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Beacon Financial Advisory

Latest statistics and disclosures from Beacon Financial Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGDV, JEPI, JEPQ, FLXR, TCAF, and represent 15.19% of Beacon Financial Advisory's stock portfolio.
Added to shares of these 10 stocks: VGT, SPYM, IWF, FDL, SWK, TGT, VUG, JPST, CGDV, IUSB.
Started 32 new stock positions in SPCX, SWK, SPDW, HWM, IALT, FTAI, PWR, VV, UJUN, IWO.
Reduced shares in these 10 stocks: , ADM, FVD, CVX, CL, VZ, QUAL, Honeywell International, EFV, NKE.
Sold out of its positions in MO, ADM, B, BMY, CL, COP, FAPR, GEHC, Honeywell International, IJUL. IOVA, JCPB, NKE, RMTI, SHEL, PSLV, NLR.
Beacon Financial Advisory was a net buyer of stock by $25M.
Beacon Financial Advisory has $508M in assets under management (AUM), dropping by 14.70%.
Central Index Key (CIK): 0001800502

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Portfolio Holdings for Beacon Financial Advisory

Beacon Financial Advisory holds 417 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Shs Creat Unit (CGDV)	4.3	$22M	+4%	447k	49.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	4.0	$20M	+2%	360k	56.48	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.4	$12M	+3%	202k	61.46	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.3	$12M	+3%	294k	39.21	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	2.1	$11M	+2%	263k	41.10	View chart
Apple (AAPL)	2.1	$11M		36k	289.36	View chart
First Tr Exchange-traded SHS (FVD)	1.9	$9.7M	-10%	201k	48.18	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.7	$8.5M	+14%	169k	50.57	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.4	$7.1M	+35%	80k	87.88	View chart
NVIDIA Corporation (NVDA)	1.3	$6.8M	+4%	34k	200.09	View chart
Amazon (AMZN)	1.3	$6.5M	+3%	27k	238.34	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.2	$6.1M	+7%	129k	47.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$5.8M		24k	236.62	View chart
Microsoft Corporation (MSFT)	1.1	$5.7M	+4%	15k	373.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$4.9M	-3%	6.6k	746.81	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$4.9M	+5%	65k	75.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.8M		13k	357.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$4.7M	+5%	22k	217.93	View chart
Tesla Motors (TSLA)	0.8	$3.9M		9.3k	420.60	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.8M		12k	327.33	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.7	$3.8M	+6%	36k	103.10	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.7	$3.8M	+17%	68k	55.57	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$3.6M	-13%	17k	219.44	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.7	$3.3M	+8%	86k	38.58	View chart
First Tr Exchange-traded SHS (FDL)	0.7	$3.3M	+72%	68k	48.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$3.3M		4.4k	748.96	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.6	$3.2M	+21%	75k	42.33	View chart
Visa Com Cl A (V)	0.6	$3.1M	+8%	9.2k	343.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$3.0M	+3%	22k	137.53	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.9M	+6%	22k	136.72	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$2.9M	+14%	36k	81.06	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.6	$2.8M		57k	49.55	View chart
Calamos Etf Tr Cef Inc Arb Etf (CCEF)	0.5	$2.7M		90k	29.93	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$2.7M	+21%	102k	26.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$2.6M	-4%	51k	50.49	View chart
Broadcom (AVGO)	0.5	$2.6M		6.8k	377.77	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.5	$2.6M	+10%	64k	40.13	View chart
Micron Technology (MU)	0.5	$2.6M	-3%	2.2k	1154.34	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.5	$2.6M	+35%	59k	43.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.5	$2.5M		37k	68.01	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.5	$2.4M	+13%	58k	41.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.4M		11k	212.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$2.4M	+714%	20k	119.52	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.4	$2.3M		19k	117.02	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.4	$2.2M		45k	49.89	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.4	$2.2M	+3%	37k	58.92	View chart
Meta Platforms Cl A (META)	0.4	$2.2M	+7%	3.9k	563.29	View chart
Coca-Cola Company (KO)	0.4	$2.2M		27k	81.27	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.4	$2.2M	+14%	37k	59.31	View chart
