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Deborah George

Beacon Financial Advisory Llc

Assets Managed
$442.906M
Holdings
402
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
2.62%(2Q avg: 1.31%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Financial Advisory Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 402 positions.

Assets under management

The assets under management (AUM) of Beacon Financial Advisory Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 442.906M in assets, with a quarterly growth rate of 2.62% and a 2-quarter average growth rate of 1.31%. The portfolio is managed by Deborah George, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -1.24%
4.52%
$20.005M
352,954 shares@ $56.69 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 2.52%
4.12%
$18.206M
427,974 shares@ $42.54 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 9.39%
2.52%
$11.161M
284,209 shares@ $39.27 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -0.15%
2.47%
$10.898M
196,290 shares@ $55.53 avg price
FVD
First Trust Value Line Dvd
Recent Activity
Decreased -1.56%
2.39%
$10.551M
224,352 shares@ $47.03 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 3.32%
2.07%
$9.126M
256,419 shares@ $35.6 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.42%
2.06%
$9.106M
35,881 shares@ $253.8 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 19.16%
1.7%
$7.49M
147,998 shares@ $50.61 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.5%
1.28%
$5.633M
32,297 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 12.91%
1.24%
$5.459M
26,210 shares@ $208.28 avg price

1-10 of 402