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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 20 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 NLR VANECK ETF TRUST 1,597.0 $213K 0.05% NEW $133.19 -8.1%
382 FAPR FIRST TR EXCHNG TRADED FD VI 4,729.0 $212K 0.05% $44.91 +3.1%
383 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 2,965.0 $211K 0.05% +162.0 +5.8% $71.17 -10.5%
384 JCPB J P MORGAN EXCHANGE TRADED F 4,440.0 $209K 0.05% NEW $47.07 -0.5%
385 DFSV DIMENSIONAL ETF TRUST 5,959.0 $209K 0.05% NEW $35.04 +8.6%
386 VO VANGUARD INDEX FDS 726.0 $209K 0.05% NEW $287.35 -72.2%
387 B BARRICK MNG CORP Basic Materials 5,108.0 $208K 0.05% NEW $40.79 -6.4%
388 ABT ABBOTT LABORATORIES Healthcare 2,019.0 $207K 0.05% +14.0 +0.7% $102.69 -11.8%
389 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,408.0 $207K 0.05% -16K -82.4% $60.65 -8.4%
390 WS WORTHINGTON STL INC Basic Materials 6,797.0 $206K 0.05% $30.35 +32.5%
391 DUK DUKE ENERGY CORP NEW Utilities 1,571.0 $206K 0.05% NEW $130.92 -4.5%
392 SDY SPDR SERIES TRUST 1,400.0 $204K 0.05% NEW $145.99 +2.7%
393 UNH UNITEDHEALTH GROUP INC Healthcare 754.0 $204K 0.05% $270.59 +51.2%
394 DGRS WISDOMTREE TR 3,852.0 $204K 0.05% -474.0 -11.0% $52.96 +9.9%
395 DIHP DIMENSIONAL ETF TRUST 6,231.0 $201K 0.04% NEW $32.22 +4.2%
396 DIA STATE STR SPDR DOW JONES IND Financial Services 433.0 $201K 0.04% NEW $463.19 +11.5%
397 PTY PIMCO CORPORATE & INCOME OPP Financial Services 14,421.0 $174K 0.04% +918.0 +6.8% $12.06 -2.5%
398 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 10,639.0 $138K 0.03% $12.93 -0.4%
399 AGNC AGNC INVT CORP Real Estate 10,555.0 $106K 0.02% NEW $10.03 +4.1%
400 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 13,705.0 $103K 0.02% $7.54 +2.7%
Page 20 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%