BEACON INVESTMENT ADVISORY SERVICES, INC.

CIK 0001654599 • 8 13F filings • May 6, 2025 – Oct 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $2.14B236 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$266K	0.0%	1,810 SH
ABBOTT LABS	COM	$2.0M	0.1%	15,079 SH
ABBVIE INC	COM	$15.9M	0.7%	75,706 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.8M	0.2%	15,327 SH
ACUITY INC	COM	$341K	0.0%	1,293 SH
ADAPTHEALTH CORP	COMMON STOCK	$111K	0.0%	10,271 SH
ADOBE INC	COM	$15.9M	0.7%	41,550 SH
ADVANCED MICRO DEVICES INC	COM	$19.6M	0.9%	190,690 SH
AES CORP	COM	$166K	0.0%	13,331 SH
AFLAC INC	COM	$935K	0.0%	8,407 SH
AKAMAI TECHNOLOGIES INC	COM	$331K	0.0%	4,111 SH
ALLEGION PLC	ORD SHS	$5.8M	0.3%	44,736 SH
ALNYLAM PHARMACEUTICALS INC	COM	$456K	0.0%	1,688 SH
ALPHABET INC	CAP STK CL A	$36.0M	1.7%	232,481 SH
ALPHABET INC	CAP STK CL C	$7.0M	0.3%	44,567 SH
ALTRIA GROUP INC	COM	$422K	0.0%	7,024 SH
AMAZON COM INC	COM	$10.9M	0.5%	57,498 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.1%	4,899 SH
AMERICAN INTL GROUP INC	COM NEW	$4.8M	0.2%	55,429 SH
AMGEN INC	COM	$14.1M	0.7%	45,111 SH
AMPHENOL CORP NEW	CL A	$576K	0.0%	8,778 SH
ANALOG DEVICES INC	COM	$34.0M	1.6%	168,787 SH
APOLLO GLOBAL MGMT INC	COM	$7.2M	0.3%	52,534 SH
APPLE INC	COM	$69.8M	3.3%	314,161 SH
APPLIED MATLS INC	COM	$17.3M	0.8%	119,323 SH
ARCH CAP GROUP LTD	ORD	$439K	0.0%	4,564 SH
ARES CAPITAL CORP	COM	$256K	0.0%	11,535 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$641K	0.0%	4,375 SH
ASSURANT INC	COM	$401K	0.0%	1,910 SH
ASTRAZENECA PLC	SPONSORED ADR	$548K	0.0%	7,450 SH
AT&T INC	COM	$1.1M	0.0%	37,758 SH
AUTOMATIC DATA PROCESSING IN	COM	$7.5M	0.4%	24,639 SH
BANK AMERICA CORP	COM	$668K	0.0%	16,016 SH
BANK NEW YORK MELLON CORP	COM	$970K	0.0%	11,567 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$798K	0.0%	1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	0.2%	8,010 SH
BIOGEN INC	COM	$2.2M	0.1%	16,080 SH
BLACKROCK INC	COM	$290K	0.0%	306 SH
BLACKSTONE INC	COM	$1.7M	0.1%	12,409 SH
BOOKING HOLDINGS INC	COM	$35.7M	1.7%	7,740 SH
BOSTON SCIENTIFIC CORP	COM	$1.1M	0.0%	10,546 SH
BRISTOL-MYERS SQUIBB CO	COM	$492K	0.0%	8,063 SH
BROADCOM INC	COM	$15.4M	0.7%	92,276 SH
BROWN FORMAN CORP	CL B	$1.9M	0.1%	55,875 SH
CARDINAL HEALTH INC	COM	$313K	0.0%	2,274 SH
CATERPILLAR INC	COM	$8.1M	0.4%	24,493 SH
CHEVRON CORP NEW	COM	$8.3M	0.4%	49,603 SH
CHUBB LIMITED	COM	$1.3M	0.1%	4,273 SH
CISCO SYS INC	COM	$9.8M	0.5%	158,436 SH
CITIGROUP INC	COM NEW	$319K	0.0%	4,489 SH
CME GROUP INC	COM	$581K	0.0%	2,190 SH
COCA COLA CO	COM	$470K	0.0%	6,568 SH
COGNEX CORP	COM	$3.4M	0.2%	113,125 SH
COLGATE PALMOLIVE CO	COM	$708K	0.0%	7,552 SH
COMCAST CORP NEW	CL A	$934K	0.0%	25,312 SH
CONAGRA BRANDS INC	COM	$388K	0.0%	14,548 SH
CONOCOPHILLIPS	COM	$1.2M	0.1%	11,513 SH
COOPER COS INC	COM	$202K	0.0%	2,393 SH
CORNING INC	COM	$742K	0.0%	16,215 SH
COSTCO WHSL CORP NEW	COM	$2.4M	0.1%	2,539 SH
