BEACON INVESTMENT ADVISORY SERVICES, INC. - Portfolio overview

BEACON INVESTMENT ADVISORY SERVICES, INC. has 779 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 7.15%
2. IJR - ISHARES TR, 5.49%
3. IAU - ISHARES GOLD TR, 3.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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