Beacon Hill Wealth Management

Beacon Hill Wealth Management as of June 30, 2026

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