CROWDSTRIKE HLDGS INC	CL A	$2.7M	0.1%	7,645 SH
DANAHER CORPORATION	COM	$24.9M	1.2%	121,514 SH
DARDEN RESTAURANTS INC	COM	$10.1M	0.5%	48,696 SH
DEERE & CO	COM	$628K	0.0%	1,339 SH
DEXCOM INC	COM	$33.6M	1.6%	491,744 SH
DISNEY WALT CO	COM	$9.7M	0.5%	98,297 SH
DOLLAR GEN CORP NEW	COM	$493K	0.0%	5,611 SH
DUKE ENERGY CORP NEW	COM NEW	$6.3M	0.3%	51,354 SH
EATON CORP PLC	SHS	$14.3M	0.7%	52,698 SH
EATON VANCE TAX-MANAGED DIVE	COM	$143K	0.0%	10,000 SH
EATON VANCE TAX-MANAGED GLOB	COM	$121K	0.0%	14,895 SH
ELI LILLY & CO	COM	$20.8M	1.0%	25,188 SH
EMERSON ELEC CO	COM	$685K	0.0%	6,245 SH
ENBRIDGE INC	COM	$6.3M	0.3%	141,109 SH
EQUINIX INC	COM	$5.2M	0.2%	6,391 SH
EXACT SCIENCES CORP	COM	$220K	0.0%	5,078 SH
EXPEDITORS INTL WASH INC	COM	$330K	0.0%	2,746 SH
EXXON MOBIL CORP	COM	$3.1M	0.1%	26,370 SH
FACTSET RESH SYS INC	COM	$393K	0.0%	864 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$316K	0.0%	10,021 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$252K	0.0%	3,500 SH
FORTINET INC	COM	$25.9M	1.2%	269,420 SH
GABELLI EQUITY TR INC	COM	$105K	0.0%	19,000 SH
GE AEROSPACE	COM NEW	$244K	0.0%	1,219 SH
GILEAD SCIENCES INC	COM	$9.7M	0.5%	86,661 SH
GOLDMAN SACHS GROUP INC	COM	$286K	0.0%	524 SH
GRAINGER W W INC	COM	$2.3M	0.1%	2,367 SH
HASBRO INC	COM	$347K	0.0%	5,646 SH
HENRY SCHEIN INC	COM	$723K	0.0%	10,559 SH
HOME DEPOT INC	COM	$30.9M	1.4%	84,393 SH
HONEYWELL INTL INC	COM	$17.1M	0.8%	80,966 SH
HP INC	COM	$236K	0.0%	8,533 SH
HUNTINGTON BANCSHARES INC	COM	$205K	0.0%	13,659 SH
IDEXX LABS INC	COM	$27.4M	1.3%	65,278 SH
ILLINOIS TOOL WKS INC	COM	$31.9M	1.5%	128,498 SH
INSTALLED BLDG PRODS INC	COM	$1.7M	0.1%	9,801 SH
INSULET CORP	COM	$32.0M	1.5%	121,891 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.0%	4,047 SH
INTUIT	COM	$26.5M	1.2%	43,191 SH
INTUITIVE SURGICAL INC	COM NEW	$31.6M	1.5%	63,763 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$4.5M	0.2%	89,142 SH
INVESCO LTD	SHS	$244K	0.0%	16,087 SH
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.1%	2,528 SH
ISHARES GOLD TR	ISHARES NEW	$53.6M	2.5%	909,622 SH
ISHARES TR	1 3 YR TREAS BD	$54.3M	2.5%	655,942 SH
ISHARES TR	CORE 40/60 MODER	$767K	0.0%	17,489 SH
ISHARES TR	CORE HIGH DV ETF	$243K	0.0%	2,009 SH
ISHARES TR	CORE S&P MCP ETF	$879K	0.0%	15,059 SH
ISHARES TR	CORE S&P SCP ETF	$86.7M	4.1%	828,954 SH
ISHARES TR	CORE S&P500 ETF	$27.4M	1.3%	48,729 SH
ISHARES TR	CORE US AGGBD ET	$24.2M	1.1%	245,112 SH
ISHARES TR	ESG AWARE MSCI	$2.5M	0.1%	64,576 SH
ISHARES TR	ISHARES BIOTECH	$275K	0.0%	2,150 SH
ISHARES TR	RUSSELL 2000 ETF	$3.5M	0.2%	17,336 SH
ISHARES TR	RUSSELL 3000 ETF	$247K	0.0%	777 SH
ISHARES TR	U.S. TECH ETF	$210K	0.0%	1,498 SH
ISHARES TR	ULTRA SHORT-TERM	$2.4M	0.1%	48,080 SH
ISHARES TR	US AER DEF ETF	$338K	0.0%	2,206 SH
J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$470K	0.0%	4,077 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$25.4M	1.2%	502,579 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$5.3M	0.2%	104,848 SH
