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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 17 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AMD ADVANCED MICRO DEVICES INC Technology 1,249.0 $267K 0.06% NEW $214.16 +137.9%
322 ISEP INNOVATOR ETFS TRUST 8,080.0 $263K 0.06% NEW $32.59 +5.2%
323 UOCT INNOVATOR ETFS TRUST 6,736.0 $263K 0.06% NEW $39.04 +4.6%
324 UFEB INNOVATOR ETFS TRUST 6,973.0 $257K 0.06% NEW $36.79 +4.3%
325 FIXD FIRST TR EXCHNG TRADED FD VI 5,782.0 $256K 0.06% NEW $44.32 -1.0%
326 DON WISDOMTREE TR 4,960.0 $256K 0.06% NEW $51.60 +8.7%
327 ABT ABBOTT LABS Healthcare 2,005.0 $251K 0.06% NEW $125.27 -27.5%
328 VXF VANGUARD INDEX FDS 1,195.0 $250K 0.06% NEW $209.12 +14.1%
329 UNH UNITEDHEALTH GROUP INC Healthcare 757.0 $250K 0.06% NEW $330.11 +22.4%
330 IJH ISHARES TR 3,782.0 $250K 0.06% NEW $65.99 +14.4%
331 SHW SHERWIN WILLIAMS CO Basic Materials 767.0 $248K 0.06% NEW $323.87 +3.4%
332 VRTX VERTEX PHARMACEUTICALS INC Healthcare 542.0 $246K 0.06% NEW $453.36 +5.2%
333 ADBE ADOBE INC Technology 698.0 $244K 0.06% NEW $349.99 -43.3%
334 EEMV ISHARES INC 3,743.0 $240K 0.06% NEW $64.04 +15.3%
335 NEM NEWMONT CORP Basic Materials 2,374.0 $237K 0.06% NEW $99.86 -6.5%
336 XNTK SPDR SERIES TRUST 852.0 $237K 0.06% NEW $277.87 +31.1%
337 AXP AMERICAN EXPRESS CO Financial Services 638.0 $236K 0.06% NEW $370.08 -7.7%
338 BAPR INNOVATOR ETFS TRUST 4,905.0 $235K 0.06% NEW $47.98 +9.9%
339 WS WORTHINGTON STL INC Basic Materials 6,797.0 $235K 0.06% NEW $34.62 +16.6%
340 UNP UNION PAC CORP Industrials 1,016.0 $235K 0.05% NEW $231.32 +11.9%
Page 17 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%