Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Beacon Hill Wealth Management

Latest statistics and disclosures from Beacon Hill Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002147314

Tip: Access up to 7 years of quarterly data

Positions held by Beacon Hill Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Beacon Hill Wealth Management

Beacon Hill Wealth Management holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	21.6	$31M	702k	44.36	View chart
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR)	19.8	$29M	348k	81.98	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	11.0	$16M	425k	37.26	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	9.4	$14M	285k	47.75	View chart
Dimensional Etf Trust Intl Cor Fix Etf (DFGX)	7.7	$11M	207k	53.59	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	7.2	$10M	246k	42.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.4	$7.8M	192k	40.64	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	4.8	$6.9M	126k	54.67	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	2.5	$3.7M	79k	46.63	View chart
Dimensional Etf Trust International (DFSI)	2.1	$3.1M	68k	45.10	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	1.6	$2.3M	45k	52.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$1.6M	33k	48.43	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.1	$1.5M	53k	28.97	View chart
Dimensional Etf Trust Emer Mark Su Etf (DFSE)	0.8	$1.2M	25k	48.88	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.7	$1.0M	21k	48.25	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.7	$1.0M	17k	58.98	View chart
Ci&t Com Cl A (CINT)	0.4	$617k	185k	3.34	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.4	$540k	3.4k	156.95	View chart
Apple (AAPL)	0.3	$502k	1.7k	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$400k	582.00	686.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$388k	2.8k	137.53	View chart
Microsoft Corporation (MSFT)	0.2	$343k	920.00	373.02	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.2	$242k	6.1k	39.75	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$224k	3.8k	58.92	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$215k	2.9k	73.41	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$211k	300.00	703.34	View chart
Akebia Therapeutics (AKBA)	0.0	$23k	20k	1.14	View chart

Past Filings by Beacon Hill Wealth Management

SEC 13F filings are viewable for Beacon Hill Wealth Management going back to 2026

Beacon Hill Wealth Management 2026 Q2 filed Aug. 11, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z