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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 9 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VRTX VERTEX PHARMACEUTICALS INC Healthcare 569.0 $254K 0.06% +27.0 +5.0% $446.54 +6.4%
162 TMO THERMO FISHER SCIENTIFIC INC Healthcare 513.0 $252K 0.06% +116.0 +29.2% $491.78 +0.1%
163 COF CAPITAL ONE FINL CORP Financial Services 1,268.0 $231K 0.05% +39.0 +3.2% $182.43 +9.9%
164 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,965.0 $211K 0.05% +162.0 +5.8% $71.17 -8.9%
165 ABT ABBOTT LABORATORIES Healthcare 2,019.0 $207K 0.05% +14.0 +0.7% $102.69 -11.9%
166 PTY PIMCO CORPORATE & INCOME OPP Financial Services 14,421.0 $174K 0.04% +918.0 +6.8% $12.06 -3.0%
Page 9 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%