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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 3 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGGO CAPITAL GROUP GBL GROWTH EQT 61,950.0 $2.1M 0.47% +911.0 +1.5% $33.37 +22.5%
42 IVE ISHARES TR 9,753.0 $2.1M 0.47% +2K +20.3% $211.15 +7.1%
43 KO COCA COLA CO Consumer Defensive 26,844.0 $2.0M 0.46% +136.0 +0.5% $76.05 +5.6%
44 FTSM FIRST TR EXCHANGE-TRADED FD 34,091.0 $2.0M 0.46% -839.0 -2.4% $59.78 +0.2%
45 VYM VANGUARD WHITEHALL FDS 13,672.0 $2.0M 0.46% -282.0 -2.0% $148.10 +6.8%
46 FDL FIRST TR EXCHANGE-TRADED FD 39,608.0 $2.0M 0.45% -9K -19.1% $50.80 -2.4%
47 IWF ISHARES TR 4,534.0 $1.9M 0.44% +55.0 +1.2% $426.36 -71.9%
48 CVX CHEVRON CORPORATION Energy 9,072.0 $1.9M 0.42% +192.0 +2.2% $206.91 -14.9%
49 DUHP DIMENSIONAL ETF TRUST 50,550.0 $1.9M 0.42% +352.0 +0.7% $36.76 +10.6%
50 ILCG ISHARES TR 19,386.0 $1.9M 0.42% +107.0 +0.6% $95.48 +18.8%
51 XSVN BONDBLOXX ETF TRUST 38,397.0 $1.8M 0.41% NEW $47.72 -1.4%
52 PAVE GLOBAL X FDS 36,029.0 $1.8M 0.41% +2K +5.2% $50.81 +13.8%
53 LMBS FIRST TR EXCHANGE-TRADED FD 36,264.0 $1.8M 0.41% -29K -44.2% $49.81 +0.1%
54 GS GOLDMAN SACHS GROUP INC Financial Services 2,110.0 $1.8M 0.40% $845.99 +29.4%
55 QGRO AMERICAN CENTY ETF TR 16,963.0 $1.8M 0.40% +1K +8.1% $105.03 +9.3%
56 SDVY FIRST TR EXCHANGE TRADED FD 43,968.0 $1.7M 0.39% +3K +7.8% $39.43 +7.1%
57 VGT VANGUARD WORLD FD 2,427.0 $1.7M 0.38% +83.0 +3.5% $697.81 -83.4%
58 ITOT ISHARES TR 11,633.0 $1.7M 0.37% +93.0 +0.8% $142.43 +13.2%
59 WMT WALMART INC Consumer Defensive 13,073.0 $1.6M 0.37% +486.0 +3.9% $124.28 -5.7%
60 DFUV DIMENSIONAL ETF TRUST 33,491.0 $1.6M 0.37% -777.0 -2.3% $48.46 +12.3%
Page 3 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%