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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 21 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 15,625.0 $55K 0.01% -570.0 -3.5% $3.51 +26.5%
402 RMTI ROCKWELL MED INC Healthcare 24,645.0 $22K 0.01% $0.89 -25.3%
Page 21 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%