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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 13 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 AGGY WISDOMTREE TR 11,831.0 $514K 0.10% -532.0 -4.3% $43.48 -1.1%
242 DFAU DIMENSIONAL ETF TRUST 9,865.0 $510K 0.10% -1K -10.3% $51.69 +2.6%
243 NFLX NETFLIX INC. Communication Services 7,138.0 $510K 0.10% -1K -13.8% $71.40 +15.2%
244 HPQ HP INC Technology 23,126.0 $507K 0.10% $21.94 +34.5%
245 MTUM ISHARES TR 1,474.0 $505K 0.10% -30.0 -2.0% $342.80 -11.8%
246 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,576.0 $502K 0.10% $90.01 +20.6%
247 GGUS GOLDMAN SACHS ETF TR 7,212.0 $492K 0.10% +675.0 +10.3% $68.25 -2.6%
248 WTV WISDOMTREE TR 4,810.0 $489K 0.10% -421.0 -8.1% $101.72 +6.7%
249 PDEC INNOVATOR ETFS TRUST 10,612.0 $487K 0.10% -3K -19.7% $45.89 +2.0%
250 MSC INCOME FUND INC 41,917.0 $485K 0.10% +5K +12.3% $11.57
251 BWXT BWX TECHNOLOGIES INC Industrials 2,487.0 $484K 0.10% $194.66 -23.1%
252 GIGB GOLDMAN SACHS ETF TR 10,541.0 $484K 0.10% +1K +14.7% $45.91 -1.6%
253 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 5,009.0 $481K 0.10% -78.0 -1.5% $95.98 +24.4%
254 DFAS DIMENSIONAL ETF TRUST 5,828.0 $480K 0.09% -224.0 -3.7% $82.34 +0.3%
255 VHT VANGUARD WORLD FD 1,602.0 $479K 0.09% -178.0 -10.0% $298.96 +10.0%
256 PLD PROLOGIS INC. Real Estate 3,522.0 $477K 0.09% +25.0 +0.7% $135.47 +5.8%
257 GLW CORNING INC Technology 1,859.0 $475K 0.09% +93.0 +5.3% $255.41 -42.4%
258 SDSI AMERICAN CENTY ETF TR 9,103.0 $467K 0.09% +5K +102.5% $51.35 -0.2%
259 AMGN AMGEN INC Healthcare 1,274.0 $461K 0.09% +25.0 +2.0% $362.08 +22.1%
260 MS MORGAN STANLEY Financial Services 2,188.0 $457K 0.09% +97.0 +4.6% $209.04 +3.7%
Page 13 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%