Beacon Financial Advisory LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1800502
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13F Reported Value
ⓘ$508.0M
Holdings
417
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Beacon Financial Advisory LLC disclosed 417 positions worth $508.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 31 new positions and exited 17 — including a new stake in $SWK and a full exit from $MO. The portfolio is most concentrated in Other (64.7% of disclosed assets). All figures are sourced directly from Beacon Financial Advisory LLC’s Form 13F-HR filing with the SEC under CIK 1800502.
AI Fund Analysis
StableCAPITAL GROUP DIVIDEND VAL
4.3% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
4.0% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
2.5% weight
Held 10 quarters
$BAH2.1% weight
Held 10 quarters
$AAPL2.1% weight
Held 10 quarters
CAPITAL GROUP DIVIDEND VAL
9 quarters accumulating
$BAH9 quarters accumulating
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
$AMZN9 quarters accumulating
ISHARES TR - CORE DIV GRWT
9 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
—Quality
$22.0M447,338 shJ P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$20.3M360,022 shJ P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
—Quality
$12.4M202,252 shTCW ETF TRUST - FLEXIBLE INCOME
—Quality
$11.5M294,114 sh- 58.0
Quality
$10.8M263,057 sh - 76.4
Quality
$10.5M36,429 sh FIRST TR EXCHANGE-TRADED FD - SHS
—Quality
$9.7M201,229 shJ P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$8.5M168,730 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$7.1M80,329 sh- 85.9
Quality
$6.8M33,755 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $22.0M | 447,338 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $20.3M | 360,022 |
| J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $12.4M | 202,252 |
| TCW ETF TRUST - FLEXIBLE INCOME | — | $11.5M | 294,114 |
| Booz Allen Hamilton Holding Corp$BAH | 58.0 | $10.8M | 263,057 |
| Apple Inc.$AAPL | 76.4 | $10.5M | 36,429 |
| FIRST TR EXCHANGE-TRADED FD - SHS | — | $9.7M | 201,229 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $8.5M | 168,730 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $7.1M | 80,329 |
 NVIDIA CORP$NVDA | 85.9 | $6.8M | 33,755 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Beacon Financial Advisory LLC's 417 positions.
Showing top 10 of 417 holdings.
Sector Allocation
Other
$328.8M
Technology
$69.5M
Financials
$40.5M
Industrials
$17.2M
Consumer Discretionary
$16.1M
Healthcare
$9.2M
Consumer Staples
$7.7M
Materials
$5.4M
Top Holdings — Beacon Financial Advisory LLC (Q2 2026)
Top 150 of 417 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $22.0M | 4.3% | +5% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $20.3M | 4.0% | +2% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $12.4M | 2.5% | +3% | — |
| 4 | — | TCW ETF TRUST - FLEXIBLE INCOME | $11.5M | 2.3% | +3% | — |
| 5 | $BAH | Booz Allen Hamilton Holding Corp | $10.8M | 2.1% | +3% | 58 |
| 6 | $AAPL | Apple Inc. | $10.5M | 2.1% | +2% | 76.4 |
| 7 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $9.7M | 1.9% | -10% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $8.5M | 1.7% | +14% | — |
| 9 | — | SPDR SERIES TRUST - ST STR P500ETF | $7.1M | 1.4% | +36% | — |
| 10 | $NVDA | NVIDIA CORP | $6.8M | 1.3% | +5% | 85.9 |
| 11 | $AMZN | AMAZON COM INC | $6.5M | 1.3% | +4% | 68.7 |
| 12 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $6.1M | 1.2% | +8% | — |
| 13 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $5.8M | 1.1% | -1% | — |
