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Beacon Financial Advisory LLC - Q22026 Holdings

Beacon Financial Advisory LLC holds 417 stocks with a total portfolio value of $ 508.01M as of Q22026. In Q22026, Beacon Financial Advisory LLC added 32 new positions, increased stakes in 194 stocks, reduced 148 holdings, and fully exited 17 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 4.34% of the total portfolio.

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