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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 5 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XSD SPDR SERIES TRUST 2,338.0 $1.5M 0.29% $623.75 -22.8%
82 BAUG INNOVATOR ETFS TRUST 27,071.0 $1.5M 0.29% $53.61 +2.8%
83 PG PROCTER & GAMBLE CO Consumer Defensive 9,532.0 $1.4M 0.28% +286.0 +3.1% $146.64 -0.0%
84 GSIE GOLDMAN SACHS ETF TR 30,585.0 $1.4M 0.28% +3K +9.2% $45.70 +5.3%
85 CGBL CAPITAL GROUP CORE BALANCED 36,456.0 $1.4M 0.27% +1K +3.1% $37.96 +0.6%
86 SCHO SCHWAB STRATEGIC TR 57,227.0 $1.4M 0.27% -2K -2.6% $24.14 -0.2%
87 FE FIRSTENERGY CORP Utilities 28,722.0 $1.4M 0.27% +2K +8.6% $47.54 -2.0%
88 AEP AMERICAN ELEC PWR CO INC Utilities 9,962.0 $1.4M 0.27% +501.0 +5.3% $136.81 -10.8%
89 FTCS FIRST TR EXCHANGE-TRADED FD 14,508.0 $1.4M 0.27% -565.0 -3.8% $93.92 +8.9%
90 BAI BLACKROCK ETF TRUST 25,824.0 $1.4M 0.27% -1K -4.7% $52.72 -18.3%
91 CAH CARDINAL HEALTH INC Healthcare 5,727.0 $1.4M 0.27% -126.0 -2.1% $237.56 -2.2%
92 SWK STANLEY BLACK & DECKER INC Industrials 14,365.0 $1.4M 0.27% NEW $94.12 +4.7%
93 TMSL T ROWE PRICE EXCHANGE-TRADED 30,827.0 $1.4M 0.27% +4K +13.3% $43.85 -1.3%
94 USB US BANCORP Financial Services 22,049.0 $1.3M 0.26% $60.40 +3.3%
95 VUG VANGUARD INDEX FDS 15,321.0 $1.3M 0.26% +13K +479.5% $86.14 +0.9%
96 IRM IRON MTN INC DEL Real Estate 10,443.0 $1.3M 0.26% -178.0 -1.7% $126.31 -4.1%
97 BOND PIMCO ETF TR 13,971.0 $1.3M 0.25% +526.0 +3.9% $92.21 -1.7%
98 DVY ISHARES TR 8,203.0 $1.3M 0.25% +294.0 +3.7% $156.30 +5.3%
99 PEP PEPSICO INC Consumer Defensive 9,401.0 $1.3M 0.25% -82.0 -0.9% $135.40 +6.8%
100 GOOG ALPHABET INC 3,583.0 $1.3M 0.25% -210.0 -5.5% $353.33
Page 5 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%