Beacon Hill Wealth Management LTD.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Beacon Hill Wealth Management LTD. reported 27 stock positions worth $144.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 21.6% of the portfolio, followed by Dimensional US Core Eq 1 ETF (DCOR, 19.8%) and Dimensional International (DFIC, 11.0%).
- Most Recent 13F
- Q2 2026
- Location
- VICTORIA, A1
- CIK
- 0002147314
- Portfolio Value
- $144.3M (Q2 2026)
- SEC Filing
- 0002147314-26-000002 ↗ filed Aug 11, 2026
Holdings 27 stocks · $144.3M
| DFAC Dimensional US Core Equity 2 | 21.56% | 701,602 | $31.1M | — |
| DCOR Dimensional US Core Eq 1 ETF | 19.75% | 347,773 | $28.5M | — |
| DFIC Dimensional International Co. | 10.97% | 424,886 | $15.8M | — |
| DFSD Dimensional Short Duration | 9.43% | 284,950 | $13.6M | — |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 7.67% | 206,600 | $11.1M | — |
| DFCF Dimensional Core Fixed Inc. | 7.20% | 246,146 | $10.4M | — |
| DFEM Dimensional Emrg MRKT Core | 5.41% | 192,156 | $7.8M | — |
| DGCB Dimensional Global Credit | 4.78% | 126,290 | $6.9M | — |
| DFSU Dimensional US Sus CORE1 ETF | 2.54% | 78,481 | $3.7M | — |
| DFSI Dimensional Int Sus COR1 ETF | 2.12% | 67,915 | $3.1M | — |
| DFSB Dim GLB Sustain Fix Inc. ETF | 1.60% | 44,461 | $2.3M | — |
| BNDX Vanguard Total Intl Bond ETF | 1.11% | 33,166 | $1.6M | — |
| DFGR Dim Global Real Estate ETF | 1.07% | 53,094 | $1.5M | — |
| DFSE Dimensional Em Sus CORE1 ETF | 0.83% | 24,539 | $1.2M | — |
| ISTB iShares Core 1-5 Year Usd Bo | 0.70% | 20,936 | $1.0M | — |
| VGIT Vanguard Intermediate-Term T | 0.70% | 17,059 | $1.0M | — |
| CINT Ci&t Inc./United States-A | 0.43% | 184,638 | $617K | — |
| VT Vanguard Tot World STK ETF | 0.37% | 3,438 | $540K | — |
| AAPL Apple Inc. | 0.35% | 1,733 | $501K | — |
| VOO Vanguard S&P 500 ETF | 0.28% | 582 | $400K | — |
| IVW iShares S&P 500 Growth ETF | 0.27% | 2,818 | $388K | — |
| MSFT Microsoft Corp. | 0.24% | 920 | $343K | — |
| FLJP Franklin Ftse Japan ETF | 0.17% | 6,079 | $242K | — |
| PAVE Global X US Infrastructure | 0.16% | 3,800 | $224K | — |
| BND Vanguard Total Bond Market | 0.15% | 2,934 | $215K | — |
| MDY State Street SPDR S&P Midcap | 0.15% | 300 | $211K | — |
| AKBA Akebia Therapeutics Inc. | 0.02% | 20,000 | $23K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 27 | $144.3M | DFAC, DCOR, DFIC, DFSD, DFGX |