Arkolith/Funds/Beacon Investment Advisory Services, Inc.

Beacon Investment Advisory Services, Inc.

CIK 1654599
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Beacon Investment Advisory Services, Inc. holds a diversified book of 810 stocks worth $2.7B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 7% of the equity book. They also disclosed $1.3M in put options (a bearish bet), shown separately below and excluded from the equity book.

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Use Arkolith to show BEACON INVESTMENT ADVISORY SERVICES, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
74
new positions
Added to
139
existing
Trimmed
191
reduced
Sold out
42
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

66% mapped to company sectors

ETF / fund or unclassified
34%
Information Technology
27%
Financials
11%
Health Care
10%
Industrials
8%
Consumer Discretionary
4%
Materials
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

810 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
TOTAL STK MKT
$196.5M530.9K
7.3%
−1.0%
Reduced · −5K sh
2Ishares TR
CORE S&P SCP ETF
$171.9M1.16M
6.4%
+9.1%
Added · +97K sh
3Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$79.7M1.12M
3.0%
+7.9%
Added · +82K sh
4Ishares Gold TR
ISHARES NEW
$76.9M1.02M
2.9%
+4.9%
Added · +47K sh
5Advanced Micro Devices Inc
COM
$73.9M127.2K
2.7%
−12%
Reduced · −17K sh
6Apple Inc
COM
$71.6M247.4K
2.7%
−2.9%
Reduced · −7K sh
7Microsoft Corp
COM
$67.6M181.2K
2.5%
−1.8%
Reduced · −3K sh
8Vanguard Scottsdale FDS
SHRT TRM CORP BD
$66.6M843.1K
2.5%
−0.4%
Reduced · −4K sh
9Ishares TR
1 3 YR TREAS BD
$63.7M775.7K
2.4%
−0.8%
Reduced · −6K sh
10Applied Matls Inc
COM
$62.5M86.5K
2.3%
−14%
Reduced · −14K sh
11Nvidia Corporation
COM
$62.5M312.4K
2.3%
−2.0%
Reduced · −6K sh
12JPMorgan Chase & Co
COM
$53.9M164.7K
2.0%
−16%
Reduced · −32K sh
13Caterpillar Inc
COM
$53.8M50.5K
2.0%
−3.5%
Reduced · −2K sh
14Alphabet Inc
CAP STK CL A
$50.3M140.6K
1.9%
−2.9%
Reduced · −4K sh
15Palo Alto Networks Inc
COM
$50.0M146.5K
1.9%
−4.8%
Reduced · −7K sh
16Vanguard Specialized Funds
DIV APP ETF
$48.9M206.9K
1.8%
−0.2%
Reduced · −369 sh
17Morgan Stanley
COM NEW
$47.8M228.6K
1.8%
−4.6%
Reduced · −11K sh
18Analog Devices Inc
COM
$44.3M111.4K
1.6%
−13%
Reduced · −17K sh
19Mastercard Incorporated
CL A
$43.7M85.1K
1.6%
−22%
Reduced · −24K sh
20Ishares TR
MSCI ACWI ETF
$40.4M257.1K
1.5%
+35%
Added · +67K sh
21Ishares TR
CORE US AGGBD ET
$38.5M388.7K
1.4%
+5.1%
Added · +19K sh
22Amgen Inc
COM
$38.0M105.0K
1.4%
−1.7%
Reduced · −2K sh
23Fortinet Inc
COM
$35.5M231.2K
1.3%
−4.2%
Reduced · −10K sh
24Southern Copper Corp
COM
$34.6M198.6K
1.3%
+106%
Added · +102K sh
25J P Morgan Exchange Traded F
ULTRA SHRT ETF
$32.4M640.7K
1.2%
+3.7%
Added · +23K sh
26TJX Cos Inc New
COM
$31.8M210.2K
1.2%
−4.4%
Reduced · −10K sh
27Ross Stores Inc
COM
$31.2M146.7K
1.2%
−4.7%
