Back to BEACON INVESTMENT ADVISORY SERVICES, INC.

BEACON INVESTMENT ADVISORY SERVICES, INC.

Q2 2026 13F filing

Updated 65 days ago

812 disclosed positions worth $2.7B

Portfolio value
$2.7B
Total holdings
812
New positions
73
Closed positions
48
Increased
139
Decreased
191
Turnover
14.9%
Filed
2026-07-08

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

-1.0%
Value
$196.5M
Shares
530.9K
% Port
7.30%
E

ISHARES TR

+9.1%
Value
$171.9M
Shares
1.16M
% Port
6.38%
V

VANGUARD TAX-MANAGED FDS

+7.9%
Value
$79.7M
Shares
1.12M
% Port
2.96%
I
4.IAU

ISHARES GOLD TR

+4.9%
Value
$76.9M
Shares
1.02M
% Port
2.86%
A
5.AMD

ADVANCED MICRO DEVICES INC

-11.8%
Value
$73.9M
Shares
127.2K
% Port
2.74%
A

APPLE INC

-2.9%
Value
$71.6M
Shares
247.4K
% Port
2.66%
M

MICROSOFT CORP

-1.8%
Value
$67.6M
Shares
181.2K
% Port
2.51%
V

VANGUARD SCOTTSDALE FDS

-0.4%
Value
$66.6M
Shares
843.1K
% Port
2.47%
B
9.BLK

ISHARES TR

-0.8%
Value
$63.7M
Shares
775.7K
% Port
2.37%
A
10.AMAT

APPLIED MATLS INC

-14.3%
Value
$62.5M
Shares
86.5K
% Port
2.32%
N
11.NVDA

NVIDIA CORPORATION

-2.0%
Value
$62.5M
Shares
312.4K
% Port
2.32%
J

JPMORGAN CHASE & CO

-16.5%
Value
$53.9M
Shares
164.7K
% Port
2.00%
C
13.CAT

CATERPILLAR INC

-3.5%
Value
$53.8M
Shares
50.5K
% Port
2.00%
G

ALPHABET INC

-2.9%
Value
$50.3M
Shares
140.6K
% Port
1.87%
P
15.PANW

PALO ALTO NETWORKS INC

-4.8%
Value
$50M
Shares
146.5K
% Port
1.86%
B
16.BX

VANGUARD SPECIALIZED FUNDS

-0.2%
Value
$48.9M
Shares
206.9K
% Port
1.82%
M

MORGAN STANLEY

-4.6%
Value
$47.8M
Shares
228.6K
% Port
1.77%
A
18.ADI

ANALOG DEVICES INC

-13.2%
Value
$44.3M
Shares
111.4K
% Port
1.64%
M
19.MA

MASTERCARD INCORPORATED

-21.9%
Value
$43.7M
Shares
85.1K
% Port
1.62%
B
20.BLK

ISHARES TR

+34.9%
Value
$40.4M
Shares
257.1K
% Port
1.50%
E
21.ETHA

ISHARES TR

+5.1%
Value
$38.5M
Shares
388.7K
% Port
1.43%
A
22.AMGN

AMGEN INC

-1.7%
Value
$38M
Shares
105.0K
% Port
1.41%
F
23.FTNT

FORTINET INC

-4.2%
Value
$35.5M
Shares
231.2K
% Port
1.32%
S
24.SCCO

SOUTHERN COPPER CORP

+105.6%
Value
$34.6M
Shares
198.6K
% Port
1.29%
J

J P MORGAN EXCHANGE TRADED F

+3.8%
Value
$32.4M
Shares
640.7K
% Port
1.20%
T
26.TJX

TJX COS INC NEW

-4.5%
Value
$31.8M
Shares
210.2K
% Port
1.18%
R
27.ROST

ROSS STORES INC

-4.7%
Value
$31.2M
Shares
146.7K
% Port
1.16%
E
28.ETHA

ISHARES TR

-2.7%
Value
$29.1M
Shares
38.9K
% Port
1.08%
I
29.IDXX

IDEXX LABS INC

-6.2%
Value
$29M
Shares
55.2K
% Port
1.08%
J
30.JNJ

JOHNSON & JOHNSON

-1.3%
Value
$28.5M
Shares
112.4K
% Port
1.06%
V
31.VRTX

VERTEX PHARMACEUTICALS INC

-4.9%
Value
$26.5M
Shares
53.4K
% Port
0.98%
A
32.ANET

ARISTA NETWORKS INC

+46.6%
Value
$23.8M
Shares
140.4K
% Port
0.89%
E
33.ETN

EATON CORP PLC

-3.2%
Value
$23.7M
Shares
55.7K
% Port
0.88%
A
34.AVGO

BROADCOM INC

-5.5%
Value
$23.4M
Shares
61.9K
% Port
0.87%
V
35.VGES

VANGUARD INTL EQUITY INDEX F

+20.3%
Value
$22.2M
Shares
372.2K
% Port
0.82%
A
36.ABBV

ABBVIE INC

-1.9%
Value
$21.3M
Shares
84.5K
% Port
0.79%
V
37.VGES

VANGUARD INDEX FDS

+19.6%
Value
$21M
Shares
30.6K
% Port
0.78%
L
38.LLY

ELI LILLY & CO

-4.8%
Value
$20.6M
Shares
17.2K
% Port
0.76%
S
39.SPY

STATE STR SPDR S&P 500 ETF T

-7.3%
Value
$20.3M
Shares
27.2K
% Port
0.75%
B
40.BKNG

BOOKING HOLDINGS INC

+2284.7%
Value
$20.1M
Shares
112.9K
% Port
0.75%
C
41.CSCO

CISCO SYS INC

-18.1%
Value
$19.5M
Shares
166.0K
% Port
0.72%
G
42.GEV

GE VERNOVA INC

-2.2%
Value
$19.3M
Shares
16.4K
% Port
0.72%
T

TAIWAN SEMICONDUCTOR MANUFAC

-3.5%
Value
$18.5M
Shares
38.7K
% Port
0.69%
C
44.CVX

CHEVRON CORPORATION

-7.2%
Value
$17.2M
Shares
104.0K
% Port
0.64%
D
45.DXCM

DEXCOM INC

-5.7%
Value
$16.3M
Shares
242.7K
% Port
0.61%
S
46.SYK

STRYKER CORPORATION

-10.7%
Value
$15.7M
Shares
49.7K
% Port
0.58%
U
47.URI

UNITED RENTALS INC

+1.7%
Value
$14.6M
Shares
12.9K
% Port
0.54%
I
48.ISRG

INTUITIVE SURGICAL INC

-4.9%
Value
$14.6M
Shares
36.6K
% Port
0.54%
G
49.GILD

GILEAD SCIENCES INC

-2.1%
Value
$14.2M
Shares
112.4K
% Port
0.53%
N
50.NVR

NVR INC

-4.3%
Value
$13.8M
Shares
2.0K
% Port
0.51%