§ 13F · FUND PROFILE
BEACON INVESTMENT ADVISORY SERVICES, INC..
AUM · $2.7B (13F)Positions · 812Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 531K | $196M | 7.3% | −1% |
| 2 | IJR | ISHARES TR | 1.16M | $172M | 6.4% | +9% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.12M | $80M | 3.0% | +8% |
| 4 | IAU | ISHARES GOLD TR | 1.02M | $77M | 2.9% | +5% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 127K | $74M | 2.7% | −12% |
| 6 | AAPL | APPLE INC | 247K | $72M | 2.7% | −3% |
| 7 | MSFT | MICROSOFT CORP | 181K | $68M | 2.5% | −2% |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | 843K | $67M | 2.5% | ±0% |
| 9 | SHY | ISHARES TR | 776K | $64M | 2.4% | −1% |
| 10 | AMAT | APPLIED MATLS INC | 86K | $63M | 2.3% | −14% |
§ 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 $2.7 billion in assets. The fund runs a broad portfolio of 812 positions.
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