§ 13F · FUND PROFILE
BEACON INVESTMENT ADVISORY SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.3B (13F)Positions · 250Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$74M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 536K | $172M | 7.1% | −49% |
| 2 | IJR | ISHARES TR | 1.06M | $132M | 5.4% | −43% |
| 3 | IAU | ISHARES GOLD TR | 972K | $86M | 3.5% | −48% |
| 4 | MSFT | MICROSOFT CORP | 185K | $68M | 2.8% | −52% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 847K | $67M | 2.8% | −48% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 1.04M | $66M | 2.7% | −44% |
| 7 | AAPL | APPLE INC | 255K | $65M | 2.7% | −56% |
| 8 | SHY | ISHARES TR | 782K | $65M | 2.7% | −47% |
| 9 | JPM | JPMORGAN CHASE & CO | 197K | $58M | 2.4% | −56% |
| 10 | NVDA | NVIDIA CORPORATION | 319K | $56M | 2.3% | −45% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
BEACON INVESTMENT ADVISORY SERVICES, INC. is a Other fund managing $2.3 billion in assets. The fund runs a broad portfolio of 250 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed