StockDriftsStockDriftsTop 50 Beacon Investment Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.3% | 530.9K | $196.5M | -0.99%(-5.30K) | $156.83(+144.45%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.39% | 1.16M | $171.9M | +9.10%(+96.68K) | $92.23(+62.59%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.96% | 1.12M | $79.7M | +7.94%(+82.30K) | $51.54(+43.60%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.86% | 1.02M | $76.9M | +4.88%(+47.40K) | $37.58(+120.84%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.75% | 127.2K | $73.9M | -11.81%(-17.04K) | $116.68(+339.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.66% | 247.4K | $71.6M | -2.94%(-7.49K) | $60.48(+404.95%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.51% | 181.2K | $67.6M | -1.81%(-3.33K) | $195.09(+149.15%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.48% | 843.1K | $66.6M | -0.42%(-3.53K) | $77.43(+1.56%) | 2026-06-30 | |
| SHY | ISHARES TR | 2.37% | 775.7K | $63.7M | -0.82%(-6.43K) | $81.87(+0.19%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.32% | 86.5K | $62.5M | -14.28%(-14.40K) | $144.74(+267.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.20% | +45.05% | +6.01% | +33.90% |
| Top 20 Holdings Unweighted | +15.76% | +55.14% | +6.63% | +37.87% |
Beacon Investment Advisory Services INC reports $2.69B in US-listed equity holdings across 811 positions in its most recent 13F filing. Its largest disclosed positions are VTI (7.3%), IJR (6.4%) and VEA (3.0%). The top 20 holdings account for 53.01% of reported assets. Its disclosed equity book has returned +45.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beacon Investment Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1654599). View Beacon Investment Advisory Services INC’s 13F filings on SEC