§ 13F · FUND PROFILE
BEACON INVESTMENT ADVISORY SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2265.5T (13F)Positions · 250Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4900.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 530K | $177.6T | 3.6% | NEW |
| 2 | VTI | VANGUARD INDEX FDS | 530K | $177.6T | 3.6% | NEW |
| 3 | IJR | ISHARES TR | 939K | $112.9T | 2.3% | NEW |
| 4 | IJR | ISHARES TR | 939K | $112.9T | 2.3% | NEW |
| 5 | MSFT | MICROSOFT CORP | 190K | $92.1T | 1.9% | NEW |
| 6 | MSFT | MICROSOFT CORP | 190K | $92.1T | 1.9% | NEW |
| 7 | AAPL | APPLE INC | 287K | $78.0T | 1.6% | NEW |
| 8 | AAPL | APPLE INC | 287K | $78.0T | 1.6% | NEW |
| 9 | IAU | ISHARES GOLD TR | 926K | $75.2T | 1.5% | NEW |
| 10 | IAU | ISHARES GOLD TR | 926K | $75.2T | 1.5% | NEW |
§ 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 $2265517.9 trillion in assets. The fund runs a broad portfolio of 250 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed