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Portfolio (Quarterly) Guide ↗

Beacon Financial Advisory LLC

· CIK 0001800502
13F Portfolio $443M AUM 402 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 166 Added 97 Reduced 21 Exited
Page 4 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC Communication Services 3,793.0 $1.1M 0.25% +308.0 +8.8% $286.83 +20.3%
62 CRWD CROWDSTRIKE HLDGS INC Technology 2,780.0 $1.1M 0.24% +66.0 +2.4% $390.41 +72.4%
63 IRM IRON MTN INC DEL Real Estate 10,621.0 $1.1M 0.24% +78.0 +0.7% $102.14 +27.9%
64 XLK SELECT SECTOR SPDR TR 8,104.0 $1.1M 0.24% +115.0 +1.4% $132.91 +37.8%
65 PFEB INNOVATOR ETFS TRUST 26,667.0 $1.1M 0.24% +18K +208.6% $40.10 +6.5%
66 GCOR GOLDMAN SACHS ETF TR 25,861.0 $1.1M 0.24% +7K +34.7% $41.32 -0.2%
67 IEFA ISHARES TR 11,598.0 $1.0M 0.24% +142.0 +1.2% $90.53 +5.3%
68 FESM FIDELITY COVINGTON TRUST 27,288.0 $1.0M 0.23% +10K +55.6% $38.00 +24.1%
69 T AT&T INC Communication Services 34,398.0 $997K 0.23% +1K +3.1% $28.99 -22.8%
70 VWO VANGUARD INTL EQUITY INDEX F 18,448.0 $997K 0.23% +847.0 +4.8% $54.05 +9.1%
71 GSLC GOLDMAN SACHS ETF TR 7,961.0 $996K 0.23% +1K +20.1% $125.13 +11.5%
72 LOW LOWES COS INC Consumer Cyclical 4,144.0 $979K 0.22% +29.0 +0.7% $236.28 -6.3%
73 C CITIGROUP INC Financial Services 8,478.0 $962K 0.22% +274.0 +3.3% $113.41 +26.8%
74 SOXX ISHARES TR 2,889.0 $949K 0.21% +77.0 +2.7% $328.64 +83.0%
75 DFAT DIMENSIONAL ETF TRUST 15,001.0 $937K 0.21% +3K +26.0% $62.45 +10.4%
76 OUSM ALPS ETF TR 21,225.0 $928K 0.21% +492.0 +2.4% $43.74 +7.8%
77 RAVI FLEXSHARES TR 12,162.0 $917K 0.21% +3K +40.2% $75.41 -0.1%
78 DFEM DIMENSIONAL ETF TRUST 26,084.0 $901K 0.20% +3K +12.3% $34.55 +15.7%
79 AVEM AMERICAN CENTY ETF TR 11,087.0 $893K 0.20% +3K +31.0% $80.58 +17.6%
80 BAI BLACKROCK ETF TRUST 27,104.0 $893K 0.20% +6K +28.0% $32.95 +50.8%
Page 4 of 9  ·  166 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 25.0%
Financial Services 19.4%
Consumer Cyclical 11.2%
Consumer Defensive 9.4%
Communication Services 9.1%
Industrials 8.2%
Healthcare 6.6%
Energy 4.5%
Basic Materials 2.6%
Utilities 2.5%