Position in VRT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$897,987
+$250,238 QoQ
Shares Held
2,682
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,154
of 2,036 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Beacon Financial Advisory LLC holds $897,987 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
2,682 | $897,987 |
All Filings in VRT
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $897,987 | 2,682 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $647,749 | 2,585 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $388,175 | 2,396 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $327,366 | 2,170 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $263,882 | 2,055 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||