Beacon Investment Advisory Services, Inc. Top Holdings and 13F Report (2026)

About Beacon Investment Advisory Services, Inc.

Investment Activity

Beacon Investment Advisory Services, Inc. has $2.44 billion in total holdings as of March 31, 2026.
Beacon Investment Advisory Services, Inc. owns shares of 787 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 11.62% of the portfolio was purchased this quarter.
About 8.06% of the portfolio was sold this quarter.
This quarter, Beacon Investment Advisory Services, Inc. has purchased 262 new stocks and bought additional shares in 76 stocks.
Beacon Investment Advisory Services, Inc. sold shares of 142 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $172,014,915
iShares Core S&P Small-Cap ETF: $132,039,307
iShares Gold Trust: $85,661,458
Microsoft: $68,313,034
Vanguard Short-Term Corporate Bond ETF: $67,112,669

Largest New Holdings this Quarter

040413205 - ARISTA NETWORKS INC: $11,760,360 Holding
253868103 - Digital Realty Trust: $10,281,702 Holding
097023105 - Boeing: $8,208,781 Holding
651639106 - Newmont: $7,620,151 Holding
368736104 - Generac: $6,495,700 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 44,000 shares (about $28.61M)
Chevron: 106,543 shares (about $22.04M)
SPDR S&P 500 ETF Trust: 27,530 shares (about $17.90M)
Amgen: 50,691 shares (about $17.84M)
Vanguard Dividend Appreciation ETF: 78,985 shares (about $16.99M)

