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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 5 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFIV DIMENSIONAL ETF TRUST 24,557.0 $1.3M 0.29% +2K +10.1% $52.78 +2.3%
82 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 17,755.0 $1.3M 0.29% $72.69 +4.3%
83 QCOM QUALCOMM INC Technology 10,009.0 $1.3M 0.29% -260.0 -2.5% $128.78 +58.5%
84 VZ VERIZON COMMUNICATIONS INC Communication Services 25,184.0 $1.3M 0.28% +359.0 +1.4% $50.20 -6.9%
85 IAGG ISHARES TR 25,251.0 $1.3M 0.28% +4K +16.2% $50.04 +0.8%
86 AGG ISHARES TR 12,540.0 $1.2M 0.28% +3K +33.4% $99.27 -0.6%
87 QQQ INVESCO QQQ TR Financial Services 2,153.0 $1.2M 0.28% -787.0 -26.8% $577.27 +23.6%
88 BOND PIMCO ETF TR 13,445.0 $1.2M 0.28% +786.0 +6.2% $92.28 -0.4%
89 AEP AMERICAN ELEC PWR CO INC Utilities 9,461.0 $1.2M 0.28% +145.0 +1.6% $131.08 +2.0%
90 CAH CARDINAL HEALTH INC Healthcare 5,853.0 $1.2M 0.28% +66.0 +1.1% $211.30 +8.3%
91 CGBL CAPITAL GROUP CORE BALANCED 35,361.0 $1.2M 0.28% -8K -18.3% $34.41 +9.0%
92 GSIE GOLDMAN SACHS ETF TR 28,016.0 $1.2M 0.27% +3K +13.5% $43.13 +5.9%
93 XTEN BONDBLOXX ETF TRUST 26,251.0 $1.2M 0.27% +4K +18.9% $45.86 -1.0%
94 DVY ISHARES TR 7,909.0 $1.2M 0.27% +350.0 +4.6% $151.41 +2.8%
95 NUE NUCOR CORP Basic Materials 6,987.0 $1.2M 0.27% NEW $169.10 +41.7%
96 VOO VANGUARD INDEX FDS 1,940.0 $1.2M 0.26% +76.0 +4.1% $597.44 +13.2%
97 VUG VANGUARD INDEX FDS 2,644.0 $1.2M 0.26% -100.0 -3.6% $436.82 -80.8%
98 USB US BANCORP Financial Services 22,018.0 $1.1M 0.26% $52.01 +15.5%
99 BINC BLACKROCK ETF TRUST II 21,942.0 $1.1M 0.26% +3K +13.6% $51.93 +0.7%
100 TMUS T-MOBILE US INC Communication Services 5,396.0 $1.1M 0.26% +117.0 +2.2% $210.02 -12.1%
Page 5 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%