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BEACON HILL WEALTH MANAGEMENT LTD.

hedge fundUpdated 31 days ago

Managed by Beacon Hill Wealth Management Ltd. • Latest filing Q2 2026

Portfolio value
$144.3M
Q2 2026
Filings
1
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
Implied from 13F holdings

Top holdings

27 positions as of Q2 2026

View filing
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1.N/A

DIMENSIONAL ETF TRUST

Value
$31.1M
Shares
701.6K
% Port
21.56%
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2.N/A

DIMENSIONAL ETF TRUST

Value
$28.5M
Shares
347.8K
% Port
19.75%
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3.N/A

DIMENSIONAL ETF TRUST

Value
$15.8M
Shares
424.9K
% Port
10.97%
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4.N/A

DIMENSIONAL ETF TRUST

Value
$13.6M
Shares
284.9K
% Port
9.43%
?
5.N/A

DIMENSIONAL ETF TRUST

Value
$11.1M
Shares
206.6K
% Port
7.67%
?
6.N/A

DIMENSIONAL ETF TRUST

Value
$10.4M
Shares
246.1K
% Port
7.20%
?
7.N/A

DIMENSIONAL ETF TRUST

Value
$7.8M
Shares
192.2K
% Port
5.41%
?
8.N/A

DIMENSIONAL ETF TRUST

Value
$6.9M
Shares
126.3K
% Port
4.78%
?
9.N/A

DIMENSIONAL ETF TRUST

Value
$3.7M
Shares
78.5K
% Port
2.54%
?
10.N/A

DIMENSIONAL ETF TRUST

Value
$3.1M
Shares
67.9K
% Port
2.12%
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11.N/A

DIMENSIONAL ETF TRUST

Value
$2.3M
Shares
44.5K
% Port
1.60%
V
12.VGES

VANGUARD CHARLOTTE FDS

Value
$1.6M
Shares
33.2K
% Port
1.11%
?
13.N/A

DIMENSIONAL ETF TRUST

Value
$1.5M
Shares
53.1K
% Port
1.07%
?
14.N/A

DIMENSIONAL ETF TRUST

Value
$1.2M
Shares
24.5K
% Port
0.83%
E
15.ETHA

ISHARES TR

Value
$1M
Shares
20.9K
% Port
0.70%
V
16.VGES

VANGUARD SCOTTSDALE FDS

Value
$1M
Shares
17.1K
% Port
0.70%
C
17.CINT

CI&T INC

Value
$617K
Shares
184.6K
% Port
0.43%
V
18.VGES

VANGUARD INTL EQUITY INDEX F

Value
$540K
Shares
3.4K
% Port
0.37%
A
19.AAPL

APPLE INC

Value
$501K
Shares
1.7K
% Port
0.35%
V
20.VGES

VANGUARD INDEX FDS

Value
$400K
Shares
582
% Port
0.28%

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