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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 2 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO. Financial Services 11,564.0 $3.7M 0.86% NEW $322.22 +3.3%
22 LMBS FIRST TR EXCHANGE-TRADED FD 64,975.0 $3.2M 0.75% NEW $49.99 -0.1%
23 IVV ISHARES TR 4,618.0 $3.2M 0.73% NEW $684.97 +8.3%
24 GPIX GOLDMAN SACHS ETF TR 58,527.0 $3.1M 0.72% NEW $52.80 +4.1%
25 V VISA INC Financial Services 8,429.0 $3.0M 0.69% NEW $350.70 -5.4%
26 JAAA JANUS DETROIT STR TR 58,397.0 $3.0M 0.68% NEW $50.58 +0.1%
27 GSUS GOLDMAN SACHS ETF TR 30,851.0 $2.9M 0.68% NEW $94.40 +8.0%
28 SFLR INNOVATOR ETFS TRUST 73,593.0 $2.7M 0.63% NEW $36.86 +3.9%
29 CCEF CALAMOS ETF TR 90,260.0 $2.6M 0.60% NEW $28.82 +1.8%
30 USVM VICTORY PORTFOLIOS II 28,460.0 $2.6M 0.60% NEW $91.31 +18.9%
31 ISHARES TR 55,225.0 $2.5M 0.58% NEW $45.45
32 PYLD PIMCO ETF TR 92,042.0 $2.5M 0.57% NEW $26.68 -0.6%
33 XOM EXXON MOBIL CORP Energy 20,344.0 $2.4M 0.57% NEW $120.34 +12.9%
34 IVW ISHARES TR 19,446.0 $2.4M 0.56% NEW $123.26 +9.2%
35 MCD MCDONALDS CORP Consumer Cyclical 7,576.0 $2.3M 0.54% NEW $305.61 -10.3%
36 AVGO BROADCOM INC Technology 6,677.0 $2.3M 0.54% NEW $346.09 +11.5%
37 META META PLATFORMS INC Communication Services 3,446.0 $2.3M 0.53% NEW $660.14 -14.6%
38 FDL FIRST TR EXCHANGE-TRADED FD 48,945.0 $2.2M 0.50% NEW $44.34 +11.4%
39 IWF ISHARES TR 4,479.0 $2.1M 0.49% NEW $473.33 -74.5%
40 CGGO CAPITAL GROUP GBL GROWTH EQT 61,039.0 $2.1M 0.49% NEW $34.65 +19.0%
Page 2 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%