Beacon Financial Advisory LLC - Q12026 Holdings

Beacon Financial Advisory LLC holds 402 stocks with a total portfolio value of $ 442.91M as of Q12026. In Q12026, Beacon Financial Advisory LLC added 52 new positions, increased stakes in 195 stocks, reduced 113 holdings, and fully exited 21 positions. The largest holding is J P Morgan Exchange Traded F (JEPI), representing 4.52% of the total portfolio.