BEACON INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Gaithersburg, MD
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 264,919
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 171 | 264,919 | 13F-HR | BEACON INVESTMENT ADVISORS LLC |
| Q4 2025 | 2/17/2026 | 166 | 249,275 | 13F-HR | BEACON INVESTMENT ADVISORS LLC |
| Q3 2025 | 11/14/2025 | 164 | 244,491 | 13F-HR | BEACON INVESTMENT ADVISORS LLC |
| Q2 2025 | 8/14/2025 | 161 | 231,924 | 13F-HR | BEACON INVESTMENT ADVISORS LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 259.6 K | 98.0% | 15.15 K | 0 | 15.15 K |
| ETFs | 5.257 K | 2.0% | 572 | 0 | 572 |
| Debt | 60 | 0.0% | 0 | 77 | -77 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
264,919
Holdings
171
QoQ value change ($000)
15,644
(6.3%)
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.