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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 19 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 EEMV ISHARES INC 3,644.0 $236K 0.05% -99.0 -2.6% $64.73 +14.5%
362 IDU ISHARES TR 2,018.0 $234K 0.05% NEW $116.09 -1.9%
363 PANW PALO ALTO NETWORKS INC Technology 1,459.0 $234K 0.05% NEW $160.32 +81.5%
364 IJUL INNOVATOR ETFS TRUST 6,885.0 $232K 0.05% $33.75 +5.8%
365 COF CAPITAL ONE FINL CORP Financial Services 1,268.0 $231K 0.05% +39.0 +3.2% $182.43 +8.4%
366 GSSC GOLDMAN SACHS ETF TR 3,101.0 $231K 0.05% NEW $74.55 +19.3%
367 SDSI AMERICAN CENTY ETF TR 4,495.0 $231K 0.05% NEW $51.29 -0.0%
368 SPTL SPDR SERIES TRUST 8,761.0 $230K 0.05% NEW $26.30 -0.6%
369 BIL SPDR SERIES TRUST 2,508.0 $230K 0.05% NEW $91.65 -0.1%
370 FOCT FIRST TR EXCHNG TRADED FD VI 4,800.0 $229K 0.05% -700.0 -12.7% $47.68 +8.6%
371 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 9,250.0 $226K 0.05% $24.39 -20.3%
372 SHEL SHELL PLC Energy 2,415.0 $225K 0.05% NEW $93.00 -14.5%
373 CW CURTISS WRIGHT CORP Industrials 329.0 $224K 0.05% NEW $681.49 +12.3%
374 IMAY INNOVATOR ETFS TRUST 7,441.0 $224K 0.05% $30.13 +4.7%
375 NEE NEXTERA ENERGY INC Utilities 2,389.0 $222K 0.05% NEW $92.89 -7.0%
376 COP CONOCOPHILLIPS Energy 1,676.0 $221K 0.05% NEW $132.00 -16.7%
377 XNTK SPDR SERIES TRUST 852.0 $218K 0.05% $255.36 +44.3%
378 BJUL INNOVATOR ETFS TRUST 4,377.0 $217K 0.05% $49.69 +8.7%
379 WM WASTE MGMT INC DEL Industrials 929.0 $214K 0.05% NEW $229.84 -7.2%
380 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 734.0 $213K 0.05% NEW $290.63 -2.8%
Page 19 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%