| 14 |  $MSFT | MICROSOFT CORP | $5.7M | 1.1% | +4% | 79.8 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $4.9M | 1.0% | -4% | — |
| 16 | — | ISHARES TR - CORE DIV GRWTH | $4.9M | 1.0% | +6% | — |
| 17 |  $GOOG | Alphabet Inc. | $4.8M | 0.9% | +1% | 78.2 |
| 18 | — | VANGUARD INDEX FDS - VALUE ETF | $4.7M | 0.9% | +6% | — |
| 19 |  $TSLA | Tesla, Inc. | $3.9M | 0.8% | +1% | 53.9 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $3.8M | 0.7% | -0% | 70.7 |
| 21 |  $GS | GOLDMAN SACHS GROUP INC | $3.8M | 0.7% | +7% | 73.5 |
| 22 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $3.8M | 0.7% | +17% | — |
| 23 | — | ISHARES TR - MSCI USA QLT FCT | $3.6M | 0.7% | -14% | — |
| 24 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | $3.3M | 0.7% | +9% | — |
| 25 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $3.3M | 0.7% | +72% | — |
| 26 | — | ISHARES TR - CORE S&P500 ETF | $3.3M | 0.6% | -2% | — |
| 27 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $3.2M | 0.6% | +22% | — |
| 28 |  $V | VISA INC. | $3.1M | 0.6% | +9% | 82.9 |
| 29 | — | ISHARES TR - S&P 500 GRWT ETF | $3.0M | 0.6% | +3% | — |
| 30 |  $XOM.R34088 | EXXON MOBIL CORP | $2.9M | 0.6% | +7% | 57.9 |
| 31 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $2.9M | 0.6% | +14% | — |
| 32 | — | ISHARES TR - MSCI INTL QUALTY | $2.8M | 0.6% | -0% | — |
| 33 | — | CALAMOS ETF TR - CEF INC ARB ETF | $2.7M | 0.5% | +1% | — |
| 34 | — | PIMCO ETF TR - MULTISECTOR BD | $2.7M | 0.5% | +21% | — |
| 35 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $2.6M | 0.5% | -5% | — |
| 36 |  $AVGO | Broadcom Inc. | $2.6M | 0.5% | -2% | 84.5 |
| 37 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | $2.6M | 0.5% | +11% | — |
| 38 |  $MU | MICRON TECHNOLOGY INC | $2.6M | 0.5% | -4% | 86.2 |
| 39 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $2.6M | 0.5% | +35% | — |
| 40 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $2.5M | 0.5% | +1% | — |
| 41 | — | DIMENSIONAL ETF TRUST - US HIGH PROF ETF | $2.4M | 0.5% | +14% | — |
| 42 |  $IVZ | Invesco Ltd. | $2.4M | 0.5% | +1% | — |
| 43 | — | VANGUARD WORLD FD - INF TECH ETF | $2.4M | 0.5% | +714% | — |
| 44 | — | ISHARES TR - MORNINGSTAR GRWT | $2.3M | 0.5% | +0% | — |
| 45 | — | ISHARES TR - CORE 40 MODE ETF | $2.2M | 0.4% | +1% | — |
| 46 | — | GLOBAL X FDS - US INFR DEV ETF | $2.2M | 0.4% | +4% | — |
| 47 |  $META | Meta Platforms, Inc. | $2.2M | 0.4% | +7% | 79.6 |
| 48 |  $KO | COCA COLA CO | $2.2M | 0.4% | -0% | 69.5 |
| 49 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $2.2M | 0.4% | +14% | — |
| 50 |  $CAT | CATERPILLAR INC | $2.1M | 0.4% | -2% | 66.5 |
| 51 |  $CRWD | CrowdStrike Holdings, Inc. | $2.1M | 0.4% | +1% | 67.7 |
| 52 | $GS | GOLDMAN SACHS GROUP INC | $2.1M | 0.4% | +0% | 73.5 |
| 53 | — | ISHARES TR - CORE UNIVRSL USD | $2.1M | 0.4% | +54% | — |
| 54 | — | ISHARES TR - S&P 500 VAL ETF | $2.1M | 0.4% | -6% | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $2.0M | 0.4% | -0% | — |
| 56 | — | ISHARES TR - RUS 1000 GRW ETF | $2.0M | 0.4% | +261% | — |
| 57 | — | BONDBLOXX ETF TRUST - BLOOMBERG SEVEN | $2.0M | 0.4% | +10% | — |
| 58 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $2.0M | 0.4% | -8% | — |
| 59 | — | FIDELITY COVINGTON TRUST - ENHANCED SML CAP | $2.0M | 0.4% | +50% | — |
| 60 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | $2.0M | 0.4% | -1% | — |
| 61 |  $MCD | MCDONALDS CORP | $1.9M | 0.4% | -2% | 69 |
| 62 | — | VICTORY PORTFOLIOS II - USAA MSCI USA SM | $1.9M | 0.4% | +10% | — |
| 63 | — | ISHARES TR - ISHARES SEMICDTR | $1.9M | 0.4% | +0% | — |
| 64 | — | ISHARES TR - CORE S&P TTL STK | $1.8M | 0.4% | -4% | — |
| 65 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.8M | 0.4% | +0% | — |
