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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 16 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 CGMS CAPITAL GRP FIXED INCM ETF T 11,480.0 $313K 0.07% -492.0 -4.1% $27.23 +0.9%
302 VOT VANGUARD INDEX FDS 1,208.0 $311K 0.07% +201.0 +20.0% $257.45 +16.7%
303 SPLV INVESCO EXCH TRADED FD TR II 4,245.0 $310K 0.07% $73.13 +1.8%
304 BIZD VANECK ETF TRUST 24,211.0 $310K 0.07% -862.0 -3.4% $12.80 -4.6%
305 XSW SPDR SERIES TRUST 2,156.0 $307K 0.07% +133.0 +6.6% $142.31 +13.9%
306 FFEB FIRST TR EXCHNG TRADED FD VI 5,490.0 $307K 0.07% $55.85 +8.2%
307 VLO VALERO ENERGY CORP Energy 1,204.0 $298K 0.07% NEW $247.09 -2.1%
308 GSID GOLDMAN SACHS ETF TR 4,233.0 $296K 0.07% NEW $69.89 +5.4%
309 FJUL FIRST TR EXCHNG TRADED FD VI 5,320.0 $291K 0.07% $54.72 +8.0%
310 INNOVATOR ETFS TRUST 10,537.0 $289K 0.07% NEW $27.39
311 PAPR INNOVATOR ETFS TRUST 7,231.0 $288K 0.07% -300.0 -4.0% $39.80 +5.4%
312 ANET ARISTA NETWORKS INC Technology 2,340.0 $287K 0.07% +127.0 +5.7% $122.78 +32.8%
313 IXUS ISHARES TR 3,309.0 $287K 0.07% $86.64 +8.2%
314 IYW ISHARES TR 1,580.0 $287K 0.07% -398.0 -20.1% $181.41 +32.9%
315 VT VANGUARD INTL EQUITY INDEX F 2,067.0 $286K 0.07% $138.33 +11.3%
316 AMD ADVANCED MICRO DEVICES INC Technology 1,389.0 $283K 0.06% +140.0 +11.2% $203.43 +150.0%
317 INNOVATOR ETFS TRUST 9,980.0 $281K 0.06% $28.21
318 BSEP INNOVATOR ETFS TRUST 5,834.0 $281K 0.06% $48.08 +8.6%
319 LRCX LAM RESEARCH CORP Technology 1,293.0 $276K 0.06% +25.0 +2.0% $213.73 +69.7%
320 INNOVATOR ETFS TRUST 13,067.0 $276K 0.06% $21.12
Page 16 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%