JACOBS SOLUTIONS INC	COM	$486K	0.0%	4,020 SH
JEFFERIES FINL GROUP INC	COM	$8.0M	0.4%	148,720 SH
JOHNSON & JOHNSON	COM	$20.2M	0.9%	122,077 SH
JOHNSON CTLS INTL PLC	SHS	$328K	0.0%	4,091 SH
JPMORGAN CHASE & CO.	COM	$64.7M	3.0%	263,612 SH
KENVUE INC	COM	$6.3M	0.3%	261,078 SH
KIMBERLY-CLARK CORP	COM	$292K	0.0%	2,054 SH
KINDER MORGAN INC DEL	COM	$352K	0.0%	12,328 SH
LAMAR ADVERTISING CO NEW	CL A	$253K	0.0%	2,225 SH
LAMB WESTON HLDGS INC	COM	$243K	0.0%	4,555 SH
LOCKHEED MARTIN CORP	COM	$685K	0.0%	1,533 SH
LOEWS CORP	COM	$515K	0.0%	5,598 SH
LOWES COS INC	COM	$2.2M	0.1%	9,293 SH
M & T BK CORP	COM	$495K	0.0%	2,768 SH
MARSH & MCLENNAN COS INC	COM	$328K	0.0%	1,343 SH
MASTERCARD INCORPORATED	CL A	$73.1M	3.4%	133,361 SH
MCCORMICK & CO INC	COM NON VTG	$292K	0.0%	3,542 SH
MCDONALDS CORP	COM	$1.4M	0.1%	4,348 SH
MERCK & CO INC	COM	$7.7M	0.4%	86,335 SH
META PLATFORMS INC	CL A	$1.1M	0.1%	1,892 SH
METTLER TOLEDO INTERNATIONAL	COM	$24.9M	1.2%	21,080 SH
MICRON TECHNOLOGY INC	COM	$415K	0.0%	4,781 SH
MICROSOFT CORP	COM	$65.2M	3.0%	173,594 SH
MIDDLEBY CORP	COM	$222K	0.0%	1,463 SH
MONDELEZ INTL INC	CL A	$338K	0.0%	4,976 SH
MOODYS CORP	COM	$2.4M	0.1%	5,211 SH
MORGAN STANLEY	COM NEW	$35.2M	1.6%	301,969 SH
NEOGEN CORP	COM	$150K	0.0%	17,328 SH
NEXTERA ENERGY INC	COM	$7.1M	0.3%	100,283 SH
NIKE INC	CL B	$498K	0.0%	7,845 SH
NORFOLK SOUTHN CORP	COM	$327K	0.0%	1,379 SH
NORTHROP GRUMMAN CORP	COM	$8.5M	0.4%	16,517 SH
NOVARTIS AG	SPONSORED ADR	$569K	0.0%	5,103 SH
NOVO-NORDISK A S	ADR	$18.5M	0.9%	267,067 SH
NVIDIA CORPORATION	COM	$36.9M	1.7%	340,395 SH
NVR INC	COM	$17.0M	0.8%	2,349 SH
OCULAR THERAPEUTIX INC	COM	$103K	0.0%	14,000 SH
ONEOK INC NEW	COM	$387K	0.0%	3,902 SH
ORACLE CORP	COM	$1.2M	0.1%	8,755 SH
PACER FDS TR	US CASH COWS 100	$5.3M	0.2%	96,089 SH
PALO ALTO NETWORKS INC	COM	$18.5M	0.9%	108,565 SH
PAYCHEX INC	COM	$1.0M	0.0%	6,760 SH
PAYPAL HLDGS INC	COM	$15.0M	0.7%	229,712 SH
PEPSICO INC	COM	$6.4M	0.3%	42,452 SH
PFIZER INC	COM	$753K	0.0%	29,727 SH
PHILIP MORRIS INTL INC	COM	$974K	0.0%	6,136 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$10.8M	0.5%	107,510 SH
PINNACLE WEST CAP CORP	COM	$5.0M	0.2%	52,614 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$818K	0.0%	40,900 SH
PROCTER AND GAMBLE CO	COM	$947K	0.0%	5,559 SH
PROVIDENT FINL SVCS INC	COM	$3.0M	0.1%	172,996 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$2.2M	0.1%	26,804 SH
PULTE GROUP INC	COM	$570K	0.0%	5,544 SH
PURE CYCLE CORP	COM NEW	$138K	0.0%	13,166 SH
QORVO INC	COM	$219K	0.0%	3,024 SH
QUALCOMM INC	COM	$13.1M	0.6%	85,044 SH
REGENERON PHARMACEUTICALS	COM	$16.7M	0.8%	26,259 SH
ROKU INC	COM CL A	$305K	0.0%	4,333 SH
ROPER TECHNOLOGIES INC	COM	$1.7M	0.1%	2,859 SH
ROSS STORES INC	COM	$24.7M	1.2%	193,348 SH
RTX CORPORATION	COM	$11.8M	0.6%	88,964 SH
