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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 7 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GE GE AEROSPACE Industrials 3,055.0 $1.1M 0.23% +164.0 +5.7% $373.77 -7.4%
122 BINC BLACKROCK ETF TRUST II 21,770.0 $1.1M 0.22% -172.0 -0.8% $52.34 -0.5%
123 CIBR FIRST TR EXCHANGE-TRADED FD 12,640.0 $1.1M 0.22% -2K -15.6% $89.85 +3.9%
124 BUFF INNOVATOR ETFS TRUST 21,036.0 $1.1M 0.22% +4K +24.2% $52.68 +1.7%
125 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,562.0 $1.1M 0.22% -27.0 -1.7% $703.35 -1.3%
126 XLY SELECT SECTOR SPDR TR 9,343.0 $1.1M 0.22% $117.28 +0.8%
127 EFV ISHARES TR 14,297.0 $1.1M 0.21% -5K -26.6% $76.55 +7.3%
128 BLACKROCK ETF TRUST 29,721.0 $1.1M 0.21% +3K +11.2% $36.60
129 EPS WISDOMTREE TR 13,946.0 $1.1M 0.21% -442.0 -3.1% $77.79 +3.7%
130 IAGG ISHARES TR 21,340.0 $1.1M 0.21% -4K -15.5% $50.60 -1.4%
131 PPG PPG INDS INC Basic Materials 8,699.0 $1.1M 0.21% $121.29 -6.9%
132 NOC NORTHROP GRUMMAN CORP Industrials 2,064.0 $1.1M 0.21% -15.0 -0.7% $509.32 +6.9%
133 RAVI FLEXSHARES TR 13,892.0 $1.0M 0.21% +2K +14.2% $75.42 -0.1%
134 CHAT TIDAL TRUST II 10,556.0 $1.0M 0.20% +725.0 +7.4% $98.68 -11.5%
135 ACWX ISHARES TR 13,658.0 $1.0M 0.20% +2K +17.4% $76.11 +2.4%
136 IWR ISHARES TR 9,402.0 $1.0M 0.20% $110.32 +2.3%
137 OUSM ALPS ETF TR 21,162.0 $1.0M 0.20% $47.52 +4.7%
138 DFAC DIMENSIONAL ETF TRUST 22,285.0 $989K 0.20% $44.36 +2.6%
139 FAST FASTENAL CO Industrials 20,410.0 $980K 0.19% $48.03 +5.6%
140 IJR ISHARES TR 6,563.0 $973K 0.19% $148.31 -1.1%
Page 7 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%