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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 18 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SHY ISHARES TR 3,120.0 $258K 0.06% NEW $82.57 -0.6%
342 UOCT INNOVATOR ETFS TRUST 6,736.0 $258K 0.06% $38.24 +6.8%
343 JPLD J P MORGAN EXCHANGE TRADED F 4,925.0 $257K 0.06% -3K -35.4% $52.19 -0.3%
344 UBER UBER TECHNOLOGIES INC Technology 3,553.0 $256K 0.06% -191.0 -5.1% $71.93 +2.4%
345 VRTX VERTEX PHARMACEUTICALS INC Healthcare 569.0 $254K 0.06% +27.0 +5.0% $446.54 +7.0%
346 DON WISDOMTREE TR 4,835.0 $254K 0.06% -125.0 -2.5% $52.55 +6.8%
347 UFEB INNOVATOR ETFS TRUST 6,973.0 $253K 0.06% $36.30 +5.7%
348 TMO THERMO FISHER SCIENTIFIC INC Healthcare 513.0 $252K 0.06% +116.0 +29.2% $491.78 -1.1%
349 MTGP WISDOMTREE TR 5,642.0 $249K 0.06% -910.0 -13.9% $44.20 +0.2%
350 SYLD CAMBRIA ETF TR 3,279.0 $247K 0.06% -66.0 -2.0% $75.40 +4.5%
351 DELL DELL TECHNOLOGIES INC Technology 1,498.0 $246K 0.06% NEW $164.08 +161.7%
352 FIXD FIRST TR EXCHNG TRADED FD VI 5,632.0 $245K 0.06% -150.0 -2.6% $43.59 +0.7%
353 MA MASTERCARD INCORPORATED Financial Services 488.0 $244K 0.06% -19.0 -3.8% $499.20 -1.2%
354 NKE NIKE INC Consumer Cyclical 4,574.0 $242K 0.06% $52.82 -20.7%
355 F FORD MTR CO Consumer Cyclical 20,897.0 $241K 0.05% $11.54 +19.4%
356 SHW SHERWIN WILLIAMS CO Basic Materials 750.0 $240K 0.05% -17.0 -2.2% $320.49 +4.5%
357 BAPR INNOVATOR ETFS TRUST 4,905.0 $240K 0.05% $48.98 +7.7%
358 IJH ISHARES TR 3,556.0 $240K 0.05% -226.0 -6.0% $67.53 +11.8%
359 GLW CORNING INC Technology 1,766.0 $240K 0.05% NEW $135.96 +52.5%
360 URA GLOBAL X FDS 4,922.0 $238K 0.05% NEW $48.43 -8.3%
Page 18 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%