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Portfolio (Quarterly) Guide ↗

Beacon Financial Advisory LLC

· CIK 0001800502
13F Portfolio $432M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 371 New
Page 7 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MDT MEDTRONIC PLC Healthcare 9,888.0 $950K 0.22% NEW $96.06 -16.6%
122 VWO VANGUARD INTL EQUITY INDEX F 17,601.0 $946K 0.22% NEW $53.76 +9.7%
123 AGG ISHARES TR 9,400.0 $939K 0.22% NEW $99.87 -0.7%
124 FSK FS KKR CAP CORP Financial Services 62,648.0 $928K 0.21% NEW $14.81 -32.2%
125 DGRW WISDOMTREE TR 10,316.0 $923K 0.21% NEW $89.43 +5.9%
126 OUSM ALPS ETF TR 20,733.0 $907K 0.21% NEW $43.74 +7.8%
127 IWR ISHARES TR 9,389.0 $904K 0.21% NEW $96.27 +12.8%
128 ABBV ABBVIE INC Healthcare 3,918.0 $895K 0.21% NEW $228.49 +2.8%
129 PSEP INNOVATOR ETFS TRUST 20,406.0 $892K 0.21% NEW $43.72 +4.7%
130 BJUN INNOVATOR ETFS TRUST 19,015.0 $889K 0.21% NEW $46.74 +2.9%
131 EPI WISDOMTREE TR 19,078.0 $883K 0.20% NEW $46.29 -6.8%
132 DFAC DIMENSIONAL ETF TRUST 22,285.0 $882K 0.20% NEW $39.59 +10.4%
133 GSLC GOLDMAN SACHS ETF TR 6,631.0 $878K 0.20% NEW $132.37 +5.4%
134 IRM IRON MTN INC DEL Real Estate 10,543.0 $875K 0.20% NEW $82.95 +57.4%
135 TROW PRICE T ROWE GROUP INC Financial Services 8,505.0 $871K 0.20% NEW $102.38 +2.8%
136 JHPI JOHN HANCOCK EXCHANGE TRADED 37,833.0 $864K 0.20% NEW $22.84 -0.2%
137 GE GE AEROSPACE Industrials 2,801.0 $863K 0.20% NEW $308.01 +18.8%
138 CL COLGATE PALMOLIVE CO Consumer Defensive 10,841.0 $857K 0.20% NEW $79.02 +16.3%
139 SOXX ISHARES TR 2,812.0 $847K 0.20% NEW $301.10 +99.8%
140 T AT&T INC Communication Services 33,369.0 $829K 0.19% NEW $24.84 -9.9%
Page 7 of 19  ·  371 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 27.4%
Financial Services 21.2%
Consumer Cyclical 12.1%
Communication Services 9.3%
Healthcare 8.5%
Consumer Defensive 7.9%
Industrials 5.9%
Energy 2.8%
Real Estate 2.1%
Utilities 1.9%