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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 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLD SPDR GOLD TR Financial Services 1,126.0 $485K 0.11% +185.0 +19.7% $430.29 -15.0%
122 ARKB ARK 21SHARES BITCOIN ETF Financial Services 20,808.0 $468K 0.11% +3K +14.8% $22.49 -11.7%
123 QFLR INNOVATOR ETFS TRUST 13,869.0 $462K 0.10% +557.0 +4.2% $33.30 +6.1%
124 BOTZ GLOBAL X FDS 13,776.0 $458K 0.10% +3K +25.5% $33.22 +10.1%
125 PJAN INNOVATOR ETFS TRUST 9,819.0 $453K 0.10% +61.0 +0.6% $46.13 +6.6%
126 QTUM ETF SER SOLUTIONS 4,194.0 $450K 0.10% +396.0 +10.4% $107.31 +49.0%
127 AMGN AMGEN INC Healthcare 1,249.0 $439K 0.10% +44.0 +3.6% $351.76 -0.1%
128 GEM GOLDMAN SACHS ETF TR 10,024.0 $433K 0.10% +1K +12.2% $43.20 +18.2%
129 INTC INTEL CORP Technology 9,689.0 $428K 0.10% +422.0 +4.5% $44.13 +198.3%
130 GEV GE VERNOVA INC Utilities 484.0 $422K 0.10% +40.0 +9.0% $872.92 +21.2%
131 ANNALY CAPITAL MANAGEMENT IN 19,920.0 $421K 0.10% +632.0 +3.3% $21.15
132 GIGB GOLDMAN SACHS ETF TR 9,194.0 $421K 0.10% +2K +24.3% $45.80 +0.4%
133 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,865.0 $417K 0.09% +720.0 +7.1% $38.42 -11.8%
134 AMAT APPLIED MATLS INC Technology 1,196.0 $409K 0.09% +83.0 +7.5% $341.71 +72.4%
135 HON HONEYWELL INTL INC Industrials 1,793.0 $405K 0.09% +40.0 +2.3% $226.01 +0.6%
136 EMR EMERSON ELEC CO Industrials 3,046.0 $399K 0.09% +374.0 +14.0% $131.01 +8.0%
137 IAPR INNOVATOR ETFS TRUST 11,968.0 $379K 0.09% +462.0 +4.0% $31.67 +4.0%
138 GGUS GOLDMAN SACHS ETF TR 6,537.0 $379K 0.09% +1K +22.2% $57.98 +12.9%
139 XLB SELECT SECTOR SPDR TR 7,549.0 $377K 0.09% +522.0 +7.4% $49.97 +2.4%
140 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,628.0 $376K 0.09% +48.0 +3.0% $230.89 +13.5%
Page 7 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%