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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 21 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SHYG ISHARES TR 5,005.0 $212K 0.04% -1K -18.2% $42.41 -0.4%
402 MA MASTERCARD INCORPORATED Financial Services 412.0 $211K 0.04% -76.0 -15.6% $513.04 +16.9%
403 GTIP GOLDMAN SACHS ETF TR 4,279.0 $209K 0.04% NEW $48.85 -2.4%
404 SBUX STARBUCKS CORP Consumer Cyclical 2,039.0 $208K 0.04% NEW $102.21 +5.2%
405 NEM NEWMONT CORP Basic Materials 2,225.0 $208K 0.04% -195.0 -8.1% $93.42 +41.1%
406 DAL DELTA AIR LINES INC Industrials 2,200.0 $206K 0.04% NEW $93.68 -12.0%
407 NEE NEXTERA ENERGY INC Utilities 2,344.0 $206K 0.04% -45.0 -1.9% $87.76 -4.2%
408 SHW SHERWIN WILLIAMS CO Basic Materials 597.0 $206K 0.04% -153.0 -20.4% $344.39 +0.7%
409 ASML ASML HLDG NV Technology 103.0 $205K 0.04% NEW $1994.06 -12.7%
410 WM WASTE MGMT INC DEL Industrials 912.0 $203K 0.04% -17.0 -1.8% $222.96 +1.6%
411 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 692.0 $203K 0.04% -42.0 -5.7% $293.37 +4.4%
412 VV VANGUARD INDEX FDS 588.0 $202K 0.04% NEW $343.96 +2.2%
413 FTAI AVIATION LTD 743.0 $201K 0.04% NEW $270.57
414 PTY PIMCO CORPORATE & INCOME OPP Financial Services 14,726.0 $177K 0.04% +305.0 +2.1% $12.03 -2.2%
415 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 10,746.0 $142K 0.03% +107.0 +1.0% $13.22 -5.1%
416 AGNC AGNC INVT CORP Real Estate 10,741.0 $117K 0.02% +186.0 +1.8% $10.90 +0.7%
417 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 13,814.0 $109K 0.02% +109.0 +0.8% $7.88 -4.8%
Page 21 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%