BEACON INVESTMENT ADVISORY SERVICES, INC. 13F Holdings

CIK 0001654599 · Morristown, NJ

As of Sep 30, 2025, BEACON INVESTMENT ADVISORY SERVICES, INC. reported 254 positions worth $2.4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—526,159 72.7M7.30%
ISHARES CORE S&P SMALL-CAP ETFIJR—888,362 05.6M4.46%
MICROSOFT CORPMSFTTechnology193,824 00.4M4.25%
JPMORGAN CHASE & COJPMFinancial Services240,887$76.0M3.21%
APPLE INCAAPLTechnology293,615$74.8M3.16%
MASTERCARD INCMAFinancial Services119,639$68.1M2.88%
ISHARES GOLD TRUSTIAU—923,448$67.2M2.84%
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDVCSH—734,289$58.7M2.48%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—697,304$57.8M2.45%
NVIDIA CORPNVDATechnology299,981$56.0M2.37%
VANGUARD TAX-MANAGED FUNDSVEA—932,557$55.9M2.36%
ALPHABET INCGOOGLEquity221,617$53.9M2.28%
MORGAN STANLEYMSFinancial Services299,568$47.6M2.01%
TJX COMPANIES INCTJXConsumer Cyclical302,747$43.8M1.85%
BOOKING HOLDINGS INCBKNGIndustrials7,618$41.1M1.74%
IDEXX LABORATORIES INCIDXXHealthcare56,241$35.9M1.52%
ANALOG DEVICES INCADITechnology142,858$35.1M1.48%
PALO ALTO NETWORKS INCPANWTechnology171,855$35.0M1.48%
ILLINOIS TOOL WORKS INCITWIndustrials128,303$33.5M1.42%
HOME DEPOT INCHDConsumer Cyclical81,807$33.1M1.40%
VERTEX PHARMACEUTICALS INCVRTXHealthcare76,142$29.8M1.26%
INTUIT INCINTUTechnology42,107$28.8M1.22%
ISHARES CORE US AGGREGATE BOND ETFAGG—280,368$28.1M1.19%
ISHARES CORE S&P 500 ETFIVV—40,884$27.4M1.16%
ADVANCED MICRO DEVICES INCAMDEquity163,765$26.5M1.12%