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Portfolio (Quarterly) Guide ↗

Beacon Financial Advisory LLC

· CIK 0001800502
13F Portfolio $508M AUM 417 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 165 Added 132 Reduced 17 Exited
Page 3 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETN EATON CORP PLC Industrials 2,132.0 $908K 0.18% -93.0 -4.2% $426.12 -4.1%
42 DGRW WISDOMTREE TR 9,300.0 $889K 0.17% -325.0 -3.4% $95.62 +3.8%
43 AVEM AMERICAN CENTY ETF TR 9,177.0 $885K 0.17% -2K -17.2% $96.49 -3.5%
44 DIS DISNEY WALT CO Communication Services 9,174.0 $883K 0.17% -54.0 -0.6% $96.25 +14.9%
45 LOW LOWES COS INC Consumer Cyclical 3,942.0 $869K 0.17% -202.0 -4.9% $220.49 -1.6%
46 JNJ JOHNSON & JOHNSON Healthcare 3,375.0 $857K 0.17% -19.0 -0.6% $253.95 +7.5%
47 VEA VANGUARD TAX-MANAGED FDS 11,646.0 $830K 0.16% -237.0 -2.0% $71.25 +2.5%
48 PSEP INNOVATOR ETFS TRUST 17,836.0 $821K 0.16% -2K -9.7% $46.05 +1.6%
49 IAU ISHARES GOLD TR Financial Services 10,772.0 $813K 0.16% -710.0 -6.2% $75.51 +15.8%
50 THRO BLACKROCK ETF TRUST 18,046.0 $778K 0.15% -4K -17.3% $43.11 +0.7%
51 CSCO CISCO SYS INC Technology 6,507.0 $764K 0.15% -209.0 -3.1% $117.45 -6.1%
52 MDT MEDTRONIC PLC Healthcare 9,721.0 $760K 0.15% -167.0 -1.7% $78.23 +18.8%
53 USMF WISDOMTREE TR 13,798.0 $748K 0.15% -329.0 -2.3% $54.24 -1.9%
54 XLI SELECT SECTOR SPDR TR 4,030.0 $747K 0.15% -39.0 -1.0% $185.24 -3.4%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 739.0 $692K 0.14% -26.0 -3.4% $935.87 +3.8%
56 XLE SELECT SECTOR SPDR TR 12,595.0 $669K 0.13% -222.0 -1.7% $53.11 +18.8%
57 CGUS CAPITAL GROUP CORE EQUITY ET 14,313.0 $637K 0.12% -3K -15.9% $44.48 +1.2%
58 INNOVATOR ETFS TRUST 19,345.0 $622K 0.12% -111.0 -0.6% $32.14
59 IWY ISHARES TR 2,013.0 $585K 0.12% -14.0 -0.7% $290.56 -2.7%
60 ISTB ISHARES TR 11,642.0 $562K 0.11% -248.0 -2.1% $48.25 -0.4%
Page 3 of 7  ·  132 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 31.5%
Financial Services 19.0%
Consumer Cyclical 10.7%
Industrials 9.4%
Communication Services 7.2%
Consumer Defensive 7.0%
Healthcare 6.2%
Basic Materials 2.5%
Utilities 2.5%
Energy 2.4%