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Christopher Chung

Beacon Investment Advisory Services, Inc.

Assets Managed
$2.693B
Holdings
811
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.57%(2Q avg: 4.98%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Investment Advisory Services, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 811 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.693B in assets, with a quarterly growth rate of 10.57% and a 2-quarter average growth rate of 4.98%. The portfolio is managed by Christopher Chung, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.98%
7.3%
$196.451M
530,893 shares@ $370.04 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 9.11%
6.39%
$171.87M
1.159M shares@ $148.31 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.95%
2.96%
$79.702M
1.119M shares@ $71.26 avg price
IAU
Ishares Gold Trust
Recent Activity
Increased 4.88%
2.86%
$76.949M
1.019M shares@ $75.52 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -11.81%
2.75%
$73.894M
127,204 shares@ $580.91 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.93%
2.66%
$71.58M
247,372 shares@ $289.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.8%
2.52%
$67.595M
181,210 shares@ $373.02 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -0.41%
2.48%
$66.631M
843,105 shares@ $79.03 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Decreased -0.82%
2.37%
$63.693M
775,709 shares@ $82.11 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -14.27%
2.33%
$62.529M
86,486 shares@ $723.01 avg price

1-10 of 811