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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 15 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BJAN INNOVATOR ETFS TRUST 5,952.0 $328K 0.08% NEW $55.05 +5.8%
282 EFG ISHARES TR 2,856.0 $325K 0.07% NEW $113.92 +6.9%
283 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,048.0 $325K 0.07% NEW $310.24 +23.6%
284 VTWO VANGUARD SCOTTSDALE FDS 3,251.0 $324K 0.07% NEW $99.52 +20.5%
285 BOCT INNOVATOR ETFS TRUST 6,540.0 $323K 0.07% NEW $49.42 +6.1%
286 XLB SELECT SECTOR SPDR TR 7,027.0 $319K 0.07% NEW $45.35 +12.8%
287 PM PHILIP MORRIS INTL INC Consumer Defensive 1,972.0 $316K 0.07% NEW $160.37 +11.4%
288 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 1,028.0 $313K 0.07% NEW $304.03 +45.0%
289 FFEB FIRST TR EXCHNG TRADED FD VI 5,490.0 $311K 0.07% NEW $56.62 +6.7%
290 SGOV ISHARES TR 3,096.0 $311K 0.07% NEW $100.39 +0.2%
291 UBER UBER TECHNOLOGIES INC Technology 3,744.0 $306K 0.07% NEW $81.71 -9.6%
292 SPLV INVESCO EXCH TRADED FD TR II 4,245.0 $303K 0.07% NEW $71.41 +4.6%
293 IYK ISHARES TR 4,520.0 $302K 0.07% NEW $66.92 +8.9%
294 SHLD GLOBAL X FDS 4,640.0 $301K 0.07% NEW $64.79 -9.1%
295 COF CAPITAL ONE FINL CORP Financial Services 1,229.0 $298K 0.07% NEW $242.45 -17.3%
296 FJUL FIRST TR EXCHNG TRADED FD VI 5,320.0 $297K 0.07% NEW $55.92 +5.8%
297 PAPR INNOVATOR ETFS TRUST 7,531.0 $295K 0.07% NEW $39.12 +7.4%
298 NKE NIKE INC Consumer Cyclical 4,585.0 $292K 0.07% NEW $63.71 -34.4%
299 MTGP WISDOMTREE TR 6,552.0 $292K 0.07% NEW $44.55 -0.4%
300 RVT ROYCE SMALL CAP TRUST INC Financial Services 18,124.0 $292K 0.07% NEW $16.10 +12.2%
Page 15 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%