Beacon Financial Advisory’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Beacon Financial Advisory’s Portfolio CGVV Stock Details CGVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Buy	+12,115	New	+$359K	0.07%	293

Other funds holding CGVV

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

RFS

RM Financial Services Falmouth, Maine $135M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

JDLA

J. Derek Lewis & Associates Newport Beach, California $529M AUM

Beacon Financial Advisory's CGVV Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q2 2026: 12,115 shares worth $374K. The stake represents 0.07% of the portfolio and ranks #293 among its holdings.

36 funds tracked by Wall St. Rank hold CGVV as of Q2 2026.

Beacon Financial Advisory held 12,115 shares of Capital Group U.S. Large Value ETF worth $374K as of Q2 2026.
Capital Group U.S. Large Value ETF was a new Beacon Financial Advisory position in Q2 2026.
Capital Group U.S. Large Value ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q2 2026, its #293 holding.
36 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.