Beacon Financial Advisory LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $20.46M | 4.7% |
| CAPITAL GROUP DIVIDEND VALUE | $18.22M | 4.2% |
| J P MORGAN EXCHANGE TRADED F | $11.43M | 2.6% |
| FIRST TR EXCHANGE-TRADED FD | $10.50M | 2.4% |
| TCW ETF TRUST | $10.29M | 2.4% |
| Apple Inc. | $9.52M | 2.2% |
| T ROWE PRICE ETF INC | $9.49M | 2.2% |
| MICROSOFT CORP | $6.87M | 1.6% |
| J P MORGAN EXCHANGE TRADED F | $6.28M | 1.5% |
| NVIDIA Corp | $5.82M | 1.3% |
| VANGUARD SPECIALIZED FUNDS | $5.50M | 1.3% |
| CAPITAL GROUP GROWTH ETF | $5.50M | 1.3% |
| Amazon.com Inc | $5.36M | 1.2% |
| SPDR S&P 500 ETF TR | $4.49M | 1.0% |
| SPDR SERIES TRUST | $4.21M | 1.0% |
| ISHARES TR | $4.13M | 1.0% |
| Tesla Inc | $4.05M | 0.9% |
| VANGUARD INDEX FDS | $3.95M | 0.9% |
| Alphabet Inc. | $3.94M | 0.9% |
| iShares MSCI UAE ETF | $3.81M | 0.9% |
| JPMORGAN CHASE & CO | $3.73M | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | $3.25M | 0.8% |
| ISHARES TR | $3.16M | 0.7% |
| GOLDMAN SACHS ETF TR | $3.09M | 0.7% |
| Visa Inc | $2.96M | 0.7% |
| JANUS DETROIT STR TR | $2.95M | 0.7% |
| GOLDMAN SACHS ETF TR | $2.91M | 0.7% |
| INNOVATOR ETFS TRUST | $2.71M | 0.6% |
| CALAMOS ETF TR | $2.60M | 0.6% |
| VICTORY PORTFOLIOS II | $2.60M | 0.6% |
| ISHARES TR | $2.51M | 0.6% |
| PIMCO ETF TR | $2.46M | 0.6% |
| EXXON MOBIL CORP | $2.45M | 0.6% |
| ISHARES TR | $2.40M | 0.6% |
| MCDONALD'S CORP | $2.32M | 0.5% |
| Broadcom Inc. | $2.31M | 0.5% |
| Meta Platforms Inc | $2.27M | 0.5% |
| FIRST TR EXCHANGE-TRADED FD | $2.17M | 0.5% |
| ISHARES TR | $2.12M | 0.5% |
| CAPITAL GROUP GBL GROWTH EQT | $2.12M | 0.5% |
| FIRST TR EXCHANGE-TRADED FD | $2.09M | 0.5% |
| ISHARES TR | $2.09M | 0.5% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $2.07M | 0.5% |
| Merck & Co., Inc. | $2.05M | 0.5% |
| ISHARES TR | $2.01M | 0.5% |
| VANGUARD WHITEHALL FDS | $2.00M | 0.5% |
| FIDELITY COVINGTON TRUST | $1.91M | 0.4% |
| DIMENSIONAL ETF TRUST | $1.91M | 0.4% |
| COCA COLA CO | $1.87M | 0.4% |
| THE GOLDMAN SACHS GROUP, INC. | $1.85M | 0.4% |