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 (474 days), 200 trades recorded
- Returns: week n/a · month n/a · 90 days +0.6% · 6 months +8.6% · 1 year +11.1% · all +11.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020W106 · 4.2% · long · since 2025-09-30
- 46641Q332 · 3.8% · long · since 2025-09-30
- 46654Q203 · 2.4% · long · since 2025-09-30
- AAPL · 2.3% · long · since 2025-09-30
- 87283Q867 · 2.1% · long · since 2025-09-30
- 29287L700 · 1.9% · long · since 2025-12-31
- 46641Q837 · 1.9% · long · since 2025-09-30
- MSFT · 1.6% · long · since 2025-09-30
- NVDA · 1.6% · long · since 2025-09-30
- 78464A854 · 1.5% · long · since 2025-09-30
- 33734H106 · 1.5% · long · since 2025-09-30
- 336917109 · 1.4% · long · since 2025-09-30