Beacon Hill Wealth Management Ltd. Top Holdings and 13F Report (2026) About Beacon Hill Wealth Management Ltd.Investment ActivityBeacon Hill Wealth Management Ltd. has $144.35 million in total holdings as of June 30, 2026.Beacon Hill Wealth Management Ltd. owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $31,123,065DIMENSIONAL ETF TRUST $28,510,431Dimensional International Core Equity 2 ETF $15,831,252Dimensional Short-Duration Fixed Income ETF $13,606,362DIMENSIONAL ETF TRUST $11,072,686 Sector AllocationMap of 500 Largest Holdings ofBeacon Hill Wealth Management Ltd. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$31,123,065701,60221.6%ETFDIMENSIONAL ETF TRUST$28,510,431347,77319.8%US COR EQU 1 ETFDFICDimensional International Core Equity 2 ETF$15,831,252424,88611.0%ETFDFSDDimensional Short-Duration Fixed Income ETF$13,606,362284,9509.4%ETFDIMENSIONAL ETF TRUST$11,072,686206,6007.7%INTL COR FIX ETFDFCFDimensional Core Fixed Income ETF$10,389,823246,1467.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,809,220192,1565.4%ETFDIMENSIONAL ETF TRUST$6,904,274126,2904.8%GLOBAL CR ETFDFSUDimensional US Sustainability Core 1 ETF$3,659,56978,4812.5%ETFDFSIDimensional International Sustainability Core 1 ETF$3,062,96767,9152.1%ETFDFSBDimensional Global Sustainability Fixed Income ETF$2,316,86344,4611.6%ETFBNDXVanguard Total International Bond ETF$1,606,22933,1661.1%ETFDFGRDimensional Global Real Estate ETF$1,538,13353,0941.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,199,45424,5390.8%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,010,16220,9360.7%ETFVGITVanguard Intermediate-Term Treasury ETF$1,006,14017,0590.7%ETFCINTCI&T$616,691184,6380.4%TechnologyVTVanguard Total World Stock ETF$539,5943,4380.4%ETFAAPLApple$501,4611,7330.3%TechnologyVOOVanguard S&P 500 ETF$399,7235820.3%ETFIVWiShares S&P 500 Growth ETF$387,5602,8180.3%ETFMSFTMicrosoft$343,1789200.2%TechnologyFLJPFranklin FTSE Japan ETF$241,6406,0790.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$223,8963,8000.2%ETFBNDVanguard Total Bond Market ETF$215,3852,9340.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$211,0023000.1%ETFAKBAAkebia Therapeutics$22,80020,0000.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
