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Christopher Chung

Beacon Investment Advisory Services, Inc.

Assets Managed
$2.435B
Holdings
786
Last Quarter
2026 - Q1
Filed Date
2mo 1d ago
Growth Rate
-0.61%(2Q avg: 1.22%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Investment Advisory Services, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 786 positions.

Assets under management

The assets under management (AUM) of Beacon Investment Advisory Services, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.435B in assets, with a quarterly growth rate of -0.61% and a 2-quarter average growth rate of 1.22%. The portfolio is managed by Christopher Chung, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.22%
7.07%
$172.015M
536,189 shares@ $320.82 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 13.08%
5.43%
$132.039M
1.062M shares@ $124.31 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 4.88%
3.52%
$85.661M
971,659 shares@ $88.17 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.05%
2.81%
$68.313M
184,545 shares@ $370.18 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 3.09%
2.76%
$67.113M
846,634 shares@ $79.27 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 12.32%
2.73%
$66.408M
1.036M shares@ $64.08 avg price
AAPL
Apple Inc
Recent Activity
Decreased -11.15%
2.66%
$64.68M
254,858 shares@ $253.79 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 5.02%
2.66%
$64.581M
782,135 shares@ $82.58 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -12.62%
2.39%
$57.983M
197,112 shares@ $294.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 10.34%
2.29%
$55.57M
318,637 shares@ $174.4 avg price

1-10 of 786