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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	LVO	LIVEONE INC	Communication Services	12,563	$59K	0.01%	SOLD

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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%