account_balance
Investment manager · 13F filer · SEC CIK 2114314
Beacon Advisors Holdings, LLC
Reported value$207Mas of Sep 30, 2026
Positions38 1 new, 0 sold out
Top 10 weight58.5%IVV alone is 9%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.1%
FVALFidelity Covington Trust
7.2%
IEMGiShares Inc
6.7%Added +2%
USMViShares Tr
6.3%Added +3%
DGROiShares Tr
5.8%Added +3%
VWOVanguard Intl Equity Index F
5.1%
SPYSPDR S&P 500 ETF Trust
5.1%
IEFAiShares Tr
4.8%
QUALiShares Tr
4.4%
VYMVanguard Whitehall FDS
4.1%
VTIVanguard Index FDS
3.9%
VOVanguard Index FDS
3.8%Added +6%
IVViShares Tr
9.1%
FVALFidelity Covington Trust
7.2%
IEMGiShares Inc
6.7%
USMViShares Tr
6.3%+3%
DGROiShares Tr
5.8%+3%
VWOVanguard Intl Equity Index F
5.1%
SPYSPDR S&P 500 ETF Trust
5.1%
IEFAiShares Tr
4.8%
QUALiShares Tr
4.4%
VYMVanguard Whitehall FDS
4.1%
VTIVanguard Index FDS
3.9%
VOVanguard Index FDS
3.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.1% Held
FVAL Fidelity Covington Trust 7.2% Held
IEMG iShares Inc 6.7% Added +2%
USMV iShares Tr 6.3% Added +3%
DGRO iShares Tr 5.8% Added +3%
VWO Vanguard Intl Equity Index F 5.1% Held
SPY SPDR S&P 500 ETF Trust 5.1% HeldIEFA iShares Tr 4.8% Held
QUAL iShares Tr 4.4% Held
VYM Vanguard Whitehall FDS 4.1% Held
VTI Vanguard Index FDS 3.9% Held
VO Vanguard Index FDS 3.8% Added +6%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- RSP $219K
arrow_upwardAdded
- EMB +7%
- TLT +6%
- VO +6%
- IEF +3%
arrow_downwardTrimmed
- SCHG −11%
- VOT −4%
remove_circleSold out
None
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