Largest Sales this Quarter

Alphabet: 71,820 shares (about $20.65M)
TJX Companies: 79,995 shares (about $12.78M)
Home Depot: 36,113 shares (about $11.88M)
JPMorgan Chase & Co.: 28,490 shares (about $8.38M)
Apple: 32,004 shares (about $8.12M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$172,014,915	$2,065,697 â–²	1.2%	536,189	7.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$132,039,307	$15,271,355 â–²	13.1%	1,062,178	5.4%	ETF
IAU iShares Gold Trust	$85,661,458	$3,985,537 â–²	4.9%	971,659	3.5%	Finance
MSFT Microsoft	$68,313,034	$2,152,169 â–¼	-3.1%	184,545	2.8%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$67,112,669	$2,009,177 â–²	3.1%	846,634	2.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$66,407,564	$7,282,434 â–²	12.3%	1,036,323	2.7%	ETF
AAPL Apple	$64,680,324	$8,122,284 â–¼	-11.2%	254,858	2.7%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$64,580,890	$3,082,503 â–²	5.0%	782,135	2.7%	Manufacturing
JPM JPMorgan Chase & Co.	$57,982,502	$8,380,624 â–¼	-12.6%	197,112	2.4%	Finance
NVDA NVIDIA	$55,570,221	$5,203,217 â–²	10.3%	318,637	2.3%	Computer and Technology
MA Mastercard	$54,478,422	$2,391,372 â–¼	-4.2%	109,031	2.2%	Business Services
VIG Vanguard Dividend Appreciation ETF	$44,568,580	$16,986,505 â–²	61.6%	207,238	1.8%	ETF
GOOGL Alphabet	$41,629,852	$20,652,598 â–¼	-33.2%	144,769	1.7%	Computer and Technology
ADI Analog Devices	$40,867,239	$2,581,702 â–¼	-5.9%	128,457	1.7%	Computer and Technology
MS Morgan Stanley	$39,429,390	$6,315,219 â–¼	-13.8%	239,590	1.6%	Finance
AMGN Amgen	$37,584,576	$17,835,609 â–²	90.3%	106,820	1.5%	Medical
CAT Caterpillar	$37,078,095	$3,389,285 â–¼	-8.4%	52,336	1.5%	Industrials
AGG iShares Core U.S. Aggregate Bond ETF	$36,727,798	$1,701,785 â–²	4.9%	369,979	1.5%	Finance
TJX TJX Companies	$35,126,560	$12,775,225 â–¼	-26.7%	219,953	1.4%	Retail/Wholesale
AMAT Applied Materials	$34,482,522	$4,498,642 â–¼	-11.5%	100,888	1.4%	Computer and Technology
ROST Ross Stores	$33,361,115	$1,704,016 â–¼	-4.9%	154,000	1.4%	Retail/Wholesale
IDXX IDEXX Laboratories	$33,044,751	$2,326,786 â–¼	-6.6%	58,810	1.4%	Medical
JPST JPMorgan Ultra-Short Income ETF	$31,255,068	$582,369 â–²	1.9%	617,567	1.3%	ETF
SPY SPDR S&P 500 ETF Trust	$29,785,572	$28,614,960 â–²	2,444.4%	45,800	1.2%	Finance
AMD Advanced Micro Devices	$29,343,964	$1,968,999 â–¼	-6.3%	144,246	1.2%	Computer and Technology
JNJ Johnson & Johnson	$27,830,002	$97,287 â–¼	-0.3%	113,852	1.1%	Medical
ACWI iShares MSCI ACWI ETF	$26,367,373	$9,782,759 â–²	59.0%	190,557	1.1%	Manufacturing
IVV iShares Core S&P 500 ETF	$26,114,283	$364,495 â–¼	-1.4%	39,978	1.1%	ETF
VRTX Vertex Pharmaceuticals	$25,052,681	$8,032,808 â–¼	-24.3%	56,104	1.0%	Medical
PANW Palo Alto Networks	$24,681,104	$2,123,599 â–¼	-7.9%	153,949	1.0%	Computer and Technology
CVX Chevron	$23,197,800	$22,043,714 â–²	1,910.1%	112,121	1.0%	Energy
SHW Sherwin-Williams	$20,706,569	$1,080,895 â–¼	-5.0%	64,597	0.9%	Basic Materials
ETN Eaton	$20,579,259	$265,033 â–²	1.3%	57,537	0.8%	Industrials
AVGO Broadcom	$20,285,683	$1,539,200 â–¼	-7.1%	65,541	0.8%	Computer and Technology
BKNG Booking	$19,935,953	$1,170,474 â–¼	-5.5%	4,735	0.8%	Retail/Wholesale
FTNT Fortinet	$19,716,912	$1,179,792 â–¼	-5.6%	241,274	0.8%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$19,074,691	$17,904,066 â–²	1,529.4%	29,330	0.8%	Finance
ABBV AbbVie	$18,727,072	$172,035 â–¼	-0.9%	86,105	0.8%	Medical
SYK Stryker	$18,293,920	$1,485,227 â–¼	-7.5%	55,674	0.8%	Medical
HON Honeywell International	$18,047,627	$266,942 â–¼	-1.5%	79,846	0.7%	Multi-Sector Conglomerates
ISRG Intuitive Surgical	$17,757,796	$7,574,066 â–¼	-29.9%	38,521	0.7%	Medical
VWO Vanguard FTSE Emerging Markets ETF	$16,723,448	$4,192,334 â–²	33.5%	309,407	0.7%	ETF
SCCO Southern Copper	$16,622,903	$1,370,115 â–²	9.0%	96,611	0.7%	Basic Materials
LLY Eli Lilly and Company	$16,572,487	$974,960 â–¼	-5.6%	18,018	0.7%	Medical
DXCM DexCom	$16,162,397	$971,704 â–¼	-5.7%	257,363	0.7%	Medical
GILD Gilead Sciences	$15,993,585	$449,469 â–²	2.9%	114,756	0.7%	Medical
CSCO Cisco Systems	$15,732,028	$218,727 â–²	1.4%	202,758	0.6%	Computer and Technology
VOO Vanguard S&P 500 ETF	$15,271,003	$3,945,627 â–²	34.8%	25,556	0.6%	ETF
GE VERNOVA INC	$14,665,593	$13,731,590 â–²	1,470.2%	16,801	0.6%	COM
DHR Danaher	$14,626,325	$543,394 â–¼	-3.6%	77,143	0.6%	Medical
