Beacon Financial Advisory LLC Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$431.6M

Holdings

371

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (371 positions)

#StockSharesValue% PortfolioType
101
TMUST-MOBILE US INC
5,279$1.1M0.25%
102
AQLTISHARES TR
7,559$1.1M0.25%
103
GSIEGOLDMAN SACHS ETF TR
24,677$1.1M0.25%
104
DFUSDIMENSIONAL ETF TRUST
14,269$1.1M0.25%
105
IAU*ISHARES GOLD TR
12,908$1.0M0.24%
106
BMYBRISTOL-MYERS SQUIBB CO
19,374$1.0M0.24%
107
IEMGISHARES INC
15,460$1.0M0.24%
108
AQLTISHARES TR
11,456$1.0M0.24%
109
XTENBONDBLOXX ETF TRUST
22,069$1.0M0.24%
110
CAIECALAMOS ETF TR
38,174$1.0M0.24%
111
BINCBLACKROCK ETF TRUST II
19,319$1.0M0.24%
112
ADMARCHER DANIELS MIDLAND CO
17,720$1.0M0.24%
113
BACVERIZON COMMUNICATIONS INC
24,825$1.0M0.23%
114
LOWLOWES COS INC
4,115$992K0.23%
115
ORCLORACLE CORP
5,079$990K0.23%
116
VBRVANGUARD INDEX FDS
4,600$974K0.23%
117
IGROISHARES TR
11,758$973K0.23%
118
XLFSELECT SECTOR SPDR TR
17,747$972K0.23%
119
TRVCCITIGROUP INC
8,204$957K0.22%
120
MDYSPDR S&P MIDCAP 400 ETF TR
1,586$956K0.22%
121
MDTMEDTRONIC PLC
9,888$949K0.22%
122
VWOVANGUARD INTL EQUITY INDEX F
17,601$946K0.22%
123
AGGISHARES TR
9,400$938K0.22%
124
FSKFS KKR CAP CORP
62,648$927K0.21%
125
DGRWWISDOMTREE TR
10,316$922K0.21%
126
OUSMALPS ETF TR
20,733$906K0.21%
127
IWRISHARES TR
9,389$903K0.21%
128
ABBVABBVIE INC
3,918$895K0.21%
129
PSEPINNOVATOR ETFS TRUST
20,406$892K0.21%
130
BJUNINNOVATOR ETFS TRUST
19,015$888K0.21%
131
EPIWISDOMTREE TR
19,078$883K0.20%
132
DFACDIMENSIONAL ETF TRUST
22,285$882K0.20%
133
GSLCGOLDMAN SACHS ETF TR
6,631$877K0.20%
134
IRMIRON MTN INC DEL
10,543$874K0.20%
135
TROWPRICE T ROWE GROUP INC
8,505$870K0.20%
136
JHPIJOHN HANCOCK EXCHANGE TRADED
37,833$863K0.20%
137
GEGE AEROSPACE
2,801$862K0.20%
138
CLCOLGATE PALMOLIVE CO
10,841$856K0.20%
139
SOXXISHARES TR
2,812$846K0.20%
140
TAT&T INC
33,369$828K0.19%
141
BUFFINNOVATOR ETFS TRUST
16,311$813K0.19%
142
PAUGINNOVATOR ETFS TRUST
18,656$806K0.19%
143
GCORGOLDMAN SACHS ETF TR
19,195$796K0.18%
144
KLMNINVESCO EXCH TRADED FD TR II
6,649$793K0.18%
145
USMFWISDOMTREE TR
15,207$779K0.18%
146
EVTRMORGAN STANLEY ETF TRUST
15,085$776K0.18%
147
DFEMDIMENSIONAL ETF TRUST
23,219$768K0.18%
148
SCHDSCHWAB STRATEGIC TR
27,961$766K0.18%
149
ARKKARK ETF TR
9,911$762K0.18%
150
ANFABERCROMBIE & FITCH CO
6,046$761K0.18%
151
XSDSPDR SERIES TRUST
2,336$751K0.17%
152
NFLXNETFLIX INC
8,008$750K0.17%
153
HDHOME DEPOT INC
2,177$749K0.17%
154
USMVISHARES TR
7,947$748K0.17%
155
BABAALIBABA GROUP HLDG LTD
5,087$745K0.17%
156
MBBISHARES TR
7,717$734K0.17%
157
GLDMWORLD GOLD TR
8,522$727K0.17%
158
BNOVINNOVATOR ETFS TRUST
16,314$725K0.17%
159
PAYXPAYCHEX INC
6,459$724K0.17%
160
CGUSCAPITAL GROUP CORE EQUITY ET
17,919$720K0.17%
161
XLCSELECT SECTOR SPDR TR
6,098$717K0.17%
162
AORISHARES TR
10,971$713K0.17%
163
IJRISHARES TR
5,903$709K0.16%
164
DFATDIMENSIONAL ETF TRUST
11,903$708K0.16%
165
BAIBLACKROCK ETF TRUST
21,174$705K0.16%
166
KMBKIMBERLY-CLARK CORP
6,927$698K0.16%
167
DFICDIMENSIONAL ETF TRUST
20,205$696K0.16%
168
LLYELI LILLY & CO
639$687K0.16%
169
THROBLACKROCK ETF TRUST
17,442$672K0.16%
170
PDIPIMCO DYNAMIC INCOME FD
37,985$672K0.16%
171
JNJJOHNSON & JOHNSON
3,242$670K0.16%
172
FESMFIDELITY COVINGTON TRUST
17,539$662K0.15%
173
RAVIFLEXSHARES TR
8,673$653K0.15%
174
ETNEATON CORP PLC
2,048$652K0.15%
175
AVEMAMERICAN CENTY ETF TR
8,461$651K0.15%
176
IBMINTERNATIONAL BUSINESS MACHS
2,152$637K0.15%
177
ISTBISHARES TR
12,956$631K0.15%
178
XLISELECT SECTOR SPDR TR
4,064$630K0.15%
179
VDCVANGUARD WORLD FD
2,982$629K0.15%
180
VEAVANGUARD TAX-MANAGED FDS
10,047$627K0.15%
181
PWBINVESCO EXCHANGE TRADED FD T
4,925$626K0.15%
182
GMAYFIRST TR EXCHNG TRADED FD VI
14,770$609K0.14%
183
ACNACCENTURE PLC IRELAND
2,260$606K0.14%
184
AGGYWISDOMTREE TR
13,731$604K0.14%
185
MUMICRON TECHNOLOGY INC
2,099$598K0.14%
186
CRMSALESFORCE INC
2,246$594K0.14%
187
XLESELECT SECTOR SPDR TR
13,210$590K0.14%
188
MGKVANGUARD WORLD FD
1,412$582K0.13%
189
COSTCOSTCO WHSL CORP NEW
675$582K0.13%
190
PJFVPGIM ETF TR
7,003$579K0.13%
191
CHATTIDAL TRUST II
9,811$578K0.13%
192
BACBANK AMERICA CORP
10,515$578K0.13%
193
PDECINNOVATOR ETFS TRUST
13,212$573K0.13%
194
IM8NINSMED INC
3,283$571K0.13%
195
FAUGFIRST TR EXCHNG TRADED FD VI
10,764$569K0.13%
196
XLFISELECT SECTOR SPDR TR
7,290$566K0.13%
197
BDECINNOVATOR ETFS TRUST
11,435$566K0.13%
198
PFFAETFIS SER TR I
26,082$562K0.13%
199
IWYISHARES TR
2,027$561K0.13%
200
SKYYFIRST TR EXCHANGE TRADED FD
4,297$558K0.13%
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