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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 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HPQ HP INC Technology 23,035.0 $443K 0.10% -430.0 -1.8% $19.21 +21.2%
62 DFAS DIMENSIONAL ETF TRUST 6,052.0 $430K 0.10% -140.0 -2.3% $71.13 +13.2%
63 GLDM WORLD GOLD TR Financial Services 4,495.0 $417K 0.09% -4K -47.2% $92.69 -14.9%
64 GOCT FIRST TR EXCHNG TRADED FD VI 10,540.0 $407K 0.09% -2K -12.5% $38.63 +6.7%
65 ACN ACCENTURE PLC IRELAND Technology 2,003.0 $397K 0.09% -257.0 -11.4% $198.29 -34.9%
66 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,276.0 $390K 0.09% -398.0 -4.6% $47.16 +6.2%
67 PJUN INNOVATOR ETFS TRUST 9,300.0 $389K 0.09% -300.0 -3.1% $41.83 +2.4%
68 KAPR INNOVATOR ETFS TRUST 10,481.0 $380K 0.09% -200.0 -1.9% $36.25 +9.0%
69 CGSD CAPITAL GRP FIXED INCM ETF T 14,684.0 $379K 0.09% -445.0 -2.9% $25.79 +0.0%
70 FMAY FIRST TR EXCHNG TRADED FD VI 7,058.0 $373K 0.08% -652.0 -8.5% $52.80 +5.3%
71 XOCT FIRST TR EXCHNG TRADED FD VI 9,730.0 $363K 0.08% -830.0 -7.9% $37.27 +5.5%
72 INNOVATOR ETFS TRUST 13,685.0 $352K 0.08% -2K -14.9% $25.70
73 WFC WELLS FARGO & CO Financial Services 4,416.0 $352K 0.08% -106.0 -2.3% $79.61 +5.7%
74 MS MORGAN STANLEY Financial Services 2,091.0 $344K 0.08% -17.0 -0.8% $164.57 +33.6%
75 VTWO VANGUARD SCOTTSDALE FDS 3,137.0 $314K 0.07% -114.0 -3.5% $100.17 +19.7%
76 CGMS CAPITAL GRP FIXED INCM ETF T 11,480.0 $313K 0.07% -492.0 -4.1% $27.23 +0.9%
77 BIZD VANECK ETF TRUST 24,211.0 $310K 0.07% -862.0 -3.4% $12.80 -4.6%
78 PAPR INNOVATOR ETFS TRUST 7,231.0 $288K 0.07% -300.0 -4.0% $39.80 +5.5%
79 IYW ISHARES TR 1,580.0 $287K 0.07% -398.0 -20.1% $181.41 +33.5%
80 BMAR INNOVATOR ETFS TRUST 4,950.0 $260K 0.06% -142.0 -2.8% $52.49 +8.6%
Page 4 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%