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Portfolio (Quarterly) Guide ↗

Beacon Financial Advisory LLC

· CIK 0001800502
13F Portfolio $443M AUM 402 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 52 New 166 Added 97 Reduced 21 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WM WASTE MGMT INC DEL Industrials 929.0 $214K 0.05% NEW $229.84 -4.8%
42 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 734.0 $213K 0.05% NEW $290.63 -4.1%
43 NLR VANECK ETF TRUST 1,597.0 $213K 0.05% NEW $133.19 -10.3%
44 JCPB J P MORGAN EXCHANGE TRADED F 4,440.0 $209K 0.05% NEW $47.07 -0.1%
45 DFSV DIMENSIONAL ETF TRUST 5,959.0 $209K 0.05% NEW $35.04 +9.5%
46 VO VANGUARD INDEX FDS 726.0 $209K 0.05% NEW $287.35 -72.1%
47 B BARRICK MNG CORP Basic Materials 5,108.0 $208K 0.05% NEW $40.79 -10.6%
48 DUK DUKE ENERGY CORP NEW Utilities 1,571.0 $206K 0.05% NEW $130.92 -3.4%
49 SDY SPDR SERIES TRUST 1,400.0 $204K 0.05% NEW $145.99 +3.5%
50 DIHP DIMENSIONAL ETF TRUST 6,231.0 $201K 0.04% NEW $32.22 +4.2%
51 DIA STATE STR SPDR DOW JONES IND Financial Services 433.0 $201K 0.04% NEW $463.19 +11.9%
52 AGNC AGNC INVT CORP Real Estate 10,555.0 $106K 0.02% NEW $10.03 +4.6%
Page 3 of 3  ·  52 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 25.0%
Financial Services 19.4%
Consumer Cyclical 11.2%
Consumer Defensive 9.4%
Communication Services 9.1%
Industrials 8.2%
Healthcare 6.6%
Energy 4.5%
Basic Materials 2.6%
Utilities 2.5%