BEACON INVESTMENT ADVISORY SERVICES, INC.
CIK 1654599
13F filing for Q2 2026・No. 1,377
- Holdings
- US$2.69B
- Quarter change
- +US$257.37M
- Entries
- 812
- Net bought (estimate)
- −US$54.07M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 73
- Sold out 47
- Cut 192
- Added 131
- Corporate actions 2
- Unchanged 414
Largest holdings
810 stocks worth US$2.69B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 530,893 | US$196.45M | 7.30% |
| ISHARES TRCORE S&P SCP ETF | Added | 1,158,855 | US$171.87M | 6.39% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 1,118,625 | US$79.7M | 2.96% |
| ISHARES GOLD TRISHARES NEW | Added | 1,019,061 | US$76.95M | 2.86% |
| AMDAMDCOM | Cut | 127,204 | US$73.89M | 2.75% |
| AAPLAppleCOM | Cut | 247,372 | US$71.58M | 2.66% |
| MSFTMicrosoftCOM | Cut | 181,210 | US$67.59M | 2.51% |
| VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | Cut | 843,105 | US$66.63M | 2.48% |
| ISHARES TR1 3 YR TREAS BD | Cut | 775,709 | US$63.69M | 2.37% |
| AMATAPPLIED MATLS INCCOM | Cut | 86,486 | US$62.53M | 2.32% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.