Universe · entity
BEACON INVESTMENT ADVISORY SERVICES, INC.
Institutional manager (13F) · CIK 1654599
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $172M | 536,189 |
| 2 | ISHARES TR | $132M | 1,062,178 |
| 3 | ISHARES GOLD TR | $86M | 971,659 |
| 4 | MICROSOFT CORP | $68M | 184,545 |
| 5 | VANGUARD SCOTTSDALE FDS | $67M | 846,634 |
| 6 | VANGUARD TAX-MANAGED FDS | $66M | 1,036,323 |
| 7 | APPLE INC | $65M | 254,858 |
| 8 | ISHARES TR | $65M | 782,135 |
| 9 | JPMORGAN CHASE & CO | $58M | 197,112 |
| 10 | NVIDIA CORPORATION | $56M | 318,637 |
| 11 | MASTERCARD INCORPORATED | $54M | 109,031 |
| 12 | VANGUARD SPECIALIZED FUNDS | $45M | 207,238 |
| 13 | ALPHABET INC | $42M | 144,769 |
| 14 | ANALOG DEVICES INC | $41M | 128,457 |
| 15 | MORGAN STANLEY | $39M | 239,590 |
| 16 | AMGEN INC | $38M | 106,820 |
| 17 | CATERPILLAR INC | $37M | 52,336 |
| 18 | ISHARES TR | $37M | 369,979 |
| 19 | TJX COS INC NEW | $35M | 219,953 |
| 20 | APPLIED MATLS INC | $34M | 100,888 |
| 21 | ROSS STORES INC | $33M | 154,000 |
| 22 | IDEXX LABS INC | $33M | 58,810 |
| 23 | J P MORGAN EXCHANGE TRADED F | $31M | 617,567 |
| 24 | ADVANCED MICRO DEVICES INC | $29M | 144,246 |
| 25 | JOHNSON & JOHNSON | $28M | 113,852 |
| 26 | ISHARES TR | $26M | 190,557 |
| 27 | ISHARES TR | $26M | 39,978 |
| 28 | VERTEX PHARMACEUTICALS INC | $25M | 56,104 |
| 29 | PALO ALTO NETWORKS INC | $25M | 153,949 |
| 30 | CHEVRON CORPORATION | $23M | 112,121 |
| 31 | SHERWIN WILLIAMS CO | $21M | 64,597 |
| 32 | EATON CORP PLC | $21M | 57,537 |
| 33 | BROADCOM INC | $20M | 65,541 |
| 34 | BOOKING HOLDINGS INC | $20M | 4,735 |
| 35 | FORTINET INC | $20M | 241,274 |
| 36 | STATE STR SPDR S&P 500 ETF T | $19M | 29,330 |
| 37 | ABBVIE INC | $19M | 86,105 |
| 38 | STRYKER CORPORATION | $18M | 55,674 |
| 39 | HONEYWELL INTL INC | $18M | 79,846 |
| 40 | INTUITIVE SURGICAL INC | $18M | 38,521 |
| 41 | VANGUARD INTL EQUITY INDEX F | $17M | 309,407 |
| 42 | SOUTHERN COPPER CORP | $17M | 96,611 |
| 43 | ELI LILLY & CO | $17M | 18,018 |
| 44 | DEXCOM INC | $16M | 257,363 |
| 45 | GILEAD SCIENCES INC | $16M | 114,756 |
| 46 | CISCO SYS INC | $16M | 202,758 |
| 47 | VANGUARD INDEX FDS | $15M | 25,556 |
| 48 | GE VERNOVA INC | $15M | 16,801 |
| 49 | DANAHER CORP DEL | $15M | 77,143 |
| 50 | INSULET CORP | $14M | 68,396 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.