Beacon Financial Advisory LLC Portfolio Holdings
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
Beacon Financial Advisory LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $373 Million distributed in 383 stocks.
Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $20.3M, Capital Group Divid Value ETF with a value of $16.9M, First Tr Value Line Divid Inde with a value of $11.3M, J P Morgan ETF Tr Nasdaq Equit with a value of $11M, and Apple Inc. with a value of $10.5M.
Examining the 13F form we can see an increase of $29.7M in the current position value, from $344M to 373M.
Below you can find more details about Beacon Financial Advisory LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 383
- Current Value $373 Million
- Prior Value $344 Million
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 35 stocks
- Additional Purchases 198 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks