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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 4 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GPIQ GOLDMAN SACHS ETF TR 31,970.0 $1.6M 0.36% +2K +6.7% $49.49 +17.0%
62 SCHZ SCHWAB STRATEGIC TR 66,647.0 $1.5M 0.35% +7K +10.9% $23.22 -0.2%
63 OEF ISHARES TR 4,765.0 $1.5M 0.34% +645.0 +15.7% $318.10 +13.8%
64 POCT INNOVATOR ETFS TRUST 34,511.0 $1.5M 0.34% $43.11 +7.0%
65 PEP PEPSICO INC Consumer Defensive 9,483.0 $1.5M 0.33% -94.0 -1.0% $155.28 -8.3%
66 USVM VICTORY PORTFOLIOS II 15,486.0 $1.5M 0.33% -13K -45.6% $94.68 +14.4%
67 BERKSHIRE HATHAWAY INC DEL 3,050.0 $1.5M 0.33% +148.0 +5.1% $479.20
68 CAIE CALAMOS ETF TR 57,855.0 $1.5M 0.33% +20K +51.6% $25.14 +7.4%
69 CAT CATERPILLAR INC Industrials 2,052.0 $1.5M 0.33% +11.0 +0.5% $708.46 +40.9%
70 EFV ISHARES TR 19,488.0 $1.4M 0.33% -4K -18.7% $74.35 +1.9%
71 SCHO SCHWAB STRATEGIC TR 58,759.0 $1.4M 0.32% -2K -3.8% $24.27 -0.6%
72 NOC NORTHROP GRUMMAN CORP Industrials 2,079.0 $1.4M 0.32% +1K +219.8% $682.38 -26.0%
73 PLTR PALANTIR TECHNOLOGIES INC Technology 9,633.0 $1.4M 0.32% +1K +13.6% $146.28 -20.5%
74 FTCS FIRST TR EXCHANGE-TRADED FD 15,073.0 $1.4M 0.32% $92.76 +1.5%
75 IUSB ISHARES TR 29,801.0 $1.4M 0.31% +1K +4.1% $46.19 +0.1%
76 PFE PFIZER INC Healthcare 48,941.0 $1.4M 0.31% -921.0 -1.9% $28.08 -12.6%
77 MO ALTRIA GROUP INC Consumer Defensive 20,412.0 $1.3M 0.30% $65.99 +8.2%
78 FE FIRSTENERGY CORP Utilities 26,458.0 $1.3M 0.30% $50.66 -6.1%
79 PG PROCTER & GAMBLE CO Consumer Defensive 9,246.0 $1.3M 0.30% +148.0 +1.6% $144.45 +5.4%
80 BAUG INNOVATOR ETFS TRUST 27,071.0 $1.3M 0.30% $48.85 +9.2%
Page 4 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%