Beacon Investment Advisory Services, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.36 Billion distributed in 254 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $173M, Ishares Core S&P Sm Cap ETF with a value of $106M, Microsoft Corp with a value of $100M, Jpmorgan Chase & CO with a value of $76M, and Apple Inc. with a value of $74.8M.

Examining the 13F form we can see an increase of $110M in the current position value, from $2.25B to 2.36B.

Below you can find more details about Beacon Investment Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.36 Billion
ETFs: $725 Million
Technology: $524 Million
Healthcare: $319 Million
Financial Services: $276 Million
Consumer Cyclical: $198 Million
Industrials: $145 Million
Communication Services: $75.3 Million
Basic Materials: $31.8 Million
Other: $66.9 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 254
  • Current Value $2.36 Billion
  • Prior Value $2.25 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 113 stocks
Track This Portfolio

Track Beacon Investment Advisory Services, Inc. Portfolio

Follow Beacon Investment Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Investment Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beacon Investment Advisory Services, Inc. with notifications on news.