Beacon Investment Advisory Services, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission (SEC) disclosing its equity securities holdings as of September 30, 2026. The filing, signed by Senior Compliance Associate Christopher Chung, lists a total of 804 equity securities held by the firm.
The information table provided in the filing details the specific holdings, including the name of the issuer, the CUSIP number, the total number of shares held, and the sole voting and dispositive power over those shares. The report indicates that the firm holds a significant position in Apple Inc., with 77,849,019 shares, followed by Alphabet Inc. Class A shares at 44,410,581 and Broadcom Inc. at 21,486,366 shares. Other notable holdings include Microsoft, Amazon, and Eli Lilly & Co.
The filing also includes a variety of exchange-traded funds (ETFs) and other investment vehicles, such as BlackRock ETF Trust funds, iShares ETFs, and various closed-end funds. Specific positions include shares of the iShares U.S. Equity ETF, the iShares Core S&P Total U.S. Stock Market ETF, and the iShares Global USD Bond ETF. The report covers the firm's total equity portfolio as of the specified quarter-end date.
