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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SHYG ISHARES TR 6,122.0 $259K 0.06% -456.0 -6.9% $42.31 +0.1%
82 EFG ISHARES TR 2,323.0 $259K 0.06% -533.0 -18.7% $111.37 +9.3%
83 QSIG WISDOMTREE TR 5,324.0 $258K 0.06% -440.0 -7.6% $48.52 -0.1%
84 JPLD J P MORGAN EXCHANGE TRADED F 4,925.0 $257K 0.06% -3K -35.4% $52.19 -0.3%
85 UBER UBER TECHNOLOGIES INC Technology 3,553.0 $256K 0.06% -191.0 -5.1% $71.93 +2.7%
86 DON WISDOMTREE TR 4,835.0 $254K 0.06% -125.0 -2.5% $52.55 +7.0%
87 MTGP WISDOMTREE TR 5,642.0 $249K 0.06% -910.0 -13.9% $44.20 +0.4%
88 SYLD CAMBRIA ETF TR 3,279.0 $247K 0.06% -66.0 -2.0% $75.40 +4.6%
89 FIXD FIRST TR EXCHNG TRADED FD VI 5,632.0 $245K 0.06% -150.0 -2.6% $43.59 +0.6%
90 MA MASTERCARD INCORPORATED Financial Services 488.0 $244K 0.06% -19.0 -3.8% $499.20 -1.0%
91 SHW SHERWIN WILLIAMS CO Basic Materials 750.0 $240K 0.05% -17.0 -2.2% $320.49 +3.9%
92 IJH ISHARES TR 3,556.0 $240K 0.05% -226.0 -6.0% $67.53 +12.2%
93 EEMV ISHARES INC 3,644.0 $236K 0.05% -99.0 -2.6% $64.73 +14.8%
94 FOCT FIRST TR EXCHNG TRADED FD VI 4,800.0 $229K 0.05% -700.0 -12.7% $47.68 +8.6%
95 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,408.0 $207K 0.05% -16K -82.4% $60.65 -9.3%
96 DGRS WISDOMTREE TR 3,852.0 $204K 0.05% -474.0 -11.0% $52.96 +11.0%
97 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 15,625.0 $55K 0.01% -570.0 -3.5% $3.51 +21.1%
Page 5 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%