Beacon Financial Advisory LLC

Business address
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
Top securities (13F)
JEPI, CGDV, PYLD, FVD, JEPQ, AAPL, TCAF, MSFT, NVDA, VIG, JPST, CGGR, AMZN, JPM, QUAL, SPY, TSLA, SPLG, DGRO, and VTV
State of incorporation
OH
Fiscal year end
31 December
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Beacon Financial Advisory LLC has filed 25 SEC EDGAR filings since 24 Jan 2020

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 29 Oct 2025 30 Sep 2025 028-19683
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-19683
N-PX Open Document Open Filing 02 Jul 2025 30 Jun 2025 028-19683
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-19683
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-19683
13F-HR Open Document Open Filing 30 Oct 2024 30 Sep 2024 028-19683
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-19683
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-19683
13F-HR Open Document Open Filing 23 Jan 2024 31 Dec 2023 028-19683
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-19683
13F-HR Open Document Open Filing 17 Jul 2023 30 Jun 2023 028-19683
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-19683
13F-HR Open Document Open Filing 20 Jan 2023 31 Dec 2022 028-19683
13F-HR Open Document Open Filing 21 Oct 2022 30 Sep 2022 028-19683
13F-HR Open Document Open Filing 25 Jul 2022 30 Jun 2022 028-19683
13F-HR Open Document Open Filing 27 Apr 2022 31 Mar 2022 028-19683
13F-HR Open Document Open Filing 21 Jan 2022 31 Dec 2021 028-19683
13F-HR Open Document Open Filing 15 Nov 2021 30 Sep 2021 028-19683
13F-HR Open Document Open Filing 14 Jul 2021 30 Jun 2021 028-19683
13F-HR Open Document Open Filing 20 Apr 2021 31 Mar 2021 028-19683
13F-HR Open Document Open Filing 25 Jan 2021 31 Dec 2020 028-19683
13F-HR Open Document Open Filing 08 Oct 2020 30 Sep 2020 028-19683
13F-HR Open Document Open Filing 07 Jul 2020 30 Jun 2020 028-19683
13F-HR Open Document Open Filing 15 Apr 2020 31 Mar 2020 028-19683
13F-HR Open Document Open Filing 24 Jan 2020 31 Dec 2019 028-19683