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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 5 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RDVY FIRST TR EXCHANGE TRADED FD 18,645.0 $1.3M 0.30% NEW $69.47 +13.6%
82 CIBR FIRST TR EXCHANGE TRADED FD 18,015.0 $1.3M 0.30% NEW $71.45 +17.3%
83 CRWD CROWDSTRIKE HLDGS INC Technology 2,714.0 $1.3M 0.29% NEW $468.76 +43.6%
84 PFE PFIZER INC Healthcare 49,862.0 $1.2M 0.29% NEW $24.90 -3.4%
85 CAH CARDINAL HEALTH INC Healthcare 5,787.0 $1.2M 0.28% NEW $205.51 +13.4%
86 FE FIRSTENERGY CORP Utilities 26,423.0 $1.2M 0.27% NEW $44.77 +6.8%
87 MO ALTRIA GROUP INC Consumer Defensive 20,489.0 $1.2M 0.27% NEW $57.66 +25.0%
88 BOND PIMCO ETF TR 12,659.0 $1.2M 0.27% NEW $93.08 -0.8%
89 USB US BANCORP DEL Financial Services 22,063.0 $1.2M 0.27% NEW $53.36 +12.6%
90 CAT CATERPILLAR INC Industrials 2,041.0 $1.2M 0.27% NEW $572.87 +73.6%
91 VOO VANGUARD INDEX FDS 1,864.0 $1.2M 0.27% NEW $627.05 +7.8%
92 XLK SELECT SECTOR SPDR TR 7,989.0 $1.2M 0.27% NEW $143.97 +27.2%
93 SCHG SCHWAB STRATEGIC TR 35,252.0 $1.1M 0.27% NEW $32.62 +1.1%
94 XLY SELECT SECTOR SPDR TR 9,365.0 $1.1M 0.26% NEW $119.40 -3.6%
95 DFIV DIMENSIONAL ETF TRUST 22,296.0 $1.1M 0.26% NEW $49.90 +7.6%
96 EPS WISDOMTREE TR 15,543.0 $1.1M 0.26% NEW $70.86 +8.4%
97 GOOG ALPHABET INC Communication Services 3,485.0 $1.1M 0.25% NEW $313.81 +9.9%
98 IAGG ISHARES TR 21,739.0 $1.1M 0.25% NEW $50.01 +1.1%
99 DIS DISNEY WALT CO Communication Services 9,463.0 $1.1M 0.25% NEW $113.76 -11.1%
100 AEP AMERICAN ELEC PWR CO INC Utilities 9,316.0 $1.1M 0.25% NEW $115.31 +17.0%
Page 5 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%