account_balance
Investment manager · 13F filer · SEC CIK 1654599
Beacon Investment Advisory Services, Inc.
Reported value$2.65Bas of Sep 30, 2026
Positions803 53 new, 60 sold out
Top 10 weight36.1%VTI alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
7.4%
IJRiShares Tr
6.1%Added +3%
MSFTMicrosoft Corp
3.3%Trimmed −5%
IAUiShares Gold Trust
3.1%Added +3%
VEAVanguard Tax-Managed FDS
3.1%Added +3%
AAPLApple Inc.
2.9%Trimmed −5%
AMDAdvanced Micro Devices Inc
2.8%Trimmed −5%
NVDANVIDIA Corp
2.5%Trimmed −6%
VCSHVanguard Scottsdale FDS
2.4%
SHYiShares Tr
2.4%
VIGVanguard Specialized Funds
2.1%+13%
JPMJPMorgan Chase & Co
1.9%
VTIVanguard Index FDS
7.4%
IJRiShares Tr
6.1%Added +3%
MSFTMicrosoft Corp
3.3%−5%
IAUiShares Gold Trust
3.1%+3%
VEAVanguard Tax-Managed FDS
3.1%+3%
AAPLApple Inc.
2.9%
AMDAdvanced Micro Devices Inc
2.8%
NVDANVIDIA Corp
2.5%
VCSHVanguard Scottsdale FDS
2.4%
SHY2.4%
VIG2.1%
JPM1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 7.4% Held
IJR iShares Tr 6.1% Added +3%
MSFT Microsoft Corp 3.3% Trimmed −5%IAU iShares Gold Trust 3.1% Added +3%VEA Vanguard Tax-Managed FDS 3.1% Added +3%
AAPL Apple Inc. 2.9% Trimmed −5%AMD Advanced Micro Devices Inc 2.8% Trimmed −5%NVDA NVIDIA Corp 2.5% Trimmed −6%VCSH Vanguard Scottsdale FDS 2.4% Held
SHY iShares Tr 2.4% Held
VIG Vanguard Specialized Funds 2.1% Added +13%
JPM JPMorgan Chase & Co 1.9% Trimmed −7%What changed
Biggest moves since Jun 30, 2026
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