Beacon Investment Advisory Services, Inc. ETF holdings
Morristown, NJ
Reported $989.5M in 220 ETFs in its Form 13F for June 30, 2026.
ETF value
$989.5M
ETFs held
220
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
36.8%
of $2.7B
Top 10 of 220 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $196.5M | 530,893 | −5,296 shares |
| IJR | iShares Core S&P Small-Cap ETF | $171.9M | 1,158,855 | +96,677 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $79.7M | 1,118,625 | +82,302 shares |
| IAU | iShares Gold Trust | $76.9M | 1,019,061 | +47,402 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $66.6M | 843,105 | −3,529 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $63.7M | 775,709 | −6,426 shares |
| VIG | Vanguard Dividend Appreciation ETF | $48.9M | 206,869 | −369 shares |
| ACWI | iShares MSCI ACWI ETF | $40.4M | 257,110 | +66,553 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $38.5M | 388,721 | +18,742 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $32.4M | 640,700 | +23,133 shares |
210 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001654599. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beacon Investment Advisory Services, Inc. own?
Beacon Investment Advisory Services, Inc. reported 220 ETF positions worth $989.5M in its Form 13F for June 30, 2026. The largest was VTI, at $196.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.