Beacon Financial Advisory LLC
Beacon Financial Advisory LLC reported 417 positions worth $508.0M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: CGDV (4.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $22.0M | 4.34% | 447,338 | — | — | |
| ▸ 2 | JEPI | SH | $20.3M | 4.00% | 360,022 | — | — | |
| ▸ 3 | JEPQ | SH | $12.4M | 2.45% | 202,252 | — | — | |
| ▸ 4 | FLXR | SH | $11.5M | 2.27% | 294,114 | — | — | |
| ▸ 5 | TCAF | SH | $10.8M | 2.13% | 263,057 | — | — | |
| ▸ 6 | AAPL | SH | $10.5M | 2.07% | 36,429 | — | — | |
| ▸ 7 | FVD | SH | $9.7M | 1.91% | 201,229 | — | — | |
| ▸ 8 | JPST | SH | $8.5M | 1.68% | 168,730 | — | — | |
| ▸ 9 | SPYM | SH | $7.1M | 1.39% | 80,329 | — | — | |
| ▸ 10 | NVDA | SH | $6.8M | 1.33% | 33,755 | — | — |
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Frequently Asked Questions
What stocks does Beacon Financial Advisory LLC hold as of Q2 2026?
Beacon Financial Advisory LLC reported 417 positions worth $508.0M in its Q2 2026 13F filing. Largest positions: CGDV (4.3%), JEPI (4.0%), JEPQ (2.4%), FLXR (2.3%) and TCAF (2.1%).
What did Beacon Financial Advisory LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beacon Financial Advisory LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.