BEACON INVESTMENT ADVISORY SERVICES, INC.

Q4 2025 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Christopher Chung - Compliance Associate
Location
Morristown, NJ
Holdings as of
31 Dec 2025
Value $
$2,449,154,324
Num holdings
261
Filing time
16 Jan 2026, 10:00:42 UTC
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, IJR, MSFT, AAPL, and IAU.
Previous filing
Q3 2025 - 16 Oct 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q4 - Restatement compared to 2025 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christopher Chung Compliance Associate Morristown, New Jersey 16 Jan 2026