Beacon Financial Advisory
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Beacon Financial Advisory’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Beacon Financial Advisory’s Portfolio GAA Stock Details GAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$498K Sell
14,291
-1,385
-9% -$49K 0.09% 257
2026
Q2 		$539K Hold
15,676
– – 0.11% 231
2026
Q1 		$524K Hold
15,676
– – 0.12% 218
2025
Q4 		$510K Hold
15,676
– – 0.12% 216
2025
Q3 		$495K Hold
15,676
– – 0.11% 211
2025
Q2 		$479K Hold
15,676
– – 0.12% 207
2025
Q1 		$456K Hold
15,676
– – 0.14% 179
2024
Q4 		$449K Hold
15,676
– – 0.15% 177
2024
Q3 		$466K Hold
15,676
– – 0.16% 166
2024
Q2 		$446K Hold
15,676
– – 0.17% 159
2024
Q1 		$454K Sell
15,676
-912
-5% -$25.6K 0.22% 127
2023
Q4 		$462K Sell
16,588
-1,248
-7% -$33.2K 0.22% 130
2023
Q3 		$469K Hold
17,836
– – 0.26% 118
2023
Q2 		$483K Hold
17,836
– – 0.28% 116
2023
Q1 		$478K Sell
17,836
-365
-2% -$10K 0.3% 113
2022
Q4 		$490K Sell
18,201
-2,235
-11% -$59.4K 0.35% 96
2022
Q3 		$512K Hold
20,436
– – 0.37% 88
2022
Q2 		$554K Hold
20,436
– – 0.32% 107
2022
Q1 		$604K Hold
20,436
– – 0.29% 107
2021
Q4 		$637K Hold
20,436
– – 0.29% 106
2021
Q3 		$634K Sell
20,436
-150
-0.7% -$4.78K 0.33% 98
2021
Q2 		$658K Sell
20,586
-385
-2% -$12.2K 0.35% 93
2021
Q1 		$644K Hold
20,971
– – 0.37% 94
2020
Q4 		$612K Buy
20,971
+770
+4% +$21.4K 0.4% 79
2020
Q3 		$531K Buy
20,201
+6,021
+42% +$160K 0.46% 68
2020
Q2 		$362K Hold
14,180
– – 0.39% 87
2020
Q1 		$320K Hold
14,180
– – 0.41% 82
2019
Q4 		$391K Buy
+14,180
New +$388K 0.33% 86

Other funds holding GAA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Austin Wealth Management
Austin Wealth Management Austin, Texas $477M AUM 11.7% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
EntreWealth
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.91B AUM 15.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Beacon Financial Advisory's GAA Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Cambria Global Asset Allocation ETF (GAA) stake by 8.8% in Q3 2026, selling an estimated $49K and leaving 14,291 shares worth $498K. The position accounts for 0.09% of the portfolio, ranked #257.

Beacon Financial Advisory first reported a position in GAA in Q4 2019 and has held it in 28 quarters since. The position peaked at $658K in Q2 2021. 16 funds tracked by Wall St. Rank hold GAA as of Q3 2026.

  • Beacon Financial Advisory held 14,291 shares of Cambria Global Asset Allocation ETF worth $498K as of Q3 2026.
  • Beacon Financial Advisory sold 1,385 Cambria Global Asset Allocation ETF shares in Q3 2026, an estimated $49K.
  • Cambria Global Asset Allocation ETF made up 0.09% of Beacon Financial Advisory's portfolio in Q3 2026, its #257 holding.
  • Beacon Financial Advisory first reported a position in Cambria Global Asset Allocation ETF in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's Cambria Global Asset Allocation ETF position peaked at $658K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.