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Beacon Financial Advisory LLC
RIA/Wealth
Beacon Financial Advisory LLC is a RIA/Wealth based in Conyers, GA led by Chad M Lackey, managing $428.4M across 375 long positions as of Q3 2025 with 66% ETF concentration.
OwnerChad M Lackey
- Portfolio Value
- $428.4M
- Positions
- 375
- Top Holding
- JEPI at 4.73%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Beacon Financial Advisory LLC's portfolio (25.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.3M | 4.73% | +$433.3K Bought | — 355.2K shares | |
ETF ETF | $16.9M | 3.94% | +$383.2K Bought | — 401.7K shares | |
ETF ETF | $11.9M | 2.78% | +$2.3M Bought | — 443.1K shares | |
ETF ETF | $11.3M | 2.65% | +$184.8K Bought | — 245.1K shares | |
ETF ETF | $11.0M | 2.56% | +$255.6K Bought | — 190.5K shares | |
Consumer Electronics Technology | $10.5M | 2.44% | +$729.0K Bought | 0.00% 41.0K shares | |
ETF ETF | $9.2M | 2.15% | +$1.5M Bought | — 244.4K shares | |
Software - Infrastructure Technology | $7.7M | 1.81% | +$597.7K Bought | 0.00% 15.0K shares | |
Semiconductors Technology | $6.4M | 1.49% | -$184.3K Sold | 0.00% 34.2K shares | |
Unknown Unknown | $5.8M | 1.36% | -$4.3K Sold | — 26.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Beacon Financial Advisory LLC's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Beacon Financial Advisory LLC
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