BEACON INVESTMENT ADVISORY SERVICES, INC.

Est. AUM

$2.69B

13F long equity, this entity only

Positions

812

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$196.5M	530893	7.30%	SOLE
2	ISHARES TR	CORE S&P SCP ETF	$171.9M	1158855	6.38%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$79.7M	1118625	2.96%	SOLE
4	ISHARES GOLD TR	ISHARES NEW	$76.9M	1019061	2.86%	SOLE
5	ADVANCED MICRO DEVICES INC	COM	$73.9M	127204	2.74%	SOLE
6	APPLE INC	COM	$71.6M	247372	2.66%	SOLE
7	MICROSOFT CORP	COM	$67.6M	181210	2.51%	SOLE
8	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$66.6M	843105	2.47%	SOLE
9	ISHARES TR	1 3 YR TREAS BD	$63.7M	775709	2.37%	SOLE
10	APPLIED MATLS INC	COM	$62.5M	86486	2.32%	SOLE
11	NVIDIA CORPORATION	COM	$62.5M	312373	2.32%	SOLE
12	JPMORGAN CHASE & CO	COM	$53.9M	164655	2.00%	SOLE
13	CATERPILLAR INC	COM	$53.8M	50514	2.00%	SOLE
14	ALPHABET INC	CAP STK CL A	$50.3M	140642	1.87%	SOLE
15	PALO ALTO NETWORKS INC	COM	$50.0M	146516	1.86%	SOLE
16	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$48.9M	206869	1.82%	SOLE
17	MORGAN STANLEY	COM NEW	$47.8M	228589	1.77%	SOLE
18	ANALOG DEVICES INC	COM	$44.3M	111445	1.64%	SOLE
19	MASTERCARD INCORPORATED	CL A	$43.7M	85132	1.62%	SOLE
20	ISHARES TR	MSCI ACWI ETF	$40.4M	257110	1.50%	SOLE
21	ISHARES TR	CORE US AGGBD ET	$38.5M	388721	1.43%	SOLE
22	AMGEN INC	COM	$38.0M	104988	1.41%	SOLE
23	FORTINET INC	COM	$35.5M	231189	1.32%	SOLE
24	SOUTHERN COPPER CORP	COM	$34.6M	198590	1.29%	SOLE
25	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$32.4M	640700	1.20%	SOLE
26	TJX COS INC NEW	COM	$31.8M	210173	1.18%	SOLE
27	ROSS STORES INC	COM	$31.2M	146715	1.16%	SOLE
28	ISHARES TR	CORE S&P500 ETF	$29.1M	38892	1.08%	SOLE
29	IDEXX LABS INC	COM	$29.0M	55153	1.08%	SOLE
30	JOHNSON & JOHNSON	COM	$28.5M	112400	1.06%	SOLE
31	VERTEX PHARMACEUTICALS INC	COM	$26.5M	53380	0.98%	SOLE
32	ARISTA NETWORKS INC	COM SHS	$23.8M	140381	0.89%	SOLE
33	EATON CORP PLC	SHS	$23.7M	55706	0.88%	SOLE
34	BROADCOM INC	COM	$23.4M	61941	0.87%	SOLE
35	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$22.2M	372181	0.83%	SOLE
36	ABBVIE INC	COM	$21.3M	84475	0.79%	SOLE
37	VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.0M	30562	0.78%	SOLE
38	ELI LILLY & CO	COM	$20.6M	17158	0.76%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$20.3M	27186	0.75%	SOLE
40	BOOKING HOLDINGS INC	COM	$20.1M	112917	0.75%	SOLE
41	CISCO SYS INC	COM	$19.5M	165957	0.72%	SOLE
42	GE VERNOVA INC	COM	$19.3M	16438	0.72%	SOLE
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$18.5M	38659	0.69%	SOLE
44	CHEVRON CORPORATION	COM	$17.2M	104023	0.64%	SOLE
45	DEXCOM INC	COM	$16.3M	242672	0.61%	SOLE
46	STRYKER CORPORATION	COM	$15.7M	49723	0.58%	SOLE
47	UNITED RENTALS INC	COM	$14.6M	12881	0.54%	SOLE
48	INTUITIVE SURGICAL INC	COM NEW	$14.6M	36626	0.54%	SOLE
49	GILEAD SCIENCES INC	COM	$14.2M	112362	0.53%	SOLE
50	NVR INC	COM	$13.8M	2029	0.51%	SOLE

1–50 of 812

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.