Beacon Investment Advisory Services
$2.4B 13F equity value
788 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 536,189 | $172M | 7.2% |
| IJR | ISHARES TR | 1,062,178 | $132M | 5.5% |
| IAU | ISHARES GOLD TR | 971,659 | $86M | 3.6% |
| MSFT | MICROSOFT CORP | 184,545 | $68M | 2.8% |
| VCSH | VANGUARD SCOTTSDALE FDS | 846,634 | $67M | 2.8% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,036,323 | $66M | 2.8% |
| AAPL | APPLE INC | 254,858 | $65M | 2.7% |
| SHY | ISHARES TR | 782,135 | $65M | 2.7% |
| JPM | JPMORGAN CHASE & CO | 197,112 | $58M | 2.4% |
| NVDA | NVIDIA CORPORATION | 318,637 | $56M | 2.3% |
Track Beacon Investment Advisory Services's 13F portfolio: $2.4B in reported holdings, 788 positions. Top holdings and quarterly changes on SentiSense.