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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 11 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HDV ISHARES TR 4,186.0 $568K 0.13% +3K +148.7% $135.72 -79.8%
202 INNOVATOR ETFS TRUST 19,456.0 $566K 0.13% NEW $29.09
203 PDEC INNOVATOR ETFS TRUST 13,212.0 $562K 0.13% $42.50 +7.1%
204 FAUG FIRST TR EXCHNG TRADED FD VI 10,764.0 $557K 0.13% $51.78 +8.0%
205 VYMI VANGUARD WHITEHALL FDS 5,898.0 $556K 0.12% +73.0 +1.2% $94.24 +3.6%
206 ACMR ACM RESH INC Technology 14,055.0 $553K 0.12% $39.35 +158.2%
207 BDEC INNOVATOR ETFS TRUST 11,435.0 $549K 0.12% $48.00 +9.5%
208 PNC PNC FINL SVCS GROUP INC Financial Services 2,631.0 $547K 0.12% +32.0 +1.2% $208.06 +15.3%
209 CRM SALESFORCE INC Technology 2,925.0 $546K 0.12% +679.0 +30.2% $186.65 -18.2%
210 BSV VANGUARD BD INDEX FDS 6,913.0 $542K 0.12% +2K +52.8% $78.41 -0.7%
211 EVTR MORGAN STANLEY ETF TRUST 10,669.0 $541K 0.12% -4K -29.3% $50.75 +0.5%
212 PFFA ETFIS SER TR I 26,542.0 $540K 0.12% +460.0 +1.8% $20.36 +1.9%
213 INSM INSMED INC Healthcare 3,288.0 $538K 0.12% $163.52 -36.7%
214 AGGY WISDOMTREE TR 12,363.0 $537K 0.12% -1K -10.0% $43.45 +0.6%
215 BAR GRANITESHARES GOLD TR Financial Services 11,432.0 $527K 0.12% -201.0 -1.7% $46.13 -14.9%
216 IBM INTERNATIONAL BUSINESS MACHS Technology 2,169.0 $526K 0.12% +17.0 +0.8% $242.36 +8.5%
217 VBK VANGUARD INDEX FDS 1,736.0 $525K 0.12% +63.0 +3.8% $302.31 +17.3%
218 GAA CAMBRIA ETF TR 15,676.0 $524K 0.12% $33.45 +2.8%
219 FEGE RBB FUND TRUST 11,122.0 $523K 0.12% NEW $47.00 +3.4%
220 BAC BANK AMERICA CORP Financial Services 10,714.0 $522K 0.12% +199.0 +1.9% $48.75 +18.4%
Page 11 of 21  ·  402 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%