Beacon Investment Advisory Services
$2.7B 13F equity value
857 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Beacon Investment Advisory Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 530,893 | $196M | 7.3% |
| IJR | ISHARES TR | 1,158,855 | $172M | 6.4% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,118,625 | $80M | 3.0% |
| IAU | ISHARES GOLD TR | 1,019,061 | $77M | 2.9% |
| AMD | ADVANCED MICRO DEVICES INC | 127,204 | $74M | 2.7% |
| AAPL | APPLE INC | 247,372 | $72M | 2.7% |
| MSFT | MICROSOFT CORP | 181,210 | $68M | 2.5% |
| VCSH | VANGUARD SCOTTSDALE FDS | 843,105 | $67M | 2.5% |
| SHY | ISHARES TR | 775,709 | $64M | 2.4% |
| AMAT | APPLIED MATLS INC | 86,486 | $63M | 2.3% |
Track Beacon Investment Advisory Services's 13F portfolio: $2.7B in reported holdings, 857 positions. Top holdings and quarterly changes on SentiSense.
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