Beacon Financial Strategies CORP

Position in ELV — Elevance Health, Inc.

CIK 2084239 RALEIGH, NC

Position in ELV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$50,274

+$12,217 QoQ

Shares Held

130

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,400

of 1,597 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Beacon Financial Strategies CORP holds $404,272 across 4 Healthcare Plans names. ELV ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUM	Humana Inc	736	$292,353
2	ELV	Elevance Health, Inc. This page	130	$50,274
3	UNH	Unitedhealth Group Inc	80	$33,250
4	CI	Cigna Group	103	$28,395

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$50,274	130	0.0%	Shares	Sole	2026-07-08
2026-03-31	$38,057	130	0.0%	Shares	Sole	2026-04-08
2025-12-31	$45,571	130	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.