Beacon Financial Advisory LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 508,012
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 417 | 508,012 | 13F-HR | Beacon Financial Advisory LLC |
| Q1 2026 | 4/27/2026 | 402 | 442,906 | 13F-HR | Beacon Financial Advisory LLC |
| Q4 2025 | 2/17/2026 | 371 | 431,635 | 13F-HR | Beacon Financial Advisory LLC |
| Q3 2025 | 10/29/2025 | 383 | 431,661 | 13F-HR | Beacon Financial Advisory LLC |
| Q2 2025 | 7/22/2025 | 353 | 386,691 | 13F-HR | Beacon Financial Advisory LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 250.3 K | 49.3% | 40.25 K | 0 | 40.25 K |
| ETFs | 257 K | 50.6% | 24.69 K | 0 | 24.69 K |
| Debt | 694 | 0.1% | 152 | 0 | 152 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
508,012
Holdings
417
QoQ value change ($000)
65,106
(14.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.