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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 14 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 HON HONEYWELL INTL INC Industrials 1,793.0 $405K 0.09% +40.0 +2.3% $226.01 +0.6%
262 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 11,327.0 $401K 0.09% $35.44 -15.4%
263 EMR EMERSON ELEC CO Industrials 3,046.0 $399K 0.09% +374.0 +14.0% $131.01 +8.0%
264 ACN ACCENTURE PLC IRELAND Technology 2,003.0 $397K 0.09% -257.0 -11.4% $198.29 -34.9%
265 DFCF DIMENSIONAL ETF TRUST 9,285.0 $392K 0.09% $42.22 +0.1%
266 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,276.0 $390K 0.09% -398.0 -4.6% $47.16 +6.2%
267 DFAI DIMENSIONAL ETF TRUST 9,990.0 $389K 0.09% $38.96 +4.6%
268 PJUN INNOVATOR ETFS TRUST 9,300.0 $389K 0.09% -300.0 -3.1% $41.83 +2.4%
269 KAPR INNOVATOR ETFS TRUST 10,481.0 $380K 0.09% -200.0 -1.9% $36.25 +9.0%
270 IAPR INNOVATOR ETFS TRUST 11,968.0 $379K 0.09% +462.0 +4.0% $31.67 +4.0%
271 GGUS GOLDMAN SACHS ETF TR 6,537.0 $379K 0.09% +1K +22.2% $57.98 +12.9%
272 CGSD CAPITAL GRP FIXED INCM ETF T 14,684.0 $379K 0.09% -445.0 -2.9% $25.79 +0.0%
273 XLB SELECT SECTOR SPDR TR 7,549.0 $377K 0.09% +522.0 +7.4% $49.97 +2.4%
274 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,628.0 $376K 0.09% +48.0 +3.0% $230.89 +13.5%
275 CGDG CAPITAL GROUP DIVIDEND GROWE 10,408.0 $374K 0.08% NEW $35.90 +3.9%
276 FMAY FIRST TR EXCHNG TRADED FD VI 7,058.0 $373K 0.08% -652.0 -8.5% $52.80 +5.3%
277 BNDX VANGUARD CHARLOTTE FDS 7,745.0 $372K 0.08% +772.0 +11.1% $48.05 +0.9%
278 OUSA ALPS ETF TR 6,676.0 $372K 0.08% $55.67 +3.9%
279 XOCT FIRST TR EXCHNG TRADED FD VI 9,730.0 $363K 0.08% -830.0 -7.9% $37.27 +5.5%
280 MTUM ISHARES TR 1,504.0 $361K 0.08% +36.0 +2.5% $239.94 +36.9%
Page 14 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%