SALESFORCE INC	COM	$6.7M	0.3%	24,998 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$581K	0.0%	26,330 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$391K	0.0%	4,607 SH
SELECT SECTOR SPDR TR	FINANCIAL	$379K	0.0%	7,615 SH
SERVICENOW INC	COM	$2.1M	0.1%	2,624 SH
SHERWIN WILLIAMS CO	COM	$25.5M	1.2%	73,164 SH
SNAP ON INC	COM	$5.2M	0.2%	15,549 SH
SOLVENTUM CORP	COM SHS	$463K	0.0%	6,083 SH
SOUTHERN COPPER CORP	COM	$5.0M	0.2%	53,858 SH
SPDR GOLD TR	GOLD SHS	$665K	0.0%	2,308 SH
SPDR S&P 500 ETF TR	TR UNIT	$19.5M	0.9%	34,874 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$321K	0.0%	3,500 SH
SPDR SER TR	S&P DIVID ETF	$334K	0.0%	2,463 SH
STARBUCKS CORP	COM	$6.3M	0.3%	64,332 SH
STRYKER CORPORATION	COM	$25.4M	1.2%	68,282 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$7.2M	0.3%	43,126 SH
TARGET CORP	COM	$3.7M	0.2%	35,698 SH
TESLA INC	COM	$205K	0.0%	792 SH
TEXAS INSTRS INC	COM	$1.1M	0.1%	6,145 SH
TEXAS PACIFIC LAND CORPORATI	COM	$493K	0.0%	372 SH
THE TRADE DESK INC	COM CL A	$11.4M	0.5%	208,874 SH
THERMO FISHER SCIENTIFIC INC	COM	$12.4M	0.6%	24,860 SH
TJX COS INC NEW	COM	$26.7M	1.2%	218,881 SH
TRAVELERS COMPANIES INC	COM	$246K	0.0%	930 SH
TRIMBLE INC	COM	$2.1M	0.1%	31,425 SH
TYLER TECHNOLOGIES INC	COM	$233K	0.0%	400 SH
UNILEVER PLC	SPON ADR NEW	$282K	0.0%	4,735 SH
UNION PAC CORP	COM	$12.6M	0.6%	53,202 SH
UNITED RENTALS INC	COM	$377K	0.0%	601 SH
UNITEDHEALTH GROUP INC	COM	$11.2M	0.5%	21,344 SH
VALERO ENERGY CORP	COM	$3.7M	0.2%	27,780 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$678K	0.0%	8,664 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$8.8M	0.4%	120,472 SH
VANGUARD INDEX FDS	MID CAP ETF	$518K	0.0%	2,002 SH
VANGUARD INDEX FDS	SMALL CP ETF	$406K	0.0%	1,833 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$127.0M	5.9%	462,156 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	0.1%	37,836 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.8M	0.5%	217,530 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$56.5M	2.6%	715,585 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$17.9M	0.8%	92,268 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$38.0M	1.8%	747,905 SH
VANGUARD WORLD FD	INF TECH ETF	$853K	0.0%	1,572 SH
VERALTO CORP	COM SHS	$1.8M	0.1%	18,268 SH
VERISIGN INC	COM	$311K	0.0%	1,224 SH
VERIZON COMMUNICATIONS INC	COM	$608K	0.0%	13,413 SH
VERTEX PHARMACEUTICALS INC	COM	$37.8M	1.8%	77,901 SH
VIATRIS INC	COM	$437K	0.0%	50,185 SH
VISA INC	COM CL A	$1.3M	0.1%	3,654 SH
VONTIER CORPORATION	COM	$319K	0.0%	9,700 SH
WALMART INC	COM	$740K	0.0%	8,425 SH
WEST PHARMACEUTICAL SVSC INC	COM	$298K	0.0%	1,333 SH
WILLIAMS SONOMA INC	COM	$3.2M	0.1%	20,185 SH
ZIONS BANCORPORATION N A	COM	$276K	0.0%	5,544 SH
ZOETIS INC	CL A	$26.4M	1.2%	160,524 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001654599-26-000005	—	View
Jan 16, 2026	Q4 2025	13F-HR/A	0001654599-26-000002	$2.45B	View
Oct 16, 2025	Q3 2025