Beacon Financial Advisory LLC - Portfolio overview

Beacon Financial Advisory LLC has 443 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 4.33%
2. CGDV - CAPITAL GROUP DIVIDEND VALUE, 3.94%
3. FLXR - TCW ETF TRUST, 2.42%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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