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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 18 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 INNOVATOR ETFS TRUST 13,067.0 $287K 0.06% $21.97
342 TXN TEXAS INSTRS INC Technology 962.0 $287K 0.06% NEW $298.02 -13.1%
343 IYC ISHARES TR 2,832.0 $286K 0.06% $101.11 +2.3%
344 BMAR INNOVATOR ETFS TRUST 4,950.0 $285K 0.06% $57.63 +2.0%
345 LIN LINDE PLC Basic Materials 548.0 $284K 0.06% +14.0 +2.6% $519.12 -5.6%
346 GFEB FIRST TR EXCHNG TRADED FD VI 6,455.0 $284K 0.06% $44.03 +1.6%
347 VRTX VERTEX PHARMACEUTICALS INC Healthcare 562.0 $279K 0.06% -7.0 -1.2% $496.73 +10.2%
348 IXJ ISHARES TR 2,830.0 $278K 0.06% +24.0 +0.9% $98.38 +8.6%
349 UOCT INNOVATOR ETFS TRUST 6,736.0 $277K 0.06% $41.11 +1.9%
350 HYS PIMCO ETF TR 2,944.0 $275K 0.05% +32.0 +1.1% $93.51 -0.6%
351 CGMS CAPITAL GRP FIXED INCM ETF T 10,022.0 $274K 0.05% -1K -12.7% $27.33 -0.6%
352 IBIT ISHARES BITCOIN TRUST ETF Financial Services 8,215.0 $273K 0.05% -3K -24.4% $33.29 +34.1%
353 JPLD J P MORGAN EXCHANGE TRADED F 5,200.0 $271K 0.05% +275.0 +5.6% $52.19 -0.3%
354 IMAY INNOVATOR ETFS TRUST 8,517.0 $270K 0.05% +1K +14.5% $31.73 +2.7%
355 ISEP INNOVATOR ETFS TRUST 7,790.0 $270K 0.05% -290.0 -3.6% $34.60 +2.6%
356 UFEB INNOVATOR ETFS TRUST 6,973.0 $270K 0.05% $38.65 +1.7%
357 XBI SPDR SERIES TRUST 1,688.0 $267K 0.05% NEW $158.26 +3.7%
358 PWR QUANTA SVCS INC Industrials 367.0 $264K 0.05% NEW $720.04 -14.3%
359 MINT PIMCO ETF TR 2,618.0 $264K 0.05% -26.0 -1.0% $100.81 -0.1%
360 DON WISDOMTREE TR 4,627.0 $261K 0.05% -208.0 -4.3% $56.51 +3.1%
Page 18 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%