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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 7 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VXUS VANGUARD STAR FDS 6,162.0 $527K 0.10% +3K +82.4% $85.49 +2.0%
122 QFLR INNOVATOR ETFS TRUST 14,206.0 $518K 0.10% +337.0 +2.4% $36.48 -4.7%
123 GGUS GOLDMAN SACHS ETF TR 7,212.0 $492K 0.10% +675.0 +10.3% $68.25 -3.2%
124 MSC INCOME FUND INC 41,917.0 $485K 0.10% +5K +12.3% $11.57
125 GIGB GOLDMAN SACHS ETF TR 10,541.0 $484K 0.10% +1K +14.7% $45.91 -2.1%
126 PLD PROLOGIS INC. Real Estate 3,522.0 $477K 0.09% +25.0 +0.7% $135.47 +5.8%
127 GLW CORNING INC Technology 1,859.0 $475K 0.09% +93.0 +5.3% $255.41 -43.0%
128 SDSI AMERICAN CENTY ETF TR 9,103.0 $467K 0.09% +5K +102.5% $51.35 -0.3%
129 AMGN AMGEN INC Healthcare 1,274.0 $461K 0.09% +25.0 +2.0% $362.08 +22.6%
130 MS MORGAN STANLEY Financial Services 2,188.0 $457K 0.09% +97.0 +4.6% $209.04 +2.4%
131 EMR EMERSON ELEC CO Industrials 3,171.0 $454K 0.09% +125.0 +4.1% $143.13 +10.1%
132 PDBC INVESCO ACTVELY MNGD ETC FD 26,886.0 $427K 0.08% +11K +73.0% $15.88 +16.3%
133 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,697.0 $424K 0.08% +60.0 +3.7% $249.98 -6.6%
134 ARKB ARK 21SHARES BITCOIN ETF Financial Services 21,257.0 $414K 0.08% +449.0 +2.2% $19.46 +34.2%
135 ANET ARISTA NETWORKS INC Technology 2,418.0 $411K 0.08% +78.0 +3.3% $169.88 +10.8%
136 DE DEERE & CO Industrials 646.0 $410K 0.08% +15.0 +2.4% $634.33 +2.3%
137 ACN ACCENTURE PLC IRELAND Technology 3,239.0 $403K 0.08% +1K +61.7% $124.44 +49.9%
138 PM PHILIP MORRIS INTL INC Consumer Defensive 2,169.0 $392K 0.08% +197.0 +10.0% $180.87 +5.9%
139 GLDM WORLD GOLD TR Financial Services 4,658.0 $370K 0.07% +163.0 +3.6% $79.42 +15.9%
140 GSID GOLDMAN SACHS ETF TR 4,840.0 $364K 0.07% +607.0 +14.3% $75.14 +4.1%
Page 7 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%