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 $2.69B across 810 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($196.5M, 7.30%), IJR ($171.9M, 6.38%), VEA ($79.7M, 2.96%), IAU ($76.9M, 2.86%), AMD ($73.9M, 2.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $196.5M | 7.30% | 530,893 | Trimmed |
| 2 | IJR | ISHARES TR | $171.9M | 6.38% | 1.2M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $79.7M | 2.96% | 1.1M | Added |
| 4 | IAU | ISHARES GOLD TR | $76.9M | 2.86% | 1.0M | Added |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $73.9M | 2.74% | 127,204 | Trimmed |
| 6 | AAPL | APPLE INC | $71.6M | 2.66% | 247,372 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $67.6M | 2.51% | 181,210 | Trimmed |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $66.6M | 2.47% | 843,105 | Trimmed |
| 9 | SHY | ISHARES TR | $63.7M | 2.37% | 775,709 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $62.5M | 2.32% | 312,373 | Trimmed |
| 11 | AMAT | APPLIED MATLS INC | $62.5M | 2.32% | 86,486 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $53.9M | 2.00% | 164,655 | Trimmed |
| 13 | CAT | CATERPILLAR INC | $53.8M | 2.00% | 50,514 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $50.3M | 1.87% | 140,642 | Trimmed |
| 15 | PANW | PALO ALTO NETWORKS INC | $50.0M | 1.86% | 146,516 | Trimmed |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $48.9M | 1.82% | 206,869 | Trimmed |
| 17 | MS | MORGAN STANLEY | $47.8M | 1.77% | 228,589 | Trimmed |
| 18 | ADI | ANALOG DEVICES INC | $44.3M | 1.64% | 111,445 | Trimmed |
| 19 | MA | MASTERCARD INCORPORATED | $43.7M | 1.62% | 85,132 | Trimmed |
| 20 | ACWI | ISHARES TR | $40.4M | 1.50% | 257,110 | Added |
| 21 | AGG | ISHARES TR | $38.5M | 1.43% | 388,721 | Added |
| 22 | AMGN | AMGEN INC | $38.0M | 1.41% | 104,988 | Trimmed |
| 23 | FTNT | FORTINET INC | $35.5M | 1.32% | 231,189 | Trimmed |
| 24 | SCCO | SOUTHERN COPPER CORP | $34.6M | 1.29% | 198,590 | Added |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $32.4M | 1.20% | 640,700 | Added |
Source: SEC Form 13F filings · as of 2026-06-30