Reduced · −7K sh
28Ishares TR
CORE S&P500 ETF
$29.1M38.9K
1.1%
−2.7%
Reduced · −1K sh
29Idexx Labs Inc
COM
$29.0M55.2K
1.1%
−6.2%
Reduced · −4K sh
30Johnson & Johnson
COM
$28.5M112.4K
1.1%
−1.3%
Reduced · −1K sh
31Vertex Pharmaceuticals Inc
COM
$26.5M53.4K
1.0%
−4.8%
Reduced · −3K sh
32Arista Networks Inc
COM SHS
$23.8M140.4K
0.9%
+47%
Added · +45K sh
33Eaton Corp PLC
SHS
$23.7M55.7K
0.9%
−3.2%
Reduced · −2K sh
34Broadcom Inc
COM
$23.4M61.9K
0.9%
−5.5%
Reduced · −4K sh
35Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$22.2M372.2K
0.8%
+20%
Added · +63K sh
36Abbvie Inc
COM
$21.3M84.5K
0.8%
−1.9%
Reduced · −2K sh
37Vanguard Index FDS
S&P 500 ETF SHS
$21.0M30.6K
0.8%
+20%
Added · +5K sh
38Eli Lilly & Co
COM
$20.6M17.2K
0.8%
−4.8%
Reduced · −860 sh
39State STR SPDR S&P 500 ETF T
TR UNIT
$20.3M27.2K
0.8%
−7.3%
Reduced · −2K sh
40Booking Holdings Inc
COM
$20.1M112.9K
0.7%
24×
Added · +108K sh
41Cisco Sys Inc
COM
$19.5M166.0K
0.7%
−18%
Reduced · −37K sh
42Ge Vernova Inc
COM
$19.3M16.4K
0.7%
−2.2%
Reduced · −363 sh
43Taiwan Semiconductor Manufac
SPONSORED ADS
$18.5M38.7K
0.7%
−3.5%
Reduced · −1K sh
44Chevron Corporation
COM
$17.2M104.0K
0.6%
−7.2%
Reduced · −8K sh
45Dexcom Inc
COM
$16.3M242.7K
0.6%
−5.7%
Reduced · −15K sh
46Stryker Corporation
COM
$15.7M49.7K
0.6%
−11%
Reduced · −6K sh
47United Rentals Inc
COM
$14.6M12.9K
0.5%
+1.7%
Added · +217 sh
48Intuitive Surgical Inc
COM NEW
$14.6M36.6K
0.5%
−4.9%
Reduced · −2K sh
49Gilead Sciences Inc
COM
$14.2M112.4K
0.5%
−2.1%
Reduced · −2K sh
50NVR Inc
COM
$13.8M2.0K
0.5%
−4.3%
Reduced · −92 sh
Showing 50 of 810 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$1.3M2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 2026812$2.7B13F-HR
Q1 2026Mar 31, 2026Apr 14, 2026787$2.4B13F-HR
Q4 2025Dec 31, 2025Jan 16, 2026262$2.5B13F-HR/A
Q3 2025Sep 30, 2025Oct 16, 2025254$2.4B13F-HR
Q2 2025Jun 30, 2025Jul 15, 2025250$2.3B13F-HR
Q1 2025Mar 31, 2025May 6, 2025237$2.1B13F-HR
Q4 2024Dec 31, 2024Jan 17, 2025250$2.3B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024254$2.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024262$2.3B13F-HR
Q1 2024Mar 31, 2024May 9, 2024266$2.3B13F-HR
Q4 2023Dec 31, 2023Feb 12, 2024264$2.2B13F-HR
Q3 2023Sep 30, 2023Oct 31, 2023271$2.0B13F-HR
Q2 2023Jun 30, 2023Jul 21, 2023277$2.2B13F-HR
Q1 2023Mar 31, 2023May 4, 2023276$2.1B13F-HR
Q4 2022Dec 31, 2022Jan 13, 2023278$2.0B13F-HR
Q3 2022Sep 30, 2022Oct 20, 2022274$1.8B13F-HR
Q2 2022Jun 30, 2022Jul 21, 2022284$1.9B13F-HR
Q1 2022Mar 31, 2022May 12, 2022297$2.3B13F-HR
Q4 2021Dec 31, 2021Feb 4, 2022306$2.6B13F-HR
Q3 2021Sep 30, 2021Nov 9, 2021296$2.4B13F-HR
Q2 2021Jun 30, 2021Aug 2, 2021300$2.5B13F-HR
Q1 2021Mar 31, 2021May 21, 2021295$2.3B13F-HR
Q4 2020Dec 31, 2020Feb 8, 2021276$2.2B13F-HR
Amended / restated
  • Q4 2025 · filed Jan 14, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.