BEACON INVESTMENT ADVISORY SERVICES, INC.: 13F holdings
CIK 16545992026Q2
| Positions | 811 |
|---|
| Reported value | $2.7bn |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 811 (+25 vs prior quarter) |
|---|
| Reported value | $2.7bn (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 530,893 | $196.5m | 7.3% |
| IJR ISHARES TR | 1,158,855 | $171.9m | 6.4% |
| VEA VANGUARD TAX-MANAGED FDS | 1,118,625 | $79.7m | 3.0% |
| IAU ISHARES GOLD TR | 1,019,061 | $76.9m | 2.9% |
| AMD ADVANCED MICRO DEVICES INC | 127,204 | $73.9m | 2.7% |
| AAPL APPLE INC | 247,372 | $71.6m | 2.7% |
| MSFT MICROSOFT CORP | 181,210 | $67.6m | 2.5% |
| VCSH VANGUARD SCOTTSDALE FDS | 843,105 | $66.6m | 2.5% |
| SHY ISHARES TR | 775,709 | $63.7m | 2.4% |
| AMAT APPLIED MATLS INC | 86,486 | $62.5m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1654599")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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