BEACON INVESTMENT ADVISORY SERVICES, INC.
    Stock Holdings

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    |

    13F Holdings

    $2.45 billion

    $ Current Holdings

    239

    # Current Holdings

    1

    # Positions Opened

    60

    # Positions Increased

    8

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Jun 2026
    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    IYWiShares U.S. Technology ETF$314,780,4242,415,4882,415,4882,312,2942,150,2041,963,0741,898,0261,815,5571,759,3421,858,104
    VFINXVanguard 500 Index Fund$219,203,327574,609574,609567,450552,947544,257540,602465,991457,300486,099
    VTMSXVanguard Tax-Managed Small-Cap Fund Admiral Shares$79,702,0621,118,6251,118,6251,036,323922,677932,557836,466747,905687,880638,772