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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 11 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FSK FS KKR CAP CORP Financial Services 61,266.0 $643K 0.13% +1K +1.7% $10.50 +14.2%
202 CGUS CAPITAL GROUP CORE EQUITY ET 14,313.0 $637K 0.12% -3K -15.9% $44.48 +1.4%
203 GMAY FIRST TR EXCHNG TRADED FD VI 14,770.0 $636K 0.12% $43.04 +1.7%
204 INNOVATOR ETFS TRUST 19,345.0 $622K 0.12% -111.0 -0.6% $32.14
205 MGK VANGUARD WORLD FD 7,047.0 $619K 0.12% +6K +398.7% $87.91 +1.0%
206 VOE VANGUARD INDEX FDS 3,094.0 $611K 0.12% $197.61 +5.6%
207 HDV ISHARES TR 22,306.0 $611K 0.12% +18K +432.9% $27.41 +8.8%
208 BOTZ GLOBAL X FDS 16,009.0 $607K 0.12% +2K +16.2% $37.94 -5.8%
209 VYMI VANGUARD WHITEHALL FDS 6,172.0 $606K 0.12% +274.0 +4.7% $98.20 +7.5%
210 GEV GE VERNOVA INC Utilities 515.0 $605K 0.12% +31.0 +6.4% $1174.88 -19.8%
211 LRCX LAM RESEARCH CORP Technology 1,379.0 $597K 0.12% +86.0 +6.7% $433.20 -28.3%
212 FALN ISHARES TR 21,864.0 $596K 0.12% +3K +18.8% $27.24 -0.6%
213 SHLD GLOBAL X FDS 9,804.0 $585K 0.12% +2K +21.5% $59.71 +10.1%
214 IWY ISHARES TR 2,013.0 $585K 0.12% -14.0 -0.7% $290.56 -2.2%
215 INNOVATOR ETFS TRUST 19,234.0 $578K 0.11% $30.04
216 BLCR BLACKROCK ETF TRUST 11,381.0 $573K 0.11% +920.0 +8.8% $50.37 -2.5%
217 CGSD CAPITAL GRP FIXED INCM ETF T 22,223.0 $572K 0.11% +8K +51.3% $25.73 +0.1%
218 XLG INVESCO EXCHANGE TRADED FD T 9,255.0 $567K 0.11% $61.23 +1.2%
219 IEMG ISHARES INC 6,821.0 $565K 0.11% +110.0 +1.6% $82.84 -1.6%
220 ISTB ISHARES TR 11,642.0 $562K 0.11% -248.0 -2.1% $48.25 -0.3%
Page 11 of 21  ·  417 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%