Beacon Hill Wealth Management Ltd. Top Holdings and 13F Report (2026) About Beacon Hill Wealth Management Ltd.Investment ActivityBeacon Hill Wealth Management Ltd. has $164.28 million in total holdings as of September 30, 2026.Beacon Hill Wealth Management Ltd. owns shares of 24 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 31.60% of the portfolio was purchased this quarter.About 18.39% of the portfolio was sold this quarter.This quarter, Beacon Hill Wealth Management Ltd. has purchased 27 new stocks and bought additional shares in 16 stocks.Beacon Hill Wealth Management Ltd. sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $36,173,232DFA INVT DIMENSIONS GROUP IN $34,491,538Dimensional International Core Equity 2 ETF $18,451,842Dimensional Short-Duration Fixed Income ETF $15,189,466DIMENSIONAL ETF TRUST $12,044,958 Largest New Holdings this Quarter 25239Y220 - DFA INVT DIMENSIONS GROUP IN $34,491,538 Holding437076102 - Home Depot $501,556 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 417,270 shares (about $34.49M)Dimensional U.S. Core Equity 2 ETF 112,194 shares (about $4.99M)Dimensional International Core Equity 2 ETF 65,724 shares (about $2.47M)Dimensional Short-Duration Fixed Income ETF 41,902 shares (about $1.95M)Dimensional Emerging Markets Core Equity 2 ETF 42,707 shares (about $1.70M) Largest Sales this Quarter Dimensional International Sustainability Core 1 ETF 8,628 shares (about $389.73K)Vanguard Intermediate-Term Treasury ETF 2,834 shares (about $160.57K)Microsoft 55 shares (about $28.21K)Apple 75 shares (about $24.98K)Franklin FTSE Japan ETF 362 shares (about $14.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeacon Hill Wealth Management Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$36,173,232$4,987,023 ▲16.0%813,79622.0%ETFDFA INVT DIMENSIONS GROUP IN$34,491,538$34,491,538 ▲New Holding417,27021.0%U.S. CORE EQTY 1DFICDimensional International Core Equity 2 ETF$18,451,842$2,471,880 ▲15.5%490,61011.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$15,189,466$1,947,270 ▲14.7%326,8529.2%ETFDIMENSIONAL ETF TRUST$12,044,958$1,479,744 ▲14.0%235,5367.3%INTL COR FIX ETFDFCFDimensional Core Fixed Income ETF$11,491,572$1,616,194 ▲16.4%286,4307.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$9,328,758$1,696,322 ▲22.2%234,8635.7%ETFDIMENSIONAL ETF TRUST$7,841,893$1,286,609 ▲19.6%151,0774.8%GLOBAL CR ETFDFSUDimensional US Sustainability Core 1 ETF$3,736,053$34,104 ▲0.9%79,2042.3%ETFDFSIDimensional International Sustainability Core 1 ETF$2,677,994$389,727 ▼-12.7%59,2871.6%ETFDFSBDimensional Global Sustainability Fixed Income ETF$2,420,696$217,671 ▲9.9%48,8541.5%ETFDFGRDimensional Global Real Estate ETF$1,720,082$283,890 ▲19.8%63,5891.0%ETFBNDXVanguard Total International Bond ETF$1,576,660$22,170 ▲1.4%33,6391.0%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$1,219,000$32,540 ▲2.7%25,2120.7%ETFVTVanguard Total World Stock ETF$1,046,230$503,542 ▲92.8%6,6280.6%ETFISTBiShares Core 1-5 Year USD Bond ETF$1,009,780$20,554 ▲2.1%21,3710.6%ETFVGITVanguard Intermediate-Term Treasury ETF$805,989$160,575 ▼-16.6%14,2250.5%ETFAAPLApple$552,147$24,976 ▼-4.3%1,6580.3%TechnologyHDHome Depot$501,556$501,556 ▲New Holding1,7630.3%Consumer DiscretionaryVOOVanguard S&P 500 ETF$478,687$70,787 ▲17.4%6830.3%ETFBNDVanguard Total Bond Market ETF$449,578$243,764 ▲118.4%6,4090.3%ETFMSFTMicrosoft$443,659$28,210 ▼-6.0%8650.3%TechnologyIVWiShares S&P 500 Growth ETF$396,194$4,695 ▼-1.2%2,7850.2%ETFFLJPFranklin FTSE Japan ETF$236,684$14,987 ▼-6.0%5,7170.1%ETFDIMENSIONAL ETF TRUST$0$28,510,431 ▼-100.0%00.0%US COR EQU 1 ETFCINTCI&T$0$616,691 ▼-100.0%00.0%TechnologyPAVEGlobal X U.S. Infrastructure Development ETF$0$223,896 ▼-100.0%00.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$211,002 ▼-100.0%00.0%ETFAKBAAkebia Therapeutics$0$22,800 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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