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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 STIP ISHARES TR 3,123.0 $319K 0.06% -359.0 -10.3% $102.17 -1.3%
102 INNOVATOR ETFS TRUST 10,395.0 $315K 0.06% -142.0 -1.4% $30.34
103 INNOVATOR ETFS TRUST 9,850.0 $304K 0.06% -130.0 -1.3% $30.84
104 BIZD VANECK ETF TRUST 23,847.0 $302K 0.06% -364.0 -1.5% $12.66 +6.2%
105 BJAN INNOVATOR ETFS TRUST 5,072.0 $299K 0.06% -880.0 -14.8% $58.87 +2.1%
106 FFEB FIRST TR EXCHNG TRADED FD VI 4,800.0 $293K 0.06% -690.0 -12.6% $60.98 +2.0%
107 VXF VANGUARD INDEX FDS 1,179.0 $290K 0.06% -87.0 -6.9% $246.21 -1.1%
108 VOT VANGUARD INDEX FDS 942.0 $288K 0.06% -266.0 -22.0% $306.16 -1.3%
109 PGR PROGRESSIVE CORP Financial Services 1,318.0 $288K 0.06% -43.0 -3.2% $218.53 +2.5%
110 VRTX VERTEX PHARMACEUTICALS INC Healthcare 562.0 $279K 0.06% -7.0 -1.2% $496.73 +10.2%
111 CGMS CAPITAL GRP FIXED INCM ETF T 10,022.0 $274K 0.05% -1K -12.7% $27.33 -0.6%
112 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,215.0 $273K 0.05% -3K -24.4% $33.29 +34.1%
113 ISEP INNOVATOR ETFS TRUST 7,790.0 $270K 0.05% -290.0 -3.6% $34.60 +2.6%
114 MINT PIMCO ETF TR 2,618.0 $264K 0.05% -26.0 -1.0% $100.81 -0.1%
115 DON WISDOMTREE TR 4,627.0 $261K 0.05% -208.0 -4.3% $56.51 +3.1%
116 VZ VERIZON COMMUNICATIONS INC Communication Services 6,104.0 $258K 0.05% -19K -75.8% $42.34 +18.4%
117 EEMV ISHARES INC 3,398.0 $256K 0.05% -246.0 -6.8% $75.28 -1.0%
118 UBER UBER TECHNOLOGIES INC Technology 3,502.0 $253K 0.05% -51.0 -1.4% $72.16 +9.9%
119 ENERGY TRANSFER L P 21,766.0 $249K 0.05% -707.0 -3.1% $11.46
120 MTGP WISDOMTREE TR 5,489.0 $242K 0.05% -153.0 -2.7% $44.16 -1.0%
Page 6 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%