Beacon Financial Buys $10 Million of TCW Flexible Income ETF

• This caller presumption successful FLXR represents 2.4% of Beacon Financial Advisory LLC’s 13F reportable assets arsenic of Dec. 31, 2025.

• Top holdings aft the filing:

  • NYSEMKT:JEPI: $20.4 cardinal (4.7% of AUM)

  • NYSEMKT:CGDV: $18.2 cardinal (4.2% of AUM)

  • NASDAQ:JEPQ: $11.4 cardinal (2.6% of AUM)

  • NYSEMKT:FVD: $10.5 cardinal (2.4% of AUM)

  • NYSE:FLXR: $10.3 cardinal (2.4% of AUM)

• As of Feb. 13, 2026, FLXR shares were priced astatine $39.77, up 8.5% implicit the past year, underperforming the S&P 500 by 4.8 percent points.

• As of Feb. 17, 2026, FLXR shares were 0.5% beneath their 52-week high.

• The fund’s trailing dividend output was 5.56%.

• Actively managed ETF pursuing flexible income done planetary allocation to bonds, notes, asset-backed securities, slope loans, municipal securities, and wealth marketplace instruments.

• Portfolio diversified crossed authorities and firm issuers, with up to 50% successful emerging markets, 65% successful high-yield (junk) bonds, and overseas currency vulnerability capped astatine 40%.

• Operates arsenic an ETF operation since June 2024, enabling regular liquidity and transparency; the disbursal ratio and elaborate outgo operation are disclosed successful regulatory filings.

TCW Flexible Income ETF (FLXR) is simply a large, actively managed fixed-income money designed to supply diversified vulnerability to planetary indebtedness markets. The money employs a flexible mandate, allowing dynamic allocation crossed recognition qualities, maturities, and regions, including important allocations to emerging markets and high-yield securities. FLXR leverages its progressive absorption and wide concern beingness to question charismatic risk-adjusted income portion maintaining the liquidity and transparency advantages of the ETF structure.

Beacon Financial holds positions successful respective income-generating ETFs. FLXR was a caller presumption for the money successful the quarter, portion it besides added to stakes successful JEPI, CGDV, and JEPQ.

This acquisition appears to beryllium emblematic rebalancing oregon adjusting. There was a batch for investors to process past year. The Federal Reserve chopped rates twice, and investors are anticipating improving economical conditions and further complaint cuts successful 2026, which would favour locking successful higher yields portion they are available.