Caterpillar (CAT)	0.4	$2.1M		2.0k	1064.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.4	$2.1M		2.8k	763.14	View chart
Goldman Sachs (GS)	0.4	$2.1M		2.1k	1011.37	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$2.1M	+54%	46k	46.15	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.1M	-5%	9.2k	227.06	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$2.0M		34k	59.73	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.0M	+260%	16k	124.17	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.4	$2.0M	+10%	42k	47.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$2.0M	-8%	13k	158.02	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.4	$2.0M	+50%	41k	48.29	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.4	$2.0M		17k	118.05	View chart
McDonald's Corporation (MCD)	0.4	$1.9M	-2%	7.0k	270.33	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.4	$1.9M	+9%	17k	109.83	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.4	$1.9M		2.9k	640.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$1.8M	-3%	11k	164.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$1.8M		34k	55.01	View chart
Qualcomm (QCOM)	0.4	$1.8M		10k	184.79	View chart
Ishares Tr S&p 100 Etf (OEF)	0.4	$1.8M	+3%	4.9k	365.89	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.4	$1.8M		36k	49.78	View chart
Acm Resh Com Cl A (ACMR)	0.3	$1.8M		14k	126.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$1.7M	+40%	18k	98.98	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$1.6M	+6%	71k	23.13	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.3	$1.6M	+3%	60k	27.21	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$1.6M	+20%	30k	54.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$1.6M		34k	46.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$1.6M	+40%	5.2k	302.96	View chart
Nucor Corporation (NUE)	0.3	$1.6M		7.0k	222.75	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M		13k	113.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M		3.0k	500.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.5M	-6%	2.0k	736.31	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$1.5M	-4%	7.7k	190.53	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.3	$1.5M		2.3k	623.75	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$1.5M		27k	53.61	View chart
Procter & Gamble Company (PG)	0.3	$1.4M	+3%	9.5k	146.64	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$1.4M	+9%	31k	45.70	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$1.4M	+3%	37k	37.96	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$1.4M	-2%	57k	24.14	View chart
FirstEnergy (FE)	0.3	$1.4M	+8%	29k	47.54	View chart
American Electric Power Company (AEP)	0.3	$1.4M	+5%	10k	136.81	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.4M	-3%	15k	93.92	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$1.4M	-4%	26k	52.72	View chart
Cardinal Health (CAH)	0.3	$1.4M	-2%	5.7k	237.56	View chart
Stanley Black & Decker (SWK)	0.3	$1.4M	NEW	14k	94.12	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.3	$1.4M	+13%	31k	43.85	View chart
Us Bancorp Com New (USB)	0.3	$1.3M		22k	60.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.3M	+479%	15k	86.14	View chart
Iron Mountain (IRM)	0.3	$1.3M		10k	126.31	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$1.3M	+3%	14k	92.21	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.3M	+3%	8.2k	156.30	View chart
Pepsi (PEP)	0.3	$1.3M		9.4k	135.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.3M	-5%	3.6k	353.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.3M	-5%	1.8k	686.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$1.3M	+20%	18k	69.90	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.3M	+13%	21k	59.69	View chart
Target Corporation (TGT)	0.2	$1.2M	NEW	9.6k	130.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$1.2M	+36%	39k	31.71	View chart
Goldman Sachs Etf Tr Access Us Agrat (GCOR)	0.2	$1.2M	+16%	30k	41.16	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.2M	+13%	30k	40.64	View chart
Abbvie (ABBV)	0.2	$1.2M	+17%	4.8k	251.62	View chart
Pfizer (PFE)	0.2	$1.2M		50k	24.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M	+6%	12k	96.58	View chart
Intel Corporation (INTC)	0.2	$1.2M	-12%	8.5k	139.63	View chart
