion Wealth Management LLC
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0.2 |