Institutional Fund
Beacon Investment Advisory Services, Inc.
Morristown, NJCIK 16545996 filings on record
Portfolio Value
$2.41B
Q1 2026
Holdings
784
Reported positions
New Buys
526
Opened this quarter
QoQ Change
-1.8%
from $2.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds7.2%
- Ishares Tr5.5%
- Ishares Gold Tr3.6%
- Microsoft Corp2.8%
- Vanguard Scottsdale Fds2.8%
- Vanguard Tax-Managed Fds2.8%
- Other75.4%
Portfolio Holdings
784 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 536.2K | $172.01M | 7.2% | +6.4K | Added |
| 2 | Ishares Tr | 1.06M | $132.04M | 5.5% | +122.8K | Added |
| 3 | Ishares Gold Tr | 971.7K | $85.66M | 3.6% | +45.2K | Added |
| 4 | Microsoft Corp | 184.5K | $68.31M | 2.8% | −5.8K | Reduced |
| 5 | Vanguard Scottsdale Fds | 846.6K | $67.11M | 2.8% | +25.3K | Added |
| 6 | Vanguard Tax-Managed Fds | 1.04M | $66.41M | 2.8% | +113.6K | Added |
| 7 | Apple Inc | 254.9K | $64.68M | 2.7% | −32.0K | Reduced |
| 8 | Ishares Tr | 782.1K | $64.58M | 2.7% | +37.3K | Added |
| 9 | Jpmorgan Chase & Co. | 197.1K | $57.98M | 2.4% | −28.5K | Reduced |
| 10 | Nvidia Corporation | 318.6K | $55.57M | 2.3% | +29.8K | Added |
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