Citigroup Com New (C)	0.2	$1.2M		8.4k	139.97	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$1.2M	-4%	7.3k	161.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.2M	+4%	35k	33.84	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$1.2M	+3%	8.3k	141.89	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.2M	+4%	10k	116.67	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$1.2M		14k	81.94	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.2M	+2%	4.7k	243.00	View chart
Smucker J M Com New (SJM)	0.2	$1.2M		10k	112.50	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$1.1M		27k	43.06	View chart
Ge Aerospace Com New (GE)	0.2	$1.1M	+5%	3.1k	373.77	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$1.1M		22k	52.34	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$1.1M	-15%	13k	89.85	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.2	$1.1M	+24%	21k	52.68	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$1.1M		1.6k	703.35	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.2	$1.1M		9.3k	117.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.1M	-26%	14k	76.55	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$1.1M	+11%	30k	36.60	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.2	$1.1M	-3%	14k	77.79	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.1M	-15%	21k	50.60	View chart
PPG Industries (PPG)	0.2	$1.1M		8.7k	121.29	View chart
Northrop Grumman Corporation (NOC)	0.2	$1.1M		2.1k	509.32	View chart
Flexshares Tr Ultr Sho Inc Fd (RAVI)	0.2	$1.0M	+14%	14k	75.42	View chart
Tidal Trust Ii Roundhill Gener (CHAT)	0.2	$1.0M	+7%	11k	98.68	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$1.0M	+17%	14k	76.11	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.0M		9.4k	110.32	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$1.0M		21k	47.52	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$989k		22k	44.36	View chart
Fastenal Company (FAST)	0.2	$980k		20k	48.03	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$973k		6.6k	148.31	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.2	$969k	-19%	21k	45.58	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$968k		18k	53.61	View chart
T. Rowe Price (TROW)	0.2	$964k		8.5k	113.69	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$953k	-3%	49k	19.29	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$942k	+25%	21k	45.07	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.2	$926k		19k	48.68	View chart
Applied Materials (AMAT)	0.2	$916k	+5%	1.3k	723.07	View chart
Merck & Co (MRK)	0.2	$915k	+7%	7.1k	128.50	View chart
Eaton Corp SHS (ETN)	0.2	$909k	-4%	2.1k	426.12	View chart
Metropcs Communications (TMUS)	0.2	$902k		5.4k	167.72	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$898k	+3%	2.7k	334.86	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$896k	+9%	9.5k	94.52	View chart
At&t (T)	0.2	$894k	+25%	43k	20.70	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$889k	-3%	9.3k	95.62	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.2	$889k	+63%	18k	48.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$886k	-17%	9.2k	96.49	View chart
Walt Disney Company (DIS)	0.2	$883k		9.2k	96.25	View chart
John Hancock Exchange Traded Pfd Income Etf (JHPI)	0.2	$879k		39k	22.70	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$876k		10k	87.93	View chart
Lowe's Companies (LOW)	0.2	$869k	-4%	3.9k	220.49	View chart
Johnson & Johnson (JNJ)	0.2	$857k		3.4k	253.95	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$840k		47k	17.88	View chart
Advanced Micro Devices (AMD)	0.2	$839k	+4%	1.4k	580.91	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$838k	+21%	37k	22.78	View chart
Eli Lilly & Co. (LLY)	0.2	$838k		699.00	1198.91	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$838k		18k	45.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$830k		12k	71.25	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	0.2	$830k		4.9k	168.46	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$828k	+4%	10k	80.82	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$821k	-9%	18k	46.05	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$813k	-6%	11k	75.51	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$797k	+25%	2.2k	365.69	View chart
Kimberly-Clark Corporation (KMB)	0.2	$788k		7.2k	109.77	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$785k	+3%	8.1k	96.47	View chart
Home Depot (HD)	0.2	$780k	+2%	2.2k	352.73	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$778k	-17%	18k	43.11	View chart
Oracle Corporation (ORCL)	0.2	$778k	+2%	5.3k	146.56	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$767k		11k	69.50	View chart
