BEACON INVESTMENT ADVISORY SERVICES, INC.
BEACON INVESTMENT ADVISORY SERVICES, INC. reported 812 positions worth $2.69B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: VTI (7.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $196.5M | 7.30% | 530,893 | — | — | |
| ▸ 2 | IJR | SH | $171.9M | 6.38% | 1,158,855 | — | — | |
| ▸ 3 | VEA | SH | $79.7M | 2.96% | 1,118,625 | — | — | |
| ▸ 4 | IAU | SH | $76.9M | 2.86% | 1,019,061 | — | — | |
| ▸ 5 | AMD | SH | $73.9M | 2.74% | 127,204 | — | — | |
| ▸ 6 | AAPL | SH | $71.6M | 2.66% | 247,372 | — | — | |
| ▸ 7 | MSFT | SH | $67.6M | 2.51% | 181,210 | — | — | |
| ▸ 8 | VCSH | SH | $66.6M | 2.48% | 843,105 | — | — | |
| ▸ 9 | SHY | SH | $63.7M | 2.37% | 775,709 | — | — | |
| ▸ 10 | AMAT | SH | $62.5M | 2.32% | 86,486 | — | — |
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Frequently Asked Questions
What stocks does BEACON INVESTMENT ADVISORY SERVICES, INC. hold as of Q2 2026?
BEACON INVESTMENT ADVISORY SERVICES, INC. reported 812 positions worth $2.69B in its Q2 2026 13F filing. Largest positions: VTI (7.3%), IJR (6.4%), VEA (3.0%), IAU (2.9%) and AMD (2.7%).
What did BEACON INVESTMENT ADVISORY SERVICES, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BEACON INVESTMENT ADVISORY SERVICES, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.