account_balance

Investment manager · 13F filer · SEC CIK 2147314

Beacon Hill Wealth Management Ltd.

Reported value$164Mas of Sep 30, 2026
Positions24 1 new, 4 sold out
Top 10 weight92.2%DFAC alone is 22%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
DFAC Dimensional ETF Trust 22.0% Added +16%
DCOR Dfa Invt Dimensions Group In 21.0% Added +20%
DFIC Dimensional ETF Trust 11.2% Added +15%
DFSD Dimensional ETF Trust 9.2% Added +15%
DFGX Dimensional ETF Trust 7.3% Added +14%
DFCF Dimensional ETF Trust 7.0% Added +16%
DFEM Dimensional ETF Trust 5.7% Added +22%
DGCB Dimensional ETF Trust 4.8% Added +20%
DFSU Dimensional ETF Trust 2.3% Held
DFSI Dimensional ETF Trust 1.6% Trimmed −13%
DFSB Dimensional ETF Trust 1.5% Added +10%
DFGR Dimensional ETF Trust 1.0% Added +20%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • BND +118%
  • VT +93%
  • DFEM +22%
  • DCOR +20%
arrow_downwardTrimmed
  • VGIT −17%
  • DFSI −13%
  • MSFT −6%
  • AAPL −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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