Cisco Systems (CSCO)	0.2	$764k	-3%	6.5k	117.45	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.1	$762k		20k	37.26	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$761k	+9%	4.6k	165.37	View chart
Medtronic SHS (MDT)	0.1	$761k		9.7k	78.23	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$748k	-2%	14k	54.24	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$747k		4.0k	185.24	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.1	$720k	+2%	27k	26.85	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$714k		15k	47.81	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$694k	+28%	8.9k	77.91	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$692k	+28%	23k	30.45	View chart
Costco Wholesale Corporation (COST)	0.1	$692k	-3%	739.00	935.87	View chart
Pgim Etf Tr Jennison Foc Val (PJFV)	0.1	$689k		7.0k	98.45	View chart
Paychex (PAYX)	0.1	$687k	+5%	7.0k	98.33	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$679k		6.3k	107.14	View chart
Dell Technologies CL C (DELL)	0.1	$674k	+4%	1.6k	431.46	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$673k		40k	16.70	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$673k		3.0k	225.46	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$669k		13k	53.11	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$662k	+9%	8.0k	83.07	View chart
Sandisk Corp (SNDK)	0.1	$657k	NEW	289.00	2273.73	View chart
PNC Financial Services (PNC)	0.1	$655k		2.7k	246.20	View chart
Bank of America Corporation (BAC)	0.1	$652k	+6%	11k	56.98	View chart
Fs Kkr Capital Corp (FSK)	0.1	$643k		61k	10.50	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$637k	-15%	14k	44.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$636k		15k	43.04	View chart
Innovator Etfs Trust Us Small Cap Pwr (KMAR)	0.1	$622k		19k	32.14	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$620k	+398%	7.0k	87.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$611k		3.1k	197.61	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$611k	+432%	22k	27.41	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$607k	+16%	16k	37.94	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$606k	+4%	6.2k	98.20	View chart
Ge Vernova (GEV)	0.1	$605k	+6%	515.00	1174.88	View chart
Lam Research Corp Com New (LRCX)	0.1	$597k	+6%	1.4k	433.20	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$596k	+18%	22k	27.24	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$585k	+21%	9.8k	59.71	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$585k		2.0k	290.56	View chart
Innovator Etfs Trust Growth 100 Pwr B (NDEC)	0.1	$578k		19k	30.04	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$573k	+8%	11k	50.37	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.1	$572k	+51%	22k	25.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$567k		9.3k	61.23	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$565k		6.8k	82.84	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$562k	-2%	12k	48.25	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$561k	-3%	1.5k	370.00	View chart
Western Digital (WDC)	0.1	$560k	-9%	877.00	638.72	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$556k	+141%	6.1k	91.65	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$551k	+41%	15k	37.51	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$551k	-4%	4.1k	134.56	View chart
Palo Alto Networks (PANW)	0.1	$549k	+10%	1.6k	341.02	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$547k	-26%	13k	42.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$546k	-10%	9.7k	56.51	View chart
International Business Machines (IBM)	0.1	$545k	-10%	1.9k	281.26	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.1	$540k		26k	20.57	View chart
Cambria Etf Tr Glb Asset Allo (GAA)	0.1	$539k		16k	34.38	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$538k	+3%	10k	52.00	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.1	$535k	-11%	10k	53.20	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$533k	+44%	2.8k	191.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$531k		1.0k	509.62	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$529k	+3%	1.1k	477.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$527k	+82%	6.2k	85.49	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$525k	-7%	8.9k	59.20	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$518k	+2%	14k	36.48	View chart
Lincoln Electric Holdings (LECO)	0.1	$518k	-16%	2.0k	265.49	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$514k	-4%	12k	43.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$510k	-10%	9.9k	51.69	View chart
