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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 6 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PNC PNC FINL SVCS GROUP INC Financial Services 2,661.0 $655K 0.13% +30.0 +1.1% $246.20 -1.0%
102 BAC BANK OF AMER CORP Financial Services 11,445.0 $652K 0.13% +731.0 +6.8% $56.98 +9.4%
103 FSK FS KKR CAP CORP Financial Services 61,266.0 $643K 0.13% +1K +1.7% $10.50 +14.8%
104 MGK VANGUARD WORLD FD 7,047.0 $619K 0.12% +6K +398.7% $87.91 +0.5%
105 HDV ISHARES TR 22,306.0 $611K 0.12% +18K +432.9% $27.41 +9.2%
106 BOTZ GLOBAL X FDS 16,009.0 $607K 0.12% +2K +16.2% $37.94 -7.1%
107 VYMI VANGUARD WHITEHALL FDS 6,172.0 $606K 0.12% +274.0 +4.7% $98.20 +7.1%
108 GEV GE VERNOVA INC Utilities 515.0 $605K 0.12% +31.0 +6.4% $1174.88 -19.8%
109 LRCX LAM RESEARCH CORP Technology 1,379.0 $597K 0.12% +86.0 +6.7% $433.20 -28.4%
110 FALN ISHARES TR 21,864.0 $596K 0.12% +3K +18.8% $27.24 -0.8%
111 SHLD GLOBAL X FDS 9,804.0 $585K 0.12% +2K +21.5% $59.71 +10.6%
112 BLCR BLACKROCK ETF TRUST 11,381.0 $573K 0.11% +920.0 +8.8% $50.37 -3.0%
113 CGSD CAPITAL GRP FIXED INCM ETF T 22,223.0 $572K 0.11% +8K +51.3% $25.73 -0.1%
114 IEMG ISHARES INC 6,821.0 $565K 0.11% +110.0 +1.6% $82.84 -2.8%
115 BIL SPDR SERIES TRUST 6,062.0 $556K 0.11% +4K +141.7% $91.65 -0.0%
116 CGDG CAPITAL GROUP DIVIDEND GROWE 14,695.0 $551K 0.11% +4K +41.2% $37.51 +3.7%
117 PANW PALO ALTO NETWORKS INC Technology 1,611.0 $549K 0.11% +152.0 +10.4% $341.02 +2.9%
118 GEM GOLDMAN SACHS ETF TR 10,337.0 $538K 0.11% +313.0 +3.1% $52.00 -2.8%
119 GRID FIRST TR EXCHANGE-TRADED FD 2,778.0 $533K 0.10% +850.0 +44.1% $191.73 -7.1%
120 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,107.0 $529K 0.10% +42.0 +3.9% $477.77 -14.2%
Page 6 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%