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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PJAN INNOVATOR ETFS TRUST 9,084.0 $450K 0.09% -735.0 -7.5% $49.49 +1.8%
82 INDA ISHARES TR 9,030.0 $446K 0.09% -748.0 -7.7% $49.39 -0.1%
83 CVX CHEVRON CORPORATION Energy 2,663.0 $441K 0.09% -6K -70.7% $165.76 +22.5%
84 EVTR MORGAN STANLEY ETF TRUST 8,623.0 $437K 0.09% -2K -19.2% $50.71 -1.0%
85 IYW ISHARES TR 1,550.0 $391K 0.08% -30.0 -1.9% $252.22 -3.2%
86 DFAI DIMENSIONAL ETF TRUST 9,472.0 $391K 0.08% -518.0 -5.2% $41.25 +4.9%
87 ANNALY CAPITAL MANAGEMENT IN 17,411.0 $389K 0.08% -3K -12.6% $22.36
88 DFCF DIMENSIONAL ETF TRUST 8,861.0 $374K 0.07% -424.0 -4.6% $42.21 -1.6%
89 GLD SPDR GOLD TR Financial Services 1,014.0 $374K 0.07% -112.0 -9.9% $368.38 +15.8%
90 INSM INSMED INC Healthcare 3,263.0 $348K 0.07% -25.0 -0.8% $106.62 +16.3%
91 DSI ISHARES TR 2,443.0 $348K 0.07% -290.0 -10.6% $142.40 +2.5%
92 WFC WELLS FARGO & CO Financial Services 4,209.0 $348K 0.07% -207.0 -4.7% $82.64 +2.5%
93 CGIC CAPITAL GROUP INTERNATIONAL 9,546.0 $347K 0.07% -672.0 -6.6% $36.39 +1.6%
94 UPS UNITED PARCEL SVCS INC Industrials 3,216.0 $346K 0.07% -1K -31.5% $107.50 -4.4%
95 MAR MARRIOTT INTL INC NEW Consumer Cyclical 929.0 $344K 0.07% -144.0 -13.4% $370.59 -2.8%
96 CRM SALESFORCE INC Technology 2,194.0 $344K 0.07% -731.0 -25.0% $156.66 +33.5%
97 BLK BLACKROCK INC Financial Services 354.0 $340K 0.07% -11.0 -3.0% $961.56 +21.9%
98 RVT ROYCE SMALL CAP TRUST INC Financial Services 18,219.0 $337K 0.07% -803.0 -4.2% $18.47 +0.6%
99 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,027.0 $333K 0.07% -300.0 -2.6% $30.17 +17.1%
100 VTWO VANGUARD SCOTTSDALE FDS 2,717.0 $330K 0.07% -420.0 -13.4% $121.42 -0.8%
Page 5 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%