Long-term investor

Beacon Financial Advisory LLC @beaconfinancialadvisoryl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001800502).

Record

  • Tracked since 2025-06-30 (431 days), 164 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.5% · 6 months +7.2% · 1 year +13.6% · all +13.6%
  • Max drawdown -2.2% · Sharpe 0.83 · win rate 48% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 14020W106 · 4.3% · long · since 2025-06-30
  • 46641Q332 · 4.0% · long · since 2025-06-30
  • 46654Q203 · 2.4% · long · since 2025-06-30
  • 29287L700 · 2.3% · long · since 2025-12-31
  • TKNZ · 2.1% · long · since 2025-06-30
  • AAPL · 2.1% · long · since 2025-06-30
  • 33734H106 · 1.9% · long · since 2025-06-30
  • 46641Q837 · 1.7% · long · since 2025-06-30
  • 78464A854 · 1.4% · long · since 2025-06-30
  • NVDA · 1.3% · long · since 2025-06-30
  • AMZN · 1.3% · long · since 2025-06-30
  • 14020G101 · 1.2% · long · since 2025-06-30

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