# BEACON HILL WEALTH MANAGEMENT LTD.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2147314. Source: https://holderbook.com/funds/2147314-beacon-hill-wealth-management-ltd/

- Reported value: $144.3M
- Positions: 27
- Weight of the ten largest: 91.4%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $31.1M | 701,602 | 21.6% | 1 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $28.5M | 347,773 | 19.8% | 1 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $15.8M | 424,886 | 11.0% | 1 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $13.6M | 284,950 | 9.4% | 1 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $11.1M | 206,600 | 7.7% | 1 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $10.4M | 246,146 | 7.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $7.8M | 192,156 | 5.4% | 1 |
| DIMENSIONAL ETF TRUST | [DGCB](https://holderbook.com/stocks/DGCB/) | $6.9M | 126,290 | 4.8% | 1 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $3.7M | 78,481 | 2.5% | 1 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $3.1M | 67,915 | 2.1% | 1 |
| DIMENSIONAL ETF TRUST | [DFSB](https://holderbook.com/stocks/DFSB/) | $2.3M | 44,461 | 1.6% | 1 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $1.6M | 33,166 | 1.1% | 1 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $1.5M | 53,094 | 1.1% | 1 |
| DIMENSIONAL ETF TRUST | [DFSE](https://holderbook.com/stocks/DFSE/) | $1.2M | 24,539 | 0.8% | 1 |
| ISHARES TR | [ISTB](https://holderbook.com/stocks/ISTB/) | $1.0M | 20,936 | 0.7% | 1 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $1.0M | 17,059 | 0.7% | 1 |
| CI&T INC | [CINT](https://holderbook.com/stocks/CINT/) | $616.7K | 184,638 | 0.4% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $539.6K | 3,438 | 0.4% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $501.5K | 1,733 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $399.7K | 582 | 0.3% | 1 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $387.6K | 2,818 | 0.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $343.2K | 920 | 0.2% | 1 |
| FRANKLIN TEMPLETON ETF TR | [FLJP](https://holderbook.com/stocks/FLJP/) | $241.6K | 6,079 | 0.2% | 1 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $223.9K | 3,800 | 0.2% | 1 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $215.4K | 2,934 | 0.1% | 1 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $211.0K | 300 | 0.1% | 1 |
| AKEBIA THREAPEUTICS INC | [AKBA](https://holderbook.com/stocks/AKBA/) | $22.8K | 20,000 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $144.3M | 27 |