Beacon Financial Advisory LLC
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 442,906
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 210.1 K | 47.4% | 0 | 156.8 K | -156.8 K |
| ETFs | 232.3 K | 52.4% | 170.5 K | 0 | 170.5 K |
| Debt | 542 | 0.1% | 185 | 0 | 185 |
| Other | 0 | 0.0% | 0 | 2.674 K | -2.674 K |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
442,906
Holdings
402
QoQ value change ($000)
11,271
(2.6%)
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.