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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 12 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTI VANGUARD INDEX FDS 1,515.0 $561K 0.11% -49.0 -3.1% $370.00 +1.9%
222 WDC WESTERN DIGITAL CORP Technology 877.0 $560K 0.11% -94.0 -9.7% $638.72 -31.8%
223 BIL SPDR SERIES TRUST 6,062.0 $556K 0.11% +4K +141.7% $91.65 -0.0%
224 CGDG CAPITAL GROUP DIVIDEND GROWE 14,695.0 $551K 0.11% +4K +41.2% $37.51 +3.7%
225 SKYY FIRST TR EXCHANGE-TRADED FD 4,096.0 $551K 0.11% -193.0 -4.5% $134.56 +18.1%
226 PANW PALO ALTO NETWORKS INC Technology 1,611.0 $549K 0.11% +152.0 +10.4% $341.02 +2.9%
227 EPI WISDOMTREE TR 12,774.0 $546K 0.11% -5K -26.1% $42.78 +0.0%
228 FAUG FIRST TR EXCHNG TRADED FD VI 9,664.0 $546K 0.11% -1K -10.2% $56.51 +1.8%
229 IBM INTERNATIONAL BUSINESS MACHS Technology 1,938.0 $545K 0.11% -231.0 -10.7% $281.26 -17.9%
230 PFFA ETFIS SER TR I 26,258.0 $540K 0.11% -284.0 -1.1% $20.57 +1.8%
231 GAA CAMBRIA ETF TR 15,676.0 $539K 0.11% $34.38 +4.9%
232 GEM GOLDMAN SACHS ETF TR 10,337.0 $538K 0.11% +313.0 +3.1% $52.00 -2.8%
233 BDEC INNOVATOR ETFS TRUST 10,064.0 $535K 0.10% -1K -12.0% $53.20 +2.1%
234 GRID FIRST TR EXCHANGE-TRADED FD 2,778.0 $533K 0.10% +850.0 +44.1% $191.73 -7.1%
235 LMT LOCKHEED MARTIN CORP Industrials 1,041.0 $531K 0.10% -8.0 -0.8% $509.62 +10.7%
236 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,107.0 $529K 0.10% +42.0 +3.9% $477.77 -14.2%
237 VXUS VANGUARD STAR FDS 6,162.0 $527K 0.10% +3K +82.4% $85.49 +2.0%
238 NAPR INNOVATOR ETFS TRUST 8,872.0 $525K 0.10% -688.0 -7.2% $59.20 +1.2%
239 QFLR INNOVATOR ETFS TRUST 14,206.0 $518K 0.10% +337.0 +2.4% $36.48 -4.7%
240 LECO LINCOLN ELEC HLDGS INC Industrials 1,952.0 $518K 0.10% -385.0 -16.5% $265.49 +6.3%
Page 12 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%