| 66 |  $QCOM | QUALCOMM INC/DE | $1.8M | 0.4% | -0% | 70.5 |
| 67 | — | ISHARES TR - S&P 100 ETF | $1.8M | 0.3% | +3% | — |
| 68 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $1.8M | 0.3% | -1% | — |
| 69 |  $ACMR | ACM Research, Inc. | $1.8M | 0.3% | -1% | 54 |
| 70 | — | ISHARES TR - CORE US AGGBD ET | $1.7M | 0.3% | +41% | — |
| 71 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.6M | 0.3% | +7% | — |
| 72 | — | CALAMOS ETF TR - AUTOC INCOM ETF | $1.6M | 0.3% | +3% | — |
| 73 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $1.6M | 0.3% | +21% | — |
| 74 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.6M | 0.3% | -2% | — |
| 75 | $IVZ | Invesco Ltd. | $1.6M | 0.3% | +41% | — |
| 76 |  $NUE | NUCOR CORP | $1.6M | 0.3% | +0% | 61.7 |
| 77 |  $WMT | Walmart Inc. | $1.5M | 0.3% | +2% | 60.2 |
| 78 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | -1% | 73.8 |
| 79 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.3% | -6% | — |
| 80 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.5M | 0.3% | -5% | — |
| 81 | — | SPDR SERIES TRUST - ST STR SP SEMI | $1.5M | 0.3% | +0% | — |
| 82 | — | INNOVATOR ETFS TRUST - US EQUT BUFR AUG | $1.5M | 0.3% | +0% | — |
| 83 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.3% | +3% | 64.6 |
| 84 | $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.3% | +9% | 73.5 |
| 85 | — | CAPITAL GROUP CORE BALANCED - SHS | $1.4M | 0.3% | +3% | — |
| 86 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.4M | 0.3% | -3% | — |
| 87 |  $FE | FIRSTENERGY CORP | $1.4M | 0.3% | +9% | 61.5 |
| 88 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.4M | 0.3% | +5% | 66.8 |
| 89 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $1.4M | 0.3% | -4% | — |
| 90 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.4M | 0.3% | -5% | — |
| 91 |  $CAH | CARDINAL HEALTH INC | $1.4M | 0.3% | -2% | 62.4 |
| 92 |  $SWK | STANLEY BLACK & DECKER, INC. | $1.4M | 0.3% | NEW | 58.7 |
| 93 | — | T ROWE PRICE EXCHANGE-TRADED - SMALL MID CAP | $1.4M | 0.3% | +13% | — |
| 94 |  $USB | US BANCORP \DE\ | $1.3M | 0.3% | +0% | 65.3 |
| 95 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.3M | 0.3% | +479% | — |
| 96 |  $IRM | IRON MOUNTAIN INC | $1.3M | 0.3% | -2% | 62.9 |
| 97 | — | PIMCO ETF TR - ACTIVE BD ETF | $1.3M | 0.3% | +4% | — |
| 98 | — | ISHARES TR - SELECT DIVID ETF | $1.3M | 0.3% | +4% | — |
| 99 |  $PEP | PEPSICO INC | $1.3M | 0.3% | -1% | 63.4 |
| 100 |  $GOOGL | Alphabet Inc. | $1.3M | 0.3% | -6% | 78.2 |
| 101 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.3M | 0.3% | -5% | — |
| 102 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.3M | 0.3% | +21% | — |
| 103 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1.3M | 0.3% | +14% | — |
| 104 |  $TGT | TARGET CORP | $1.2M | 0.3% | NEW | 60.7 |
| 105 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.2M | 0.2% | +37% | — |
| 106 | $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.2% | +16% | 73.5 |
| 107 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $1.2M | 0.2% | +14% | — |
| 108 |  $ABBV | AbbVie Inc. | $1.2M | 0.2% | +18% | 72.6 |
| 109 |  $PFE | PFIZER INC | $1.2M | 0.2% | +1% | 62 |
| 110 | — | ISHARES TR - CORE MSCI EAFE | $1.2M | 0.2% | +7% | — |
| 111 |  $INTC | INTEL CORP | $1.2M | 0.2% | -12% | 45.6 |
| 112 |  $C | CITIGROUP INC | $1.2M | 0.2% | -1% | 65 |
| 113 | $IVZ | Invesco Ltd. | $1.2M | 0.2% | -5% | — |
| 114 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.2M | 0.2% | +4% | — |
| 115 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $1.2M | 0.2% | +4% | — |
| 116 |  $PLTR | Palantir Technologies Inc. | $1.2M | 0.2% | +4% | 84.6 |
