13F-HR filed by BEACON HILL WEALTH MANAGEMENT LTD.
BEACON HILL WEALTH MANAGEMENT LTD. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-11, with 27 holding rows worth $144,349,560.
- Accession
- 0002147314-26-000002
- Filer
- CIK 2147314
- Filed
- 2026-08-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 27 entries on the cover page, a total value of $144,349,560 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,349,560 with VALUE read as dollars as filed, 13F file number 028-27115. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 701,602 | $31,123,065 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V625 | US COR EQU 1 ETF | 347,773 | $28,510,431 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V799 | INTL CORE EQUITY | 424,886 | $15,831,252 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 284,950 | $13,606,362 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V575 | INTL COR FIX ETF | 206,600 | $11,072,686 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V872 | CORE FIXE IN ETF | 246,146 | $10,389,823 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 192,156 | $7,809,220 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V567 | GLOBAL CR ETF | 126,290 | $6,904,274 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 78,481 | $3,659,569 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 67,915 | $3,062,967 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V674 | GLOBAL SUSTAINA | 44,461 | $2,316,863 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 33,166 | $1,606,229 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 53,094 | $1,538,133 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 24,539 | $1,199,454 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 20,936 | $1,010,162 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 17,059 | $1,006,140 | dollars as filed | |
| CI&T INC | G21307106 | CMN | 184,638 | $616,691 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 3,438 | $539,594 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,733 | $501,461 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 582 | $399,723 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,818 | $387,560 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 920 | $343,178 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P744 | FTSE JAPAN ETF | 6,079 | $241,640 | dollars as filed | |
| GLOBAL X FDS | 37954Y673 | US INFR DEV ETF | 3,800 | $223,896 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 2,934 | $215,385 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 300 | $211,002 | dollars as filed | |
| AKEBIA THERAPEUTICS INC | 00972D105 | COMMON STOCK | 20,000 | $22,800 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002147314-26-000002 | this filing | 2026-08-11 | acceptance time not in the bulk data set |