PODD Insulet	$14,352,217	$745,771 â–¼	-4.9%	68,396	0.6%	Medical
HD Home Depot	$14,281,252	$11,877,089 â–¼	-45.4%	43,423	0.6%	Retail/Wholesale
NVR NVR	$13,977,030	$751,241 â–¼	-5.1%	2,121	0.6%	Construction
TSM Taiwan Semiconductor Manufacturing	$13,538,615	$2,992,209 â–¼	-18.1%	40,061	0.6%	Computer and Technology
RTX RTX	$12,403,189	$595,671 â–¼	-4.6%	64,299	0.5%	Aerospace
NEE NextEra Energy	$12,285,919	$687,314 â–²	5.9%	132,277	0.5%	Utilities
ARISTA NETWORKS INC	$11,760,360	$11,760,360 â–²	New Holding	95,784	0.5%	COM SHS
META Meta Platforms	$11,229,888	$10,336,211 â–²	1,156.6%	19,628	0.5%	Computer and Technology
CB Chubb	$10,840,435	$245,099 â–²	2.3%	33,260	0.4%	Finance
UBER Uber Technologies	$10,682,037	$1,270,859 â–²	13.5%	148,506	0.4%	Computer and Technology
NOC Northrop Grumman	$10,285,287	$476,878 â–¼	-4.4%	15,076	0.4%	Aerospace
DLR Digital Realty Trust	$10,281,702	$10,281,702 â–²	New Holding	57,054	0.4%	Finance
INTU Intuit	$9,829,088	$7,916,279 â–¼	-44.6%	22,733	0.4%	Computer and Technology
BND Vanguard Total Bond Market ETF	$9,709,751	$194,042 â–¼	-2.0%	131,854	0.4%	ETF
URI United Rentals	$9,226,488	$3,232,622 â–²	53.9%	12,664	0.4%	Construction
ENB Enbridge	$9,013,228	$140,168 â–²	1.6%	166,480	0.4%	Energy
SNA Snap-On	$8,928,696	$235,730 â–²	2.7%	24,582	0.4%	Consumer Discretionary
WM Waste Management	$8,776,830	$765,890 â–²	9.6%	38,195	0.4%	Business Services
COWZ Pacer US Cash Cows 100 ETF	$8,626,990	$1,198,966 â–²	16.1%	137,899	0.4%	ETF
DRI Darden Restaurants	$8,407,469	$94,296 â–¼	-1.1%	42,886	0.3%	Retail/Wholesale
CME CME Group	$8,400,645	$212,652 â–²	2.6%	28,443	0.3%	Finance
BA Boeing	$8,208,781	$8,208,781 â–²	New Holding	41,244	0.3%	Aerospace
VLO Valero Energy	$8,153,755	$2,316,655 â–¼	-22.1%	33,000	0.3%	Energy
DUK Duke Energy	$7,944,847	$172,187 â–²	2.2%	60,675	0.3%	Utilities
ALL Allstate	$7,752,736	$24,674 â–¼	-0.3%	37,391	0.3%	Finance
BAC Bank of America	$7,665,597	$928,493 â–²	13.8%	157,243	0.3%	Finance
NEM Newmont	$7,620,151	$7,620,151 â–²	New Holding	70,394	0.3%	Basic Materials
REGN Regeneron Pharmaceuticals	$7,581,180	$203,205 â–¼	-2.6%	9,812	0.3%	Medical
PEP PepsiCo	$7,496,772	$745,081 â–²	11.0%	48,276	0.3%	Consumer Staples
EQIX Equinix	$7,248,176	$96,067 â–²	1.3%	7,394	0.3%	Finance
GOOG Alphabet	$7,182,225	$399,315 â–¼	-5.3%	25,037	0.3%	Computer and Technology
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$7,143,789	$37,311 â–¼	-0.5%	71,033	0.3%	ETF
ADBE Adobe	$7,090,158	$540,853 â–¼	-7.1%	29,168	0.3%	Computer and Technology
AMZN Amazon.com	$7,070,350	$416,332 â–¼	-5.6%	33,948	0.3%	Retail/Wholesale
GS The Goldman Sachs Group	$6,901,587	$6,381,303 â–²	1,226.5%	8,158	0.3%	Finance
MTD Mettler-Toledo International	$6,782,734	$393,494 â–¼	-5.5%	5,378	0.3%	Medical
IWM iShares Russell 2000 ETF	$6,778,832	$64,728 â–¼	-0.9%	27,334	0.3%	Finance
PNW Pinnacle West Capital	$6,614,570	$48,562 â–²	0.7%	65,653	0.3%	Utilities
GNRC Generac	$6,495,700	$6,495,700 â–²	New Holding	33,255	0.3%	Industrials
ITW Illinois Tool Works	$6,463,782	$525,005 â–¼	-7.5%	24,833	0.3%	Industrials
MCO Moody's	$5,592,339	$393,501 â–¼	-6.6%	12,819	0.2%	Finance
NVO Novo Nordisk A/S	$5,574,571	$333,396 â–¼	-5.6%	151,689	0.2%	Medical
NOW ServiceNow	$5,521,495	$368,957 â–²	7.2%	52,812	0.2%	Computer and Technology
HQY HealthEquity	$4,819,148	$4,819,148 â–²	New Holding	57,666	0.2%	Medical
SBUX Starbucks	$4,675,613	$8,869 â–¼	-0.2%	52,189	0.2%	Retail/Wholesale
CGNX Cognex	$4,393,081	$36,498 â–¼	-0.8%	89,673	0.2%	Computer and Technology
XOM ExxonMobil	$3,926,830	$168,644 â–¼	-4.1%	23,145	0.2%	Energy
JMST JPMorgan Ultra-Short Municipal ETF	$3,730,768	$1,224,591 â–¼	-24.7%	73,181	0.2%	ETF
CRM Salesforce	$3,699,613	$101,735 â–¼	-2.7%	19,819	0.2%	Computer and Technology
WSM Williams-Sonoma	$3,615,240		0.0%	19,828	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Beacon Investment Advisory Services, Inc. Top Holdings and 13F Report (2026)

About Beacon Investment Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Beacon Investment Advisory Services, Inc. Top Holdings and 13F Report (2026)

About Beacon Investment Advisory Services, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeacon Investment Advisory Services, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools