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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 9 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLC SELECT SECTOR SPDR TR 6,098.0 $718K 0.17% NEW $117.72 -9.5%
162 AOR ISHARES TR 10,971.0 $713K 0.17% NEW $65.01 +5.9%
163 IJR ISHARES TR 5,903.0 $709K 0.16% NEW $120.17 +20.2%
164 DFAT DIMENSIONAL ETF TRUST 11,903.0 $709K 0.16% NEW $59.54 +15.8%
165 BAI BLACKROCK ETF TRUST 21,174.0 $705K 0.16% NEW $33.30 +49.2%
166 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,927.0 $699K 0.16% NEW $100.89 +5.8%
167 DFIC DIMENSIONAL ETF TRUST 20,205.0 $696K 0.16% NEW $34.46 +7.2%
168 LLY ELI LILLY & CO Healthcare 639.0 $687K 0.16% NEW $1075.49 +3.9%
169 PDI PIMCO DYNAMIC INCOME FD Financial Services 37,985.0 $673K 0.16% NEW $17.71 -7.4%
170 THRO BLACKROCK ETF TRUST 17,442.0 $673K 0.16% NEW $38.56 +9.5%
171 JNJ JOHNSON & JOHNSON Healthcare 3,242.0 $671K 0.15% NEW $206.96 +16.4%
172 FESM FIDELITY COVINGTON TRUST 17,539.0 $663K 0.15% NEW $37.78 +24.9%
173 RAVI FLEXSHARES TR 8,673.0 $654K 0.15% NEW $75.37 -0.0%
174 ETN EATON CORP PLC Industrials 2,048.0 $652K 0.15% NEW $318.51 +27.0%
175 AVEM AMERICAN CENTY ETF TR 8,461.0 $652K 0.15% NEW $77.02 +23.1%
176 IBM INTERNATIONAL BUSINESS MACHS Technology 2,152.0 $637K 0.15% NEW $296.18 -11.2%
177 ISTB ISHARES TR 12,956.0 $632K 0.15% NEW $48.75 -1.1%
178 XLI SELECT SECTOR SPDR TR 4,064.0 $630K 0.15% NEW $155.12 +16.2%
179 VDC VANGUARD WORLD FD 2,982.0 $630K 0.15% NEW $211.23 +8.5%
180 VEA VANGUARD TAX-MANAGED FDS 10,047.0 $628K 0.14% NEW $62.47 +12.5%
Page 9 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%