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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 9 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 XLE SELECT SECTOR SPDR TR 12,817.0 $785K 0.18% -393.0 -3.0% $61.26 -12.6%
162 PAUG INNOVATOR ETFS TRUST 18,356.0 $784K 0.18% -300.0 -1.6% $42.72 +6.2%
163 MU MICRON TECHNOLOGY INC Technology 2,310.0 $780K 0.18% +211.0 +10.1% $337.82 +210.0%
164 TROW PRICE T ROWE GROUP INC Financial Services 8,475.0 $764K 0.17% $90.14 +16.7%
165 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 765.0 $763K 0.17% +90.0 +13.3% $996.82 -3.6%
166 XSD SPDR SERIES TRUST 2,337.0 $762K 0.17% $326.18 +80.3%
167 VEA VANGUARD TAX-MANAGED FDS 11,883.0 $761K 0.17% +2K +18.3% $64.08 +9.7%
168 ORCL ORACLE CORP Technology 5,170.0 $761K 0.17% +91.0 +1.8% $147.11 +7.2%
169 USMV ISHARES TR 7,863.0 $729K 0.17% -84.0 -1.1% $92.74 +2.3%
170 DFIC DIMENSIONAL ETF TRUST 20,427.0 $726K 0.16% +222.0 +1.1% $35.53 +3.9%
171 HD HOME DEPOT INC Consumer Cyclical 2,154.0 $708K 0.16% -23.0 -1.1% $328.91 +4.2%
172 AOR ISHARES TR 10,983.0 $707K 0.16% $64.35 +7.0%
173 EPI WISDOMTREE TR 17,282.0 $705K 0.16% -2K -9.4% $40.80 +5.7%
174 XLC SELECT SECTOR SPDR TR 6,328.0 $702K 0.16% +230.0 +3.8% $110.86 -3.9%
175 USMF WISDOMTREE TR 14,127.0 $698K 0.16% -1K -7.1% $49.38 +7.9%
176 GOVT ISHARES TR 30,280.0 $694K 0.16% NEW $22.91 -0.4%
177 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,163.0 $691K 0.16% +236.0 +3.4% $96.47 +10.6%
178 PDI PIMCO DYNAMIC INCOME FD Financial Services 40,029.0 $685K 0.15% +2K +5.4% $17.11 -4.2%
179 QDPL PACER FDS TR 16,691.0 $670K 0.15% +11K +217.7% $40.14 +12.0%
180 VDC VANGUARD WORLD FD 2,982.0 $670K 0.15% $224.61 +2.1%
Page 9 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%