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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 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 2,154.0 $708K 0.16% -23.0 -1.1% $328.91 +4.2%
42 EPI WISDOMTREE TR 17,282.0 $705K 0.16% -2K -9.4% $40.80 +5.7%
43 USMF WISDOMTREE TR 14,127.0 $698K 0.16% -1K -7.1% $49.38 +7.9%
44 ARKK ARK ETF TR 9,820.0 $664K 0.15% -91.0 -0.9% $67.59 +13.5%
45 CGUS CAPITAL GROUP CORE EQUITY ET 17,013.0 $654K 0.15% -906.0 -5.1% $38.42 +13.5%
46 BNOV INNOVATOR ETFS TRUST 14,934.0 $643K 0.14% -1K -8.5% $43.02 +9.7%
47 FSK FS KKR CAP CORP Financial Services 60,266.0 $614K 0.14% -2K -3.8% $10.18 -1.4%
48 ISTB ISHARES TR 11,890.0 $576K 0.13% -1K -8.2% $48.46 -0.5%
49 EVTR MORGAN STANLEY ETF TRUST 10,669.0 $541K 0.12% -4K -29.3% $50.75 +0.5%
50 AGGY WISDOMTREE TR 12,363.0 $537K 0.12% -1K -10.0% $43.45 +0.6%
51 BAR GRANITESHARES GOLD TR Financial Services 11,432.0 $527K 0.12% -201.0 -1.7% $46.13 -14.9%
52 NAPR INNOVATOR ETFS TRUST 9,560.0 $522K 0.12% -100.0 -1.0% $54.62 +7.4%
53 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,576.0 $509K 0.12% -470.0 -7.8% $91.37 -2.7%
54 XLG INVESCO EXCHANGE TRADED FD T 9,253.0 $505K 0.11% -16K -64.0% $54.55 +9.5%
55 VTI VANGUARD INDEX FDS 1,564.0 $502K 0.11% -30.0 -1.9% $320.78 +13.4%
56 DFAU DIMENSIONAL ETF TRUST 10,995.0 $496K 0.11% -449.0 -3.9% $45.12 +12.6%
57 WTV WISDOMTREE TR 5,231.0 $496K 0.11% -270.0 -4.9% $94.73 +8.0%
58 VHT VANGUARD WORLD FD 1,780.0 $485K 0.11% -12.0 -0.7% $272.39 +6.0%
59 IEMG ISHARES INC 6,711.0 $468K 0.11% -9K -56.6% $69.75 +16.8%
60 PLD PROLOGIS INC. Real Estate 3,497.0 $462K 0.10% -8K -69.8% $132.19 +6.6%
Page 3 of 5  ·  97 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%