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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 3 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FTSM FIRST TR EXCHANGE-TRADED FD 34,930.0 $2.1M 0.48% NEW $59.93 -0.1%
42 AOM ISHARES TR 43,727.0 $2.1M 0.48% NEW $47.73 +3.8%
43 DYNF BLACKROCK ETF TRUST 34,031.0 $2.1M 0.48% NEW $60.81 +9.0%
44 MRK MERCK & CO INC Healthcare 19,522.0 $2.1M 0.48% NEW $105.26 +15.3%
45 ILCG ISHARES TR 19,279.0 $2.0M 0.47% NEW $104.04 +8.3%
46 VYM VANGUARD WHITEHALL FDS 13,954.0 $2.0M 0.46% NEW $143.52 +10.1%
47 FENI FIDELITY COVINGTON TRUST 52,332.0 $1.9M 0.44% NEW $36.58 +7.8%
48 DUHP DIMENSIONAL ETF TRUST 50,198.0 $1.9M 0.44% NEW $38.03 +7.1%
49 KO COCA COLA CO Consumer Defensive 26,708.0 $1.9M 0.43% NEW $69.91 +15.9%
50 GS GOLDMAN SACHS GROUP INC Financial Services 2,110.0 $1.9M 0.43% NEW $879.00 +22.6%
51 RSP INVESCO EXCHANGE TRADED FD T 9,606.0 $1.8M 0.43% NEW $191.56 +9.9%
52 QQQ INVESCO QQQ TR Financial Services 2,940.0 $1.8M 0.42% NEW $614.39 +14.8%
53 QGRO AMERICAN CENTY ETF TR 15,699.0 $1.8M 0.42% NEW $114.52 -0.3%
54 VGT VANGUARD WORLD FD 2,344.0 $1.8M 0.41% NEW $753.91 -84.9%
55 QCOM QUALCOMM INC Technology 10,269.0 $1.8M 0.41% NEW $171.04 +13.0%
56 IVE ISHARES TR 8,106.0 $1.7M 0.40% NEW $212.07 +6.8%
57 ITOT ISHARES TR 11,540.0 $1.7M 0.40% NEW $148.69 +8.1%
58 EFV ISHARES TR 23,972.0 $1.7M 0.40% NEW $71.41 +5.9%
59 FPEI FIRST TR EXCH TRADED FD III 87,462.0 $1.7M 0.39% NEW $19.39 -0.3%
60 PAVE GLOBAL X FDS 34,246.0 $1.6M 0.38% NEW $47.79 +22.1%
Page 3 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%