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Q3 2026 13F · SEC CIK 2147314

Beacon Hill Wealth Management Ltd.

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$164.3M
Reported positions
24
Holdings vs S&P 500, 3 yrs
—
Assets under management
$148.6M

Beacon Hill Wealth Management Ltd. is a wealth manager that reported 24 positions worth $164.3M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Dimensional ETF Trust (DFAC, 22.0%), Dfa Invt Dimensions Group in (DCOR, 21.0%), Dimensional ETF Trust (DFIC, 11.2%).

Beacon Hill Wealth Management Ltd. holdings all 24 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beacon Hill Wealth Management Ltd. 13F holdings
Stock% of 13F valueShare changeReported value
DFACDimensional ETF Trust22.0%+16.0%$36.2M
DCORDfa Invt Dimensions Group in21.0%—$34.5M
DFICDimensional ETF Trust11.2%+15.5%$18.5M
DFSDDimensional Short-Duration Fixed Income 9.2%+14.7%$15.2M
DFGXDimensional Global ex US Core Fixed Inco7.3%+14.0%$12.0M
DFCFDimensional ETF Trust7.0%+16.4%$11.5M
DFEMDimensional ETF Trust5.7%+22.2%$9.3M
DGCBDimensional ETF Trust4.8%+19.6%$7.8M
DFSUDimensional ETF Trust2.3%+0.9%$3.7M
DFSIDimensional ETF Trust1.6%-12.7%$2.7M
DFSBDimensional ETF Trust1.5%+9.9%$2.4M
DFGRDimensional ETF Trust1.0%+19.8%$1.7M
BNDXVanguard Charlotte Fds1.0%+1.4%$1.6M
DFSEDimensional ETF Trust0.7%+2.7%$1.2M
VTVanguard Intl Equity Index F0.6%+92.8%$1.0M
ISTBIshares Tr0.6%+2.1%$1.0M
VGITVanguard Scottsdale Fds0.5%-16.6%$806K
AAPLApple Inc0.3%-4.3%$552K
HDHome Depot Inc0.3%—$502K
VOOVanguard Index Fds0.3%+17.4%$479K
BNDVanguard Bd Index Fds0.3%+118.4%$450K
MSFTMicrosoft Corp0.3%-6.0%$444K
IVWIshares Tr0.2%-1.2%$396K
FLJPFranklin Templeton ETF Tr0.1%-6.0%$237K

What Beacon Hill Wealth Management Ltd. bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
—
3 years
—
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$164.3M24
Q2 2026$144.3M27

Questions about Beacon Hill Wealth Management Ltd.'s portfolio

What stocks does Beacon Hill Wealth Management Ltd. own?

Beacon Hill Wealth Management Ltd.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 24 positions worth $164.3M. The largest are Dimensional ETF Trust (DFAC) at 22.0%, Dfa Invt Dimensions Group in (DCOR) at 21.0%, Dimensional ETF Trust (DFIC) at 11.2%, Dimensional Short-Duration Fixed Income (DFSD) at 9.2% and Dimensional Global ex US Core Fixed Inco (DFGX) at 7.3%.

What did Beacon Hill Wealth Management Ltd. buy last quarter?

In Q3 2026, Beacon Hill Wealth Management Ltd. added a new position in Dfa Invt Dimensions Group in (DCOR), a new position in Home Depot Inc (HD), Vanguard Bd Index Fds (BND) (+118.4% shares), Vanguard Intl Equity Index F (VT) (+92.8% shares) and Dimensional ETF Trust (DFEM) (+22.2% shares), compared with its Q2 2026 filing.

What did Beacon Hill Wealth Management Ltd. sell last quarter?

In Q3 2026, Beacon Hill Wealth Management Ltd. sold all of Dimensional US Core Equity 1 ETF (DCOR), sold all of Ci&t Inc (CINT), sold all of Global X U.s. Infrastructure Development (PAVE), sold all of State Str Spdr S&p Midