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Portfolio (Quarterly) Guide ↗

Beacon Financial Advisory LLC

· CIK 0001800502
13F Portfolio $508M AUM 417 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 165 Added 132 Reduced 17 Exited
Page 2 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGGO CAPITAL GROUP GBL GROWTH EQT 75,395.0 $3.2M 0.63% +13K +21.7% $42.33 -4.6%
22 V VISA INC Financial Services 9,159.0 $3.1M 0.62% +752.0 +8.9% $343.10 +11.5%
23 IVW ISHARES TR 21,582.0 $3.0M 0.58% +728.0 +3.5% $137.53 +0.3%
24 XOM EXXON MOBIL CORP Energy 21,573.0 $2.9M 0.58% +1K +6.7% $136.72 +20.0%
25 RDVY FIRST TR EXCHANGE TRADED FD 35,571.0 $2.9M 0.57% +4K +14.1% $81.06 +1.6%
26 CCEF CALAMOS ETF TR 90,112.0 $2.7M 0.53% +756.0 +0.8% $29.93 -0.3%
27 PYLD PIMCO ETF TR 101,477.0 $2.7M 0.53% +18K +21.4% $26.52 -1.2%
28 FENI FIDELITY COVINGTON TRUST 63,927.0 $2.6M 0.51% +6K +10.9% $40.13 +3.8%
29 SDVY FIRST TR EXCHANGE TRADED FD 59,391.0 $2.6M 0.50% +15K +35.1% $43.14 +1.7%
30 DYNF BLACKROCK ETF TRUST 36,854.0 $2.5M 0.49% +245.0 +0.7% $68.01 +1.2%
31 DUHP DIMENSIONAL ETF TRUST 57,482.0 $2.4M 0.47% +7K +13.7% $41.73 +1.4%
32 RSP INVESCO EXCHANGE TRADED FD T 11,190.0 $2.4M 0.47% +68.0 +0.6% $212.76 +4.3%
33 VGT VANGUARD WORLD FD 19,763.0 $2.4M 0.47% +17K +714.3% $119.52 -2.6%
34 AOM ISHARES TR 44,541.0 $2.2M 0.44% +294.0 +0.7% $49.89 -0.3%
35 PAVE GLOBAL X FDS 37,403.0 $2.2M 0.43% +1K +3.8% $58.92 -5.1%
36 META META PLATFORMS INC Communication Services 3,881.0 $2.2M 0.43% +264.0 +7.3% $563.29 -0.8%
37 GPIQ GOLDMAN SACHS ETF TR 36,579.0 $2.2M 0.43% +5K +14.4% $59.31 -5.3%
38 CRWD CROWDSTRIKE HLDGS INC Technology 2,809.0 $2.1M 0.42% +29.0 +1.0% $190.78 -0.1%
39 IUSB ISHARES TR 46,020.0 $2.1M 0.42% +16K +54.4% $46.15 -1.4%
40 IWF ISHARES TR 16,362.0 $2.0M 0.40% +12K +260.9% $124.17 -2.5%
Page 2 of 9  ·  165 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.5%
Financial Services 19.0%
Consumer Cyclical 10.7%
Industrials 9.4%
Communication Services 7.2%
Consumer Defensive 7.0%
Healthcare 6.2%
Basic Materials 2.5%
Utilities 2.5%
Energy 2.4%