Beacon Financial Advisory LLC - Q32026 Holdings

Beacon Financial Advisory LLC holds 420 stocks with a total portfolio value of $ 528.51M as of Q32026. In Q32026, Beacon Financial Advisory LLC added 31 new positions, increased stakes in 203 stocks, reduced 145 holdings, and fully exited 28 positions. The largest holding is Capital Group Dividend Value (CGDV), representing 4.19% of the total portfolio.