Beacon Financial Advisory LLC

Position in V — Visa Inc.

CIK 1800502 Cleveland, OH

Position in V

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

Position Value

$3,142,361

+$601,430 QoQ

Shares Held

9,159

+8.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.56%

of 13F equity value

Holder Rank

#2,005

of 4,515 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Beacon Financial Advisory LLC holds $3,861,955 across 4 Credit Services names. V ranks #1 (81.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	9,159	$3,142,361
2	COF	Capital One Financial Corp	1,303	$261,407
3	AXP	American Express Co	729	$246,584
4	MA	Mastercard Inc	412	$211,603

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,142,361	9,159	+8.9%	Shares	Sole	2026-08-05
2026-03-31	$2,540,931	8,407	-0.3%	Shares	Sole	2026-04-27
2025-12-31	$2,956,134	8,429	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$2,836,867	8,310	+0.5%	Shares	Sole	2025-10-29
2025-06-30	$2,934,488	8,265	-0.6%	Shares	Sole	2025-07-22
2025-03-31	$2,914,775	8,317	+4.3%	Shares	Sole	2025-04-24
2024-12-31	$2,519,470	7,972	-1.5%	Shares	Sole	2025-01-27
2024-09-30	$2,225,170	8,093	+6.3%	Shares	Sole	2024-10-30
2024-06-30	$1,997,396	7,610	+0.1%	Shares	Sole	2024-07-26
2024-03-31	$2,120,728	7,599	+0.6%	Shares	Sole	2024-05-01
2023-12-31	$1,966,423	7,553	-0.2%	Shares	Sole	2024-01-23
2023-09-30	$1,740,945	7,569	+29.1%	Shares	Sole	2023-10-25
2023-06-30	$1,392,107	5,862	+0.1%	Shares	Sole	2023-07-17
2023-03-31	$1,319,842	5,854	+8.0%	Shares	Sole	2023-04-18
2022-12-31	$1,126,266	5,421	-6.5%	Shares	Sole	2023-01-20
2022-09-30	$1,030,014	5,798	-6.4%	Shares	Sole	2022-10-21
2022-06-30	$1,219,930	6,196	+3.9%	Shares	Sole	2022-07-25
2022-03-31	$1,323,079	5,966	+1.1%	Shares	Sole	2022-04-27
2021-12-31	$1,278,805	5,901	+1.6%	Shares	Sole	2022-01-21
2021-09-30	$1,293,286	5,806	0.0%	Shares	Sole	2021-11-15
2021-06-30	$1,357,558	5,806	+0.1%	Shares	Sole	2021-07-14
2021-03-31	$1,227,610	5,798	+3.0%	Shares	Sole	2021-04-20
2020-12-31	$1,230,793	5,627	+166.8%	Shares	Sole	2021-01-25
2020-09-30	$421,736	2,109	+5.2%	Shares	Sole	2020-10-08
2020-06-30	$387,112	2,004	+5.2%	Shares	Sole	2020-07-07
2020-03-31	$306,933	1,905	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.