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Portfolio (Quarterly) Guide ↗

Beacon Financial Advisory LLC

· CIK 0001800502
13F Portfolio $432M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 371 New
Page 14 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NOC NORTHROP GRUMMAN CORP Industrials 650.0 $371K 0.09% NEW $570.21 -11.8%
262 MTUM ISHARES TR 1,468.0 $367K 0.09% NEW $250.23 +31.2%
263 NEAR ISHARES U S ETF TR 7,180.0 $367K 0.09% NEW $51.10 -0.9%
264 STIP ISHARES TR 3,489.0 $357K 0.08% NEW $102.40 -0.5%
265 BSV VANGUARD BD INDEX FDS 4,525.0 $357K 0.08% NEW $78.81 -1.2%
266 BIZD VANECK ETF TRUST 25,073.0 $356K 0.08% NEW $14.18 -13.9%
267 IAPR INNOVATOR ETFS TRUST 11,506.0 $355K 0.08% NEW $30.84 +6.8%
268 EMR EMERSON ELEC CO Industrials 2,672.0 $355K 0.08% NEW $132.71 +6.6%
269 TJUL INNOVATOR ETFS TRUST 11,930.0 $353K 0.08% NEW $29.59 +1.9%
270 WOR WORTHINGTON ENTERPRISES INC Industrials 6,829.0 $352K 0.08% NEW $51.57 +18.3%
271 PFEB INNOVATOR ETFS TRUST 8,642.0 $352K 0.08% NEW $40.72 +4.9%
272 DSI ISHARES TR 2,713.0 $350K 0.08% NEW $128.85 +7.8%
273 GIGB GOLDMAN SACHS ETF TR 7,397.0 $342K 0.08% NEW $46.25 -0.5%
274 INTC INTEL CORP Technology 9,267.0 $342K 0.08% NEW $36.90 +256.8%
275 HON HONEYWELL INTL INC Industrials 1,753.0 $342K 0.08% NEW $195.04 +16.6%
276 GGUS GOLDMAN SACHS ETF TR 5,348.0 $340K 0.08% NEW $63.66 +2.8%
277 BNDX VANGUARD CHARLOTTE FDS 6,973.0 $337K 0.08% NEW $48.32 +0.4%
278 QQQM INVESCO EXCH TRADED FD TR II 1,324.0 $335K 0.08% NEW $252.96 +15.7%
279 CGIC CAPITAL GROUP INTERNATIONAL 10,202.0 $332K 0.08% NEW $32.50 +10.9%
280 CGMS CAPITAL GRP FIXED INCM ETF T 11,972.0 $331K 0.08% NEW $27.62 -0.5%
Page 14 of 19  ·  371 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 27.4%
Financial Services 21.2%
Consumer Cyclical 12.1%
Communication Services 9.3%
Healthcare 8.5%
Consumer Defensive 7.9%
Industrials 5.9%
Energy 2.8%
Real Estate 2.1%
Utilities 1.9%