| 117 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | $1.2M | 0.2% | -0% | — |
| 118 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.2M | 0.2% | +3% | — |
| 119 |  $SJM | J M SMUCKER Co | $1.2M | 0.2% | +0% | 59.1 |
| 120 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.1M | 0.2% | -0% | — |
| 121 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.2% | +6% | 73.8 |
| 122 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $1.1M | 0.2% | -1% | — |
| 123 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $1.1M | 0.2% | -16% | — |
| 124 | — | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $1.1M | 0.2% | +24% | — |
| 125 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.2% | -2% | — |
| 126 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $1.1M | 0.2% | +0% | — |
| 127 | — | ISHARES TR - EAFE VALUE ETF | $1.1M | 0.2% | -27% | — |
| 128 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $1.1M | 0.2% | +11% | — |
| 129 |  $WT | WisdomTree, Inc. | $1.1M | 0.2% | -3% | 59.9 |
| 130 | — | ISHARES TR - CORE INTL AGGR | $1.1M | 0.2% | -15% | — |
| 131 |  $PPG | PPG INDUSTRIES INC | $1.1M | 0.2% | -0% | 59.1 |
| 132 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.2% | -1% | 62.9 |
| 133 | — | FLEXSHARES TR - ULTR SHO INC FD | $1.0M | 0.2% | +14% | — |
| 134 | — | TIDAL TRUST II - ROUNDHILL GENER | $1.0M | 0.2% | +7% | — |
| 135 | — | ISHARES TR - MSCI ACWI EX US | $1.0M | 0.2% | +17% | — |
| 136 | — | ISHARES TR - RUS MID CAP ETF | $1.0M | 0.2% | +0% | — |
| 137 |  $ALPS | Alps Group Inc | $1.0M | 0.2% | -0% | — |
| 138 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $988,563 | 0.2% | +0% | — |
| 139 |  $FAST | FASTENAL CO | $980,292 | 0.2% | +0% | 66.9 |
| 140 | — | ISHARES TR - CORE S&P SCP ETF | $973,382 | 0.2% | -0% | — |
| 141 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $968,940 | 0.2% | -19% | — |
| 142 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $968,009 | 0.2% | +0% | — |
| 143 |  $TROW | PRICE T ROWE GROUP INC | $963,523 | 0.2% | +0% | 69 |
| 144 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $953,079 | 0.2% | -3% | — |
| 145 | — | PACER FDS TR - METAURUS CAP 400 | $941,873 | 0.2% | +25% | — |
| 146 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUN | $925,650 | 0.2% | +0% | — |
| 147 |  $AMAT | APPLIED MATERIALS INC /DE | $916,134 | 0.2% | +6% | 72.3 |
| 148 |  $MRK | Merck & Co., Inc. | $914,919 | 0.2% | +7% | 59.9 |
| 149 |  $ETN | Eaton Corp plc | $908,478 | 0.2% | -4% | — |
| 150 |  $TMUS | T-Mobile US, Inc. | $901,648 | 0.2% | -0% | 69.1 |
New Positions (31)
$SWK STANLEY BLACK & DECKER, INC.$1.4M$TGT TARGET CORP$1.2M
$SNDK Sandisk Corp$657,108
$MRVL Marvell Technology, Inc.$456,120 BLACKROCK ETF TRUST - ISHA SYST AL ETF$435,448
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$421,512 CAPITAL GROUP EQUITY ETF TR - US LRG VALUE ETF$374,354
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$329,701
ISHARES TR - RUS 2000 GRW ETF$304,662
$KLAC KLA CORP$304,427
$APH AMPHENOL CORP /DE/$290,926
$TXN TEXAS INSTRUMENTS INC$286,693 SPDR SERIES TRUST - ST STR SP BIOT$267,137
$PWR QUANTA SERVICES, INC.$264,255
$ROK ROCKWELL AUTOMATION, INC$260,439Exited Positions (17)
$MO ALTRIA GROUP, INC.
$ADM Archer-Daniels-Midland Co
$CL COLGATE PALMOLIVE CO
$HON HONEYWELL INTERNATIONAL INC
$NKE NIKE, Inc. INNOVATOR ETFS TRUST
$PSLV Sprott Physical Silver Trust
$SHEL Shell plc
$COP CONOCOPHILLIPS VANECK ETF TRUST
FIRST TR EXCHNG TRADED FD VI
$GEHC GE HealthCare Technologies Inc. J P MORGAN EXCHANGE TRADED F
$B BARRICK MINING CORP
$BMY BRISTOL MYERS SQUIBB COBrowse Top Institutional Investors
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