StockDriftsStockDriftsTop 50 Beacon Investment Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 7.44% | 527.5K | $197.4M | -0.64%(-3.42K) | $166.36(+125.74%) | 2026-09-30 | |
| IJR | ISHARES TR | 6.14% | 1.20M | $162.9M | +3.36%(+38.91K) | $93.85(+44.71%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.33% | 172.5K | $88.5M | -4.83%(-8.76K) | $195.09(+173.47%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 3.09% | 1.05M | $82.1M | +3.10%(+31.57K) | $38.76(+100.86%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.06% | 1.15M | $81.2M | +2.82%(+31.52K) | $52.07(+33.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.93% | 233.8K | $77.8M | -5.50%(-13.61K) | $60.48(+467.06%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.78% | 120.4K | $73.7M | -5.35%(-6.81K) | $116.68(+361.14%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.53% | 293.4K | $67.0M | -6.08%(-19.00K) | $33.89(+540.52%) | 2026-09-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.43% | 832.9K | $64.3M | -1.21%(-10.21K) | $77.43(-0.04%) | 2026-09-30 | |
| SHY | ISHARES TR | 2.38% | 777.5K | $63.1M | +0.23%(+1.77K) | $81.87(-0.68%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.54% | +58.27% | +5.96% | +33.55% |
| Top 20 Holdings Unweighted | +19.14% | +69.09% | +6.88% | +39.48% |
Beacon Investment Advisory Services INC reports $2.66B in US-listed equity holdings across 803 positions in its most recent 13F filing. Its largest disclosed positions are VTI (7.4%), IJR (6.1%) and MSFT (3.3%). The top 20 holdings account for 53.09% of reported assets. Its disclosed equity book has returned +58.27% on a three-year cumulative basis. Figures reflect the Q3 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