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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 8 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QQQM INVESCO EXCH TRADED FD TR II 3,655.0 $868K 0.20% +2K +176.1% $237.59 +22.7%
142 DFAC DIMENSIONAL ETF TRUST 22,285.0 $866K 0.20% $38.86 +12.3%
143 JHPI JOHN HANCOCK EXCHANGE TRADED 38,156.0 $862K 0.20% +323.0 +0.8% $22.58 +1.0%
144 BLACKROCK ETF TRUST 26,740.0 $860K 0.19% NEW $32.15
145 MDT MEDTRONIC PLC Healthcare 9,888.0 $857K 0.19% $86.65 -7.3%
146 SPMO INVESCO EXCH TRADED FD TR II 7,631.0 $856K 0.19% +982.0 +14.8% $112.11 +35.9%
147 PSEP INNOVATOR ETFS TRUST 19,761.0 $851K 0.19% -645.0 -3.2% $43.06 +6.3%
148 DGRW WISDOMTREE TR 9,625.0 $845K 0.19% -691.0 -6.7% $87.84 +7.6%
149 FPE FIRST TR EXCH TRADED FD III 47,183.0 $838K 0.19% NEW $17.75 +1.3%
150 BUFF INNOVATOR ETFS TRUST 16,937.0 $837K 0.19% +626.0 +3.8% $49.41 +5.7%
151 IGRO ISHARES TR 9,984.0 $836K 0.19% -2K -15.1% $83.77 +3.9%
152 JNJ JOHNSON & JOHNSON Healthcare 3,394.0 $830K 0.19% +152.0 +4.7% $244.44 -2.0%
153 MBB ISHARES TR 8,687.0 $825K 0.19% +970.0 +12.6% $94.95 -0.2%
154 GE GE AEROSPACE Industrials 2,891.0 $820K 0.18% +90.0 +3.2% $283.81 +28.2%
155 IJR ISHARES TR 6,567.0 $816K 0.18% +664.0 +11.2% $124.32 +15.9%
156 MRK MERCK & CO INC Healthcare 6,631.0 $798K 0.18% -13K -66.0% $120.29 +0.2%
157 ACWX ISHARES TR 11,637.0 $797K 0.18% NEW $68.47 +8.8%
158 NFLX NETFLIX INC. Communication Services 8,280.0 $796K 0.18% +272.0 +3.4% $96.15 -25.2%
159 ETN EATON CORP PLC Industrials 2,225.0 $796K 0.18% +177.0 +8.6% $357.67 +12.7%
160 THRO BLACKROCK ETF TRUST 21,810.0 $790K 0.18% +4K +25.0% $36.22 +16.6%
Page 8 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%