BEACON INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Gaithersburg, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 318,455
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 178 | 318,455 | 13F-HR | BEACON INVESTMENT ADVISORS LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 312.5 K | 98.1% | 52.85 K | 0 | 52.85 K |
| ETFs | 5.958 K | 1.9% | 701 | 0 | 701 |
| Debt | 45 | 0.0% | 0 | 15 | -15 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
318,455
Holdings
178
QoQ value change ($000)
53,536
(20.2%)
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.