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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 19 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 COF CAPITAL ONE FINL CORP Financial Services 1,303.0 $261K 0.05% +35.0 +2.8% $200.55 +7.8%
362 BAPR INNOVATOR ETFS TRUST 4,905.0 $261K 0.05% $53.26 +1.8%
363 ROK ROCKWELL AUTOMATION INC Industrials 526.0 $260K 0.05% NEW $495.13 -13.2%
364 VZ VERIZON COMMUNICATIONS INC Communication Services 6,104.0 $258K 0.05% -19K -75.8% $42.34 +18.4%
365 SPTL SPDR SERIES TRUST 9,822.0 $258K 0.05% +1K +12.1% $26.23 -3.8%
366 QSIG WISDOMTREE TR 5,316.0 $257K 0.05% $48.33 -0.1%
367 SHY ISHARES TR 3,119.0 $256K 0.05% $82.11 -0.1%
368 EEMV ISHARES INC 3,398.0 $256K 0.05% -246.0 -6.8% $75.28 -1.0%
369 UBER UBER TECHNOLOGIES INC Technology 3,502.0 $253K 0.05% -51.0 -1.4% $72.16 +9.9%
370 FOCT FIRST TR EXCHNG TRADED FD VI 4,800.0 $251K 0.05% $52.29 +2.3%
371 CW CURTISS WRIGHT CORP Industrials 329.0 $250K 0.05% $758.37 -18.9%
372 ENERGY TRANSFER L P 21,766.0 $249K 0.05% -707.0 -3.1% $11.46
373 AIQ GLOBAL X FDS 3,798.0 $249K 0.05% NEW $65.60 -5.0%
374 AXP AMERICAN EXPRESS CO Financial Services 729.0 $247K 0.05% NEW $338.22 -0.3%
375 FIXD FIRST TR EXCHNG TRADED FD VI 5,632.0 $246K 0.05% $43.61 -1.8%
376 ARKG ARK ETF TR 5,828.0 $245K 0.05% NEW $42.06 +14.1%
377 IGE ISHARES TR 4,316.0 $242K 0.05% $56.19 +17.6%
378 MTGP WISDOMTREE TR 5,489.0 $242K 0.05% -153.0 -2.7% $44.16 -1.0%
379 DIA STATE STR SPDR DOW JONES IND Financial Services 463.0 $242K 0.05% +30.0 +6.9% $522.39 +2.2%
380 URA GLOBAL X FDS 5,512.0 $241K 0.05% +590.0 +12.0% $43.70 +4.6%
Page 19 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%