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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 13 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QFLR INNOVATOR ETFS TRUST 13,869.0 $462K 0.10% +557.0 +4.2% $33.30 +5.8%
242 INDA ISHARES TR 9,778.0 $458K 0.10% $46.84 +5.6%
243 BOTZ GLOBAL X FDS 13,776.0 $458K 0.10% +3K +25.5% $33.22 +9.7%
244 MSC INCOME FUND INC 37,325.0 $455K 0.10% NEW $12.18
245 PJAN INNOVATOR ETFS TRUST 9,819.0 $453K 0.10% +61.0 +0.6% $46.13 +6.5%
246 QTUM ETF SER SOLUTIONS 4,194.0 $450K 0.10% +396.0 +10.4% $107.31 +47.9%
247 HPQ HP INC Technology 23,035.0 $443K 0.10% -430.0 -1.8% $19.21 +20.4%
248 FIRST TR EXCHNG TRADED FD VI 13,570.0 $441K 0.10% $32.53
249 AMGN AMGEN INC Healthcare 1,249.0 $439K 0.10% +44.0 +3.6% $351.76 -0.3%
250 GEM GOLDMAN SACHS ETF TR 10,024.0 $433K 0.10% +1K +12.2% $43.20 +17.8%
251 DFAS DIMENSIONAL ETF TRUST 6,052.0 $430K 0.10% -140.0 -2.3% $71.13 +12.9%
252 BLCR BLACKROCK ETF TRUST 10,461.0 $430K 0.10% NEW $41.06 +20.0%
253 INTC INTEL CORP Technology 9,689.0 $428K 0.10% +422.0 +4.5% $44.13 +196.0%
254 GEV GE VERNOVA INC Utilities 484.0 $422K 0.10% +40.0 +9.0% $872.92 +20.1%
255 ANNALY CAPITAL MANAGEMENT IN 19,920.0 $421K 0.10% +632.0 +3.3% $21.15
256 GIGB GOLDMAN SACHS ETF TR 9,194.0 $421K 0.10% +2K +24.3% $45.80 +0.5%
257 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,865.0 $417K 0.09% +720.0 +7.1% $38.42 -12.7%
258 GLDM WORLD GOLD TR Financial Services 4,495.0 $417K 0.09% -4K -47.2% $92.69 -15.0%
259 AMAT APPLIED MATLS INC Technology 1,196.0 $409K 0.09% +83.0 +7.5% $341.71 +68.8%
260 GOCT FIRST TR EXCHNG TRADED FD VI 10,540.0 $407K 0.09% -2K -12.5% $38.63 +6.7%
Page 13 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%