BEACON INVESTMENT ADVISORY SERVICES, INC.
•CIK: 1654599•Filing: Q4 2025
**BEACON INVESTMENT ADVISORY SERVICES, INC.** manages $2.4B across a diversified portfolio of 261 positions. The strategy exhibits significant exposure to core US equity indices, evidenced by the top holdings in VTI ($177.6M) and IJR ($112.9M). Notable allocations include technology giants MSFT ($92.1M) and AAPL ($78.0M), alongside substantial commodity and fixed-income hedges via IAU* ($75.2M) and SHY ($61.7M). This structure suggests a balanced, large-cap growth orientation with tactical risk mitigation.
Total AUM
$2.4B
QoQ Performance
+1.7%
Positions
225
Top 10 Concentration
36.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VTI7.3%
IJR4.7%
MSFT3.8%
AAPL3.2%
IAU*3.1%
JPM3.0%
GOOGL2.8%
VCSH2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.6%
Technology18.1%
Financial7.2%
Healthcare5.1%
Consumer3.5%
Industrial2.7%
ETF1.7%
Materials0.9%
🚪 Exited Positionssold since Q3 2025
+50 more exited positions
Changes from Q3 2025
NEW2 new positions
↑78 increased
↓103 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023