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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 8 of 21  ·  417 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XTEN BONDBLOXX ETF TRUST 21,258.0 $969K 0.19% -5K -19.0% $45.58 -1.9%
142 XLF SELECT SECTOR SPDR TR 18,056.0 $968K 0.19% $53.61 +8.5%
143 TROW PRICE T ROWE GROUP INC Financial Services 8,475.0 $964K 0.19% $113.69 -1.6%
144 FPEI FIRST TR EXCH TRADED FD III 49,408.0 $953K 0.19% -2K -3.2% $19.29 -1.1%
145 QDPL PACER FDS TR 20,898.0 $942K 0.18% +4K +25.2% $45.07 +2.7%
146 BJUN INNOVATOR ETFS TRUST 19,015.0 $926K 0.18% $48.68 +1.9%
147 AMAT APPLIED MATLS INC Technology 1,267.0 $916K 0.18% +71.0 +5.9% $723.07 -33.5%
148 MRK MERCK & CO INC Healthcare 7,120.0 $915K 0.18% +489.0 +7.4% $128.50 +19.8%
149 ETN EATON CORP PLC Industrials 2,132.0 $908K 0.18% -93.0 -4.2% $426.12 -3.0%
150 TMUS T-MOBILE US INC Communication Services 5,376.0 $902K 0.18% $167.72 +8.3%
151 VRT VERTIV HOLDINGS CO Industrials 2,682.0 $898K 0.18% +97.0 +3.8% $334.86 -22.6%
152 MBB ISHARES TR 9,478.0 $896K 0.18% +791.0 +9.1% $94.52 -0.9%
153 T AT&T INC Communication Services 43,180.0 $894K 0.18% +9K +25.5% $20.70 +24.4%
154 DGRW WISDOMTREE TR 9,300.0 $889K 0.17% -325.0 -3.4% $95.62 +3.9%
155 FEGE RBB FUND TRUST 18,162.0 $888K 0.17% +7K +63.3% $48.92 +9.0%
156 AVEM AMERICAN CENTY ETF TR 9,177.0 $885K 0.17% -2K -17.2% $96.49 -2.1%
157 DIS DISNEY WALT CO Communication Services 9,174.0 $883K 0.17% -54.0 -0.6% $96.25 +15.7%
158 JHPI JOHN HANCOCK EXCHANGE TRADED 38,712.0 $879K 0.17% +556.0 +1.5% $22.70 -0.6%
159 IGRO ISHARES TR 9,963.0 $876K 0.17% $87.93 +5.8%
160 LOW LOWES COS INC Consumer Cyclical 3,942.0 $869K 0.17% -202.0 -4.9% $220.49 -2.2%
Page 8 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%