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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 14 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MRVL MARVELL TECHNOLOGY INC Technology 1,531.0 $456K 0.09% NEW $297.92 -23.0%
262 FIRST TR EXCHNG TRADED FD VI 13,570.0 $456K 0.09% $33.60
263 EMR EMERSON ELEC CO Industrials 3,171.0 $454K 0.09% +125.0 +4.1% $143.13 +10.1%
264 BAR GRANITESHARES GOLD TR Financial Services 11,432.0 $452K 0.09% $39.53 +15.9%
265 PJAN INNOVATOR ETFS TRUST 9,084.0 $450K 0.09% -735.0 -7.5% $49.49 +1.8%
266 INDA ISHARES TR 9,030.0 $446K 0.09% -748.0 -7.7% $49.39 -0.1%
267 CVX CHEVRON CORPORATION Energy 2,663.0 $441K 0.09% -6K -70.7% $165.76 +22.5%
268 GOCT FIRST TR EXCHNG TRADED FD VI 10,540.0 $438K 0.09% $41.54 +1.8%
269 EVTR MORGAN STANLEY ETF TRUST 8,623.0 $437K 0.09% -2K -19.2% $50.71 -1.0%
270 IALT BLACKROCK ETF TRUST 15,524.0 $435K 0.09% NEW $28.05 +3.0%
271 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,281.0 $432K 0.09% $52.15 +7.7%
272 PDBC INVESCO ACTVELY MNGD ETC FD 26,886.0 $427K 0.08% +11K +73.0% $15.88 +16.3%
273 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,697.0 $424K 0.08% +60.0 +3.7% $249.98 -6.6%
274 SPACE EXPLORATION TECHN CORP 2,467.0 $422K 0.08% NEW $170.86
275 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,632.0 $418K 0.08% $255.82 +32.6%
276 KAPR INNOVATOR ETFS TRUST 10,481.0 $417K 0.08% $39.80 +1.2%
277 ARKB ARK 21SHARES BITCOIN ETF Financial Services 21,257.0 $414K 0.08% +449.0 +2.2% $19.46 +34.2%
278 ANET ARISTA NETWORKS INC Technology 2,418.0 $411K 0.08% +78.0 +3.3% $169.88 +10.8%
279 DE DEERE & CO Industrials 646.0 $410K 0.08% +15.0 +2.4% $634.33 +2.3%
280 ACN ACCENTURE PLC IRELAND Technology 3,239.0 $403K 0.08% +1K +61.7% $124.44 +49.9%
Page 14 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%