Beacon Financial Advisory LLC - Q42025 Holdings

Beacon Financial Advisory LLC holds 371 stocks with a total portfolio value of $ 431.64M as of Q42025. In Q42025, Beacon Financial Advisory LLC added 28 new positions, increased stakes in 157 stocks, reduced 155 holdings, and fully exited 40 positions. The largest holding is J P Morgan Exchange Traded F (JEPI), representing 4.74% of the total portfolio.