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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 2 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GSUS GOLDMAN SACHS ETF TR 36,406.0 $3.8M 0.74% +2K +6.7% $103.10 +2.3%
22 GPIX GOLDMAN SACHS ETF TR 67,535.0 $3.8M 0.74% +10K +17.0% $55.57 +0.7%
23 QUAL ISHARES TR 16,561.0 $3.6M 0.71% -3K -13.7% $219.44 +2.0%
24 SFLR INNOVATOR ETFS TRUST 86,184.0 $3.3M 0.66% +7K +8.8% $38.58 +0.4%
25 FDL FIRST TR EXCHANGE-TRADED FD 68,171.0 $3.3M 0.65% +29K +72.1% $48.66 +9.9%
26 IVV ISHARES TR 4,373.0 $3.3M 0.65% -85.0 -1.9% $748.96 +2.4%
27 CGGO CAPITAL GROUP GBL GROWTH EQT 75,395.0 $3.2M 0.63% +13K +21.7% $42.33 -4.6%
28 V VISA INC Financial Services 9,159.0 $3.1M 0.62% +752.0 +8.9% $343.10 +11.5%
29 IVW ISHARES TR 21,582.0 $3.0M 0.58% +728.0 +3.5% $137.53 +0.3%
30 XOM EXXON MOBIL CORP Energy 21,573.0 $2.9M 0.58% +1K +6.7% $136.72 +20.0%
31 RDVY FIRST TR EXCHANGE TRADED FD 35,571.0 $2.9M 0.57% +4K +14.1% $81.06 +1.6%
32 ISHARES TR 56,643.0 $2.8M 0.55% $49.55
33 CCEF CALAMOS ETF TR 90,112.0 $2.7M 0.53% +756.0 +0.8% $29.93 -0.3%
34 PYLD PIMCO ETF TR 101,477.0 $2.7M 0.53% +18K +21.4% $26.52 -1.2%
35 JAAA JANUS DETROIT STR TR 51,188.0 $2.6M 0.51% -3K -4.7% $50.49 +0.4%
36 AVGO BROADCOM INC Technology 6,812.0 $2.6M 0.51% -119.0 -1.7% $377.77 -5.0%
37 FENI FIDELITY COVINGTON TRUST 63,927.0 $2.6M 0.51% +6K +10.9% $40.13 +3.8%
38 MU MICRON TECHNOLOGY INC Technology 2,222.0 $2.6M 0.51% -88.0 -3.8% $1154.34 -21.1%
39 SDVY FIRST TR EXCHANGE TRADED FD 59,391.0 $2.6M 0.50% +15K +35.1% $43.14 +1.7%
40 DYNF BLACKROCK ETF TRUST 36,854.0 $2.5M 0.49% +245.0 +0.7% $68.01 +1.2%
Page 2 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%