Netflix (NFLX)	0.1	$510k	-13%	7.1k	71.40	View chart
Hp (HPQ)	0.1	$507k		23k	21.94	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$505k		1.5k	342.80	View chart
Abercrombie & Fitch Cl A (ANF)	0.1	$502k		5.6k	90.01	View chart
Goldman Sachs Etf Tr Mar 1000 Gro Etf (GGUS)	0.1	$492k	+10%	7.2k	68.25	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.1	$489k	-8%	4.8k	101.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$487k	-19%	11k	45.89	View chart
Msc Income Fund (MSIF)	0.1	$485k	+12%	42k	11.57	View chart
Bwx Technologies (BWXT)	0.1	$484k		2.5k	194.66	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.1	$484k	+14%	11k	45.91	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$481k		5.0k	95.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$480k	-3%	5.8k	82.34	View chart
Vanguard World Health Car Etf (VHT)	0.1	$479k	-10%	1.6k	298.96	View chart
Prologis (PLD)	0.1	$477k		3.5k	135.47	View chart
Corning Incorporated (GLW)	0.1	$475k	+5%	1.9k	255.41	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.1	$467k	+102%	9.1k	51.35	View chart
Amgen (AMGN)	0.1	$461k	+2%	1.3k	362.08	View chart
Morgan Stanley Com New (MS)	0.1	$457k	+4%	2.2k	209.04	View chart
Marvell Technology (MRVL)	0.1	$456k	NEW	1.5k	297.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$456k		14k	33.60	View chart
Emerson Electric (EMR)	0.1	$454k	+4%	3.2k	143.13	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.1	$452k		11k	39.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$450k	-7%	9.1k	49.49	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$446k	-7%	9.0k	49.39	View chart
Chevron Corporation (CVX)	0.1	$441k	-70%	2.7k	165.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.1	$438k		11k	41.54	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.1	$437k	-19%	8.6k	50.71	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$435k	NEW	16k	28.05	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$432k		8.3k	52.15	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$427k	+73%	27k	15.88	View chart
Take-Two Interactive Software (TTWO)	0.1	$424k	+3%	1.7k	249.98	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$422k	NEW	2.5k	170.86	View chart
Expedia Group Com New (EXPE)	0.1	$418k		1.6k	255.82	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.1	$417k		11k	39.80	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.1	$414k	+2%	21k	19.46	View chart
Arista Networks Com Shs (ANET)	0.1	$411k	+3%	2.4k	169.88	View chart
Deere & Company (DE)	0.1	$410k	+2%	646.00	634.33	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$403k	+61%	3.2k	124.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$402k		9.3k	43.23	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.1	$398k		12k	33.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$397k		7.1k	56.20	View chart
Philip Morris International (PM)	0.1	$392k	+9%	2.2k	180.87	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$391k		1.6k	252.22	View chart
Alps Etf Tr Oshares Us Qualt (OUSA)	0.1	$391k		6.7k	58.33	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$391k	-5%	9.5k	41.25	View chart
Annaly Capital Management In Com New (NLY)	0.1	$389k	-12%	17k	22.36	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$388k		14k	28.38	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$384k		7.6k	50.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XOCT)	0.1	$384k		9.7k	39.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$376k		7.8k	48.43	View chart
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV)	0.1	$374k	NEW	12k	30.90	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$374k	-4%	8.9k	42.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$374k	-9%	1.0k	368.38	View chart
Spdr Series Trust St Str Sw Serv (XSW)	0.1	$371k		2.2k	171.83	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$370k	+3%	4.7k	79.42	View chart
Worthington Industries (WOR)	0.1	$368k		6.8k	53.76	View chart
Goldman Sachs Etf Tr Marketbeta Intl (GSID)	0.1	$364k	+14%	4.8k	75.14	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$361k		12k	30.23	View chart
Abbott Laboratories (ABT)	0.1	$358k	+95%	3.9k	90.73	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$356k	+8%	4.9k	72.65	View chart
UnitedHealth (UNH)	0.1	$350k	+11%	843.00	415.63	View chart
Insmed Com Par $.01 (INSM)	0.1	$348k		3.3k	106.62	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$348k	-10%	2.4k	142.40	View chart
