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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 15 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PJUN INNOVATOR ETFS TRUST 9,300.0 $402K 0.08% $43.23 +1.6%
282 IAPR INNOVATOR ETFS TRUST 11,968.0 $397K 0.08% $33.21 +2.8%
283 FMAY FIRST TR EXCHNG TRADED FD VI 7,058.0 $397K 0.08% $56.20 +1.7%
284 PM PHILIP MORRIS INTL INC Consumer Defensive 2,169.0 $392K 0.08% +197.0 +10.0% $180.87 +5.9%
285 IYW ISHARES TR 1,550.0 $391K 0.08% -30.0 -1.9% $252.22 -3.2%
286 OUSA ALPS ETF TR 6,699.0 $391K 0.08% $58.33 +7.4%
287 DFAI DIMENSIONAL ETF TRUST 9,472.0 $391K 0.08% -518.0 -5.2% $41.25 +4.9%
288 ANNALY CAPITAL MANAGEMENT IN 17,411.0 $389K 0.08% -3K -12.6% $22.36
289 INNOVATOR ETFS TRUST 13,685.0 $388K 0.08% $28.38
290 XLB SELECT SECTOR SPDR TR 7,562.0 $384K 0.08% $50.83 +5.4%
291 XOCT FIRST TR EXCHNG TRADED FD VI 9,730.0 $384K 0.08% $39.50 +1.5%
292 BNDX VANGUARD CHARLOTTE FDS 7,757.0 $376K 0.07% $48.43 -1.6%
293 CGVV CAPITAL GROUP EQUITY ETF TR 12,115.0 $374K 0.07% NEW $30.90 +4.3%
294 DFCF DIMENSIONAL ETF TRUST 8,861.0 $374K 0.07% -424.0 -4.6% $42.21 -1.6%
295 GLD SPDR GOLD TR Financial Services 1,014.0 $374K 0.07% -112.0 -9.9% $368.38 +15.8%
296 XSW SPDR SERIES TRUST 2,156.0 $370K 0.07% $171.83 +17.2%
297 GLDM WORLD GOLD TR Financial Services 4,658.0 $370K 0.07% +163.0 +3.6% $79.42 +15.9%
298 WOR WORTHINGTON ENTERPRISES INC Industrials 6,839.0 $368K 0.07% $53.76 +5.6%
299 GSID GOLDMAN SACHS ETF TR 4,840.0 $364K 0.07% +607.0 +14.3% $75.14 +4.1%
300 TJUL INNOVATOR ETFS TRUST 11,930.0 $361K 0.07% $30.23 +1.0%
Page 15 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%