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Manager record

Beacon Investment Advisory Services, Inc.

Morristown, NJ · CIK 1654599 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$2.66BReported 13F valueQ3 2026 · as filed
804Holdings listed
-1.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.3B$2.3BQ2 2025250 holdingsQ3 2025: $2.4B$2.4BQ3 2025254 holdingsQ4 2025: $2.5B$2.5BQ4 2025262 holdingsQ1 2026: $2.4B$2.4BQ1 2026787 holdingsQ2 2026: $2.7B$2.7BQ2 2026812 holdingsQ3 2026: $2.7B$2.7BQ3 2026804 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$2.66B · 804 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$2.69B · 812 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$2.44B · 787 holdings listed · View original SEC filing ↗
Jan 16 2026 13F-HR/A · period Q4 2025

$2.45B · 262 holdings listed · amendment (restatement) · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$2.45B · 262 holdings listed · View original SEC filing ↗
Oct 16 2025 13F-HR · period Q3 2025

$2.38B · 254 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$2.27B · 250 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology