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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 4 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VWO VANGUARD INTL EQUITY INDEX F 20,981.0 $1.3M 0.25% +3K +13.7% $59.69 +0.5%
62 SCHD SCHWAB STRATEGIC TR 39,151.0 $1.2M 0.24% +11K +36.7% $31.71 +11.0%
63 GCOR GOLDMAN SACHS ETF TR 30,088.0 $1.2M 0.24% +4K +16.4% $41.16 -1.4%
64 DFEM DIMENSIONAL ETF TRUST 29,719.0 $1.2M 0.24% +4K +13.9% $40.64 -2.7%
65 ABBV ABBVIE INC Healthcare 4,762.0 $1.2M 0.24% +720.0 +17.8% $251.62 +5.1%
66 PFE PFIZER INC Healthcare 49,663.0 $1.2M 0.23% +722.0 +1.5% $24.08 +16.2%
67 IEFA ISHARES TR 12,378.0 $1.2M 0.23% +780.0 +6.7% $96.58 +4.2%
68 SCHG SCHWAB STRATEGIC TR 34,671.0 $1.2M 0.23% +1K +4.1% $33.84 +3.9%
69 GSLC GOLDMAN SACHS ETF TR 8,262.0 $1.2M 0.23% +301.0 +3.8% $141.89 +2.8%
70 PLTR PALANTIR TECHNOLOGIES INC Technology 10,036.0 $1.2M 0.23% +403.0 +4.2% $116.67 +50.8%
71 VBR VANGUARD INDEX FDS 4,746.0 $1.2M 0.23% +136.0 +3.0% $243.00 +2.2%
72 GE GE AEROSPACE Industrials 3,055.0 $1.1M 0.23% +164.0 +5.7% $373.77 -8.5%
73 BUFF INNOVATOR ETFS TRUST 21,036.0 $1.1M 0.22% +4K +24.2% $52.68 +1.7%
74 BLACKROCK ETF TRUST 29,721.0 $1.1M 0.21% +3K +11.2% $36.60
75 RAVI FLEXSHARES TR 13,892.0 $1.0M 0.21% +2K +14.2% $75.42 -0.1%
76 CHAT TIDAL TRUST II 10,556.0 $1.0M 0.20% +725.0 +7.4% $98.68 -13.3%
77 ACWX ISHARES TR 13,658.0 $1.0M 0.20% +2K +17.4% $76.11 +1.8%
78 QDPL PACER FDS TR 20,898.0 $942K 0.18% +4K +25.2% $45.07 +2.7%
79 AMAT APPLIED MATLS INC Technology 1,267.0 $916K 0.18% +71.0 +5.9% $723.07 -33.0%
80 MRK MERCK & CO INC Healthcare 7,120.0 $915K 0.18% +489.0 +7.4% $128.50 +17.3%
Page 4 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%