Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BEACON INVESTMENT ADVISORY SERVICES, INC. (CIK 1654599) reported $2.44B across 773 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($172.0M, 7.06%), IJR ($132.0M, 5.42%), IAU ($85.7M, 3.52%), MSFT ($68.3M, 2.81%), VCSH ($67.1M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $172.0M | 7.06% | 536,189 | Added |
| 2 | IJR | ISHARES TR | $132.0M | 5.42% | 1.1M | Added |
| 3 | IAU | ISHARES GOLD TR | $85.7M | 3.52% | 971,659 | Added |
| 4 | MSFT | MICROSOFT CORP | $68.3M | 2.81% | 184,545 | Trimmed |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $67.1M | 2.76% | 846,634 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $66.4M | 2.73% | 1.0M | Added |
| 7 | AAPL | APPLE INC | $64.7M | 2.66% | 254,858 | Trimmed |
| 8 | SHY | ISHARES TR | $64.6M | 2.65% | 782,135 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $58.0M | 2.38% | 197,112 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $55.6M | 2.28% | 318,637 | Added |
| 11 | MA | MASTERCARD INCORPORATED | $54.5M | 2.24% | 109,031 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $48.9M | 2.01% | 75,130 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $44.6M | 1.83% | 207,238 | Added |
| 14 | GOOGL | ALPHABET INC | $41.6M | 1.71% | 144,769 | Trimmed |
| 15 | ADI | ANALOG DEVICES INC | $40.9M | 1.68% | 128,457 | Trimmed |
| 16 | MS | MORGAN STANLEY | $39.4M | 1.62% | 239,590 | Trimmed |
| 17 | AMGN | AMGEN INC | $37.6M | 1.54% | 106,820 | Added |
| 18 | CAT | CATERPILLAR INC | $37.1M | 1.52% | 52,336 | Trimmed |
| 19 | AGG | ISHARES TR | $36.7M | 1.51% | 369,979 | Added |
| 20 | TJX | TJX COS INC NEW | $35.1M | 1.44% | 219,953 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC | $34.5M | 1.42% | 100,888 | Trimmed |
| 22 | ROST | ROSS STORES INC | $33.4M | 1.37% | 154,000 | Trimmed |
| 23 | IDXX | IDEXX LABS INC | $33.0M | 1.36% | 58,810 | Trimmed |
| 24 | JPST | J P MORGAN EXCHANGE TRADED F | $31.3M | 1.28% | 617,567 | Added |
| 25 | AMD | ADVANCED MICRO DEVICES INC | $29.3M | 1.20% | 144,246 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31