BEACON INVESTMENT ADVISORY SERVICES, INC.
All 13F Filings
- Location
- Morristown, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 2,658,746
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 804 | 2,658,746 | 13F-HR | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Q2 2026 | 7/8/2026 | 812 | 2,692,660 | 13F-HR | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Q1 2026 | 4/14/2026 | 787 | 2,435,286 | 13F-HR | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Q4 2025 | 1/16/2026 | 262 | 2,450,382 | 13F-HR/A - RESTATEMENT | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Q4 2025 | 1/14/2026 | 262 | 2,450,382 | 13F-HR | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Q3 2025 | 10/16/2025 | 254 | 2,377,819 | 13F-HR | BEACON INVESTMENT ADVISORY SERVICES, INC. |
| Q2 2025 | 7/15/2025 | 250 | 2,265,518 | 13F-HR | BEACON INVESTMENT ADVISORY SERVICES, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
6.101 K
(0.2% of total reported value)
· QoQ Δ:
+4.757 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.682 M | 63.4% | 0 | 31.78 K | -31.78 K |
| ETFs | 969.8 K | 36.6% | 0 | 6.87 K | -6.87 K |
| Debt | 697 | 0.0% | 0 | 14 | -14 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
2,658,746
Holdings
804
QoQ value change ($000)
-33,914
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.