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BEACON HILL WEALTH MANAGEMENT LTD.

Q2 2026 13F filing

Updated 31 days ago

27 disclosed positions worth $144.3M

Portfolio value

$144.3M

Total holdings

27

New positions

0

Closed positions

0

Increased

0

Decreased

0

Turnover

—

Filed

2026-08-11

Full holdings

Every line item disclosed in Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	? N/A DIMENSIONAL ETF TRUST	$31.1M	701.6K	21.56%	—
2	? N/A DIMENSIONAL ETF TRUST	$28.5M	347.8K	19.75%	—
3	? N/A DIMENSIONAL ETF TRUST	$15.8M	424.9K	10.97%	—
4	? N/A DIMENSIONAL ETF TRUST	$13.6M	284.9K	9.43%	—
5	? N/A DIMENSIONAL ETF TRUST	$11.1M	206.6K	7.67%	—
6	? N/A DIMENSIONAL ETF TRUST	$10.4M	246.1K	7.20%	—
7	? N/A DIMENSIONAL ETF TRUST	$7.8M	192.2K	5.41%	—
8	? N/A DIMENSIONAL ETF TRUST	$6.9M	126.3K	4.78%	—
9	? N/A DIMENSIONAL ETF TRUST	$3.7M	78.5K	2.54%	—
10	? N/A DIMENSIONAL ETF TRUST	$3.1M	67.9K	2.12%	—
11	? N/A DIMENSIONAL ETF TRUST	$2.3M	44.5K	1.60%	—
12	V VGES VANGUARD CHARLOTTE FDS	$1.6M	33.2K	1.11%	—
13	? N/A DIMENSIONAL ETF TRUST	$1.5M	53.1K	1.07%	—
14	? N/A DIMENSIONAL ETF TRUST	$1.2M	24.5K	0.83%	—
15	E ETHA ISHARES TR	$1M	20.9K	0.70%	—
16	V VGES VANGUARD SCOTTSDALE FDS	$1M	17.1K	0.70%	—
17	C CINT CI&T INC	$617K	184.6K	0.43%	—
18	V VGES VANGUARD INTL EQUITY INDEX F	$540K	3.4K	0.37%	—
19	A AAPL APPLE INC	$501K	1.7K	0.35%	—
20	V VGES VANGUARD INDEX FDS	$400K	582	0.28%	—
21	E ETHA ISHARES TR	$388K	2.8K	0.27%	—
22	M MSFT MICROSOFT CORP	$343K	920	0.24%	—
23	E EZBC FRANKLIN TEMPLETON ETF TR	$242K	6.1K	0.17%	—
24	? N/A GLOBAL X FDS	$224K	3.8K	0.16%	—
25	V VGES VANGUARD BD INDEX FDS	$215K	2.9K	0.15%	—
26	M MDY STATE STR SPDR S&P MIDCAP 40	$211K	300	0.15%	—
27	A AKBA AKEBIA THREAPEUTICS INC	$23K	20.0K	0.02%	—

?

1.N/A

DIMENSIONAL ETF TRUST

Value

$31.1M

Shares

701.6K

% Port

21.56%

?

2.N/A

DIMENSIONAL ETF TRUST

Value

$28.5M

Shares

347.8K

% Port

19.75%

?

3.N/A

DIMENSIONAL ETF TRUST

Value

$15.8M

Shares

424.9K

% Port

10.97%

?

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%

?

11.N/A

DIMENSIONAL ETF TRUST

Value

$2.3M

Shares

44.5K

% Port

1.60%

V

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

ISHARES TR

Value

$1M

Shares

20.9K

% Port

0.70%

V

VANGUARD SCOTTSDALE FDS

Value

$1M

Shares

17.1K

% Port

0.70%

C

CI&T INC

Value

$617K

Shares

184.6K

% Port

0.43%

V

VANGUARD INTL EQUITY INDEX F

Value

$540K

Shares

3.4K

% Port

0.37%

A

APPLE INC

Value

$501K

Shares

1.7K

% Port

0.35%

V

VANGUARD INDEX FDS

Value

$400K

Shares

582

% Port

0.28%

E

ISHARES TR

Value

$388K

Shares

2.8K

% Port

0.27%

M

MICROSOFT CORP

Value

$343K

Shares

920

% Port

0.24%

E

FRANKLIN TEMPLETON ETF TR

Value

$242K

Shares

6.1K

% Port

0.17%

?

24.N/A

GLOBAL X FDS

Value

$224K

Shares

3.8K

% Port

0.16%

V

VANGUARD BD INDEX FDS

Value

$215K

Shares

2.9K

% Port

0.15%

M

26.MDY

STATE STR SPDR S&P MIDCAP 40

Value

$211K

Shares

300

% Port

0.15%

A

AKEBIA THREAPEUTICS INC

Value

$23K

Shares

20.0K

% Port

0.02%