Wells Fargo & Company (WFC)	0.1	$348k	-4%	4.2k	82.64	View chart
Capital Group International SHS (CGIC)	0.1	$347k	-6%	9.5k	36.39	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.1	$347k		6.5k	53.02	View chart
United Parcel Svcs CL B (UPS)	0.1	$346k	-31%	3.2k	107.50	View chart
Marriott Intl Cl A (MAR)	0.1	$344k	-13%	929.00	370.59	View chart
salesforce (CRM)	0.1	$344k	-24%	2.2k	156.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$344k	+5%	2.2k	156.96	View chart
Blackrock (BLK)	0.1	$340k	-3%	354.00	961.56	View chart
Royce Value Trust (RVT)	0.1	$337k	-4%	18k	18.47	View chart
Spdr Series Trust St Str Nyse Tech (XNTK)	0.1	$333k		853.00	390.53	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$333k	-2%	11k	30.17	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$330k	-13%	2.7k	121.42	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$330k	NEW	6.6k	50.29	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$319k	-10%	3.1k	102.17	View chart
Ford Motor Company (F)	0.1	$319k	+9%	23k	13.90	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$318k		4.2k	74.89	View chart
Valero Energy Corporation (VLO)	0.1	$317k		1.2k	260.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$317k		5.3k	59.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$316k		3.3k	95.44	View chart
Innovator Etfs Trust Innovator Gw 100 (NFEB)	0.1	$315k		10k	30.34	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$309k	+9%	3.4k	91.26	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$308k		5.8k	52.73	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$305k	NEW	773.00	394.13	View chart
Kla Corp Com New (KLAC)	0.1	$304k	NEW	1.0k	301.71	View chart
Innovator Etfs Trust Us Small Cap Pow (KSEP)	0.1	$304k		9.9k	30.84	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.1	$302k		24k	12.66	View chart
Union Pacific Corporation (UNP)	0.1	$299k		1.1k	272.00	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$299k	-14%	5.1k	58.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$293k	-12%	4.8k	60.98	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$293k	+6%	3.8k	77.10	View chart
Amphenol Corp Cl A (APH)	0.1	$291k	NEW	1.7k	176.32	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$290k	-6%	1.2k	246.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$288k	-22%	942.00	306.16	View chart
Progressive Corporation (PGR)	0.1	$288k	-3%	1.3k	218.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$288k		2.3k	124.43	View chart
Innovator Etfs Trust Equity Dual Dirc (DDFS)	0.1	$287k		13k	21.97	View chart
Texas Instruments Incorporated (TXN)	0.1	$287k	NEW	962.00	298.02	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$286k		2.8k	101.11	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$285k		5.0k	57.63	View chart
Linde SHS (LIN)	0.1	$285k	+2%	548.00	519.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$284k		6.5k	44.03	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$279k		562.00	496.73	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$278k		2.8k	98.38	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$277k		6.7k	41.11	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.1	$275k		2.9k	93.51	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$274k	-12%	10k	27.33	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$274k	-24%	8.2k	33.29	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.1	$271k	+5%	5.2k	52.19	View chart
Innovator Etfs Trust Intl Dev Pwr May (IMAY)	0.1	$270k	+14%	8.5k	31.73	View chart
Innovator Etfs Trust Innovator Inter (ISEP)	0.1	$270k	-3%	7.8k	34.60	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$270k		7.0k	38.65	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$267k	NEW	1.7k	158.26	View chart
Quanta Services (PWR)	0.1	$264k	NEW	367.00	720.04	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$264k		2.6k	100.81	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$262k	-4%	4.6k	56.51	View chart
Capital One Financial (COF)	0.1	$261k	+2%	1.3k	200.55	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$261k		4.9k	53.26	View chart
Rockwell Automation (ROK)	0.1	$260k	NEW	526.00	495.13	View chart
Verizon Communications (VZ)	0.1	$258k	-75%	6.1k	42.34	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$258k	+12%	9.8k	26.23	View chart
Wisdomtree Tr Us Sht Trm Corp (QSIG)	0.1	$257k		5.3k	48.33	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$256k		3.1k	82.11	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$256k	-6%	3.4k	75.28	View chart
Uber Technologies (UBER)	0.0	$253k		3.5k	72.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$251k		4.8k	52.29	View chart
Curtiss-Wright (CW)	0.0	$250k		329.00	758.37	View chart
Energy Transfer 9.250% Fxd Pfd I (ET.PI)	0.0	$249k	-3%	22k	11.46	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$249k	NEW	3.8k	65.60	View chart
American Express Company (AXP)	0.0	$247k	NEW	729.00	338.22	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$246k		5.6k	43.61	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$245k	NEW	5.8k	42.06	View chart
Ishares Tr North Amern Nat (IGE)	0.0	$243k		4.3k	56.19	View chart
Wisdomtree Tr Mortgage Plus Bd (MTGP)	0.0	$242k	-2%	5.5k	44.16	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$242k	+6%	463.00	522.39	View chart
Global X Fds Global X Uranium (URA)	0.0	$241k	+11%	5.5k	43.70	View chart
CVS Caremark Corporation (CVS)	0.0	$240k	NEW	2.3k	103.45	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$240k	+310%	3.0k	80.57	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.0	$239k	-7%	3.0k	79.08	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.0	$238k		4.4k	54.31	View chart
Thermo Fisher Scientific (TMO)	0.0	$234k	-8%	467.00	501.67	View chart
Howmet Aerospace (HWM)	0.0	$234k	NEW	871.00	268.86	View chart
Duke Energy Corp Com New (DUK)	0.0	$234k	+17%	1.8k	126.61	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$234k	-23%	5.5k	42.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.0	$231k		6.0k	38.79	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$229k		2.0k	114.61	View chart
Worthington Stl Com Shs (WS)	0.0	$228k		6.8k	33.58	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$225k	+5%	6.6k	34.13	View chart
Welltower Inc Com reit (WELL)	0.0	$225k	NEW	990.00	226.99	View chart
Rocket Lab Corp (RKLB)	0.0	$224k	NEW	2.2k	101.65	View chart
Applovin Corp Com Cl A (APP)	0.0	$219k	NEW	425.00	515.23	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.0	$219k	-4%	3.7k	59.35	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.0	$216k	NEW	5.6k	38.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$215k	NEW	5.3k	40.21	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$215k	NEW	4.3k	50.40	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$213k		1.4k	152.23	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$212k	-18%	5.0k	42.41	View chart
Mastercard Incorporated Cl A (MA)	0.0	$211k	-15%	412.00	513.04	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.0	$209k	NEW	4.3k	48.85	View chart
Starbucks Corporation (SBUX)	0.0	$208k	NEW	2.0k	102.21	View chart
Newmont Mining Corporation (NEM)	0.0	$208k	-8%	2.2k	93.42	View chart
Delta Air Lines Com New (DAL)	0.0	$206k	NEW	2.2k	93.68	View chart
Nextera Energy (NEE)	0.0	$206k		2.3k	87.76	View chart
Sherwin-Williams Company (SHW)	0.0	$206k	-20%	597.00	344.39	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$205k	NEW	103.00	1994.06	View chart
Waste Management (WM)	0.0	$203k		912.00	222.96	View chart
Air Products & Chemicals (APD)	0.0	$203k	-5%	692.00	293.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$202k	NEW	588.00	343.96	View chart
Ftai Aviation SHS (FTAI)	0.0	$201k	NEW	743.00	270.57	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$177k	+2%	15k	12.03	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.0	$142k		11k	13.22	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$117k		11k	10.90	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.0	$109k		14k	7.88	View chart

Past Filings by Beacon Financial Advisory

SEC 13F filings are viewable for Beacon Financial Advisory going back to 2019

Beacon Financial Advisory 2026 Q2 filed Aug. 5, 2026
Beacon Financial Advisory 2026 Q1 filed April 27, 2026
Beacon Financial Advisory 2025 Q4 filed Feb. 17, 2026
Beacon Financial Advisory 2025 Q3 filed Oct. 29, 2025
Beacon Financial Advisory 2025 Q2 filed July 22, 2025
Beacon Financial Advisory 2025 Q1 filed April 24, 2025
Beacon Financial Advisory 2024 Q4 filed Jan. 27, 2025
Beacon Financial Advisory 2024 Q3 filed Oct. 30, 2024
Beacon Financial Advisory 2024 Q2 filed July 26, 2024
Beacon Financial Advisory 2024 Q1 filed May 1, 2024
Beacon Financial Advisory 2023 Q4 filed Jan. 23, 2024
Beacon Financial Advisory 2023 Q3 filed Oct. 25, 2023
Beacon Financial Advisory 2023 Q2 filed July 17, 2023
Beacon Financial Advisory 2023 Q1 filed April 18, 2023
Beacon Financial Advisory 2022 Q4 filed Jan. 20, 2023
Beacon Financial Advisory 2022 Q3 filed Oct. 21, 2022

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