Beacon Financial Advisory LLC

Position in DELL — Dell Technologies Inc.

CIK 1800502 Cleveland, OH

Position in DELL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$673,509

+$427,643 QoQ

Shares Held

1,561

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,285

of 2,114 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $2,808,926 across 5 Computer Hardware names. DELL ranks #1 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	1,561	$673,509
2	SNDK	Sandisk Corp	289	$657,107
3	WDC	Western Digital Corp	877	$560,157
4	HPQ	Hp Inc	23,126	$507,384
5	ANET	Arista Networks, Inc.	2,418	$410,769

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$673,509	1,561	+4.2%	Shares	Sole	2026-08-05
2026-03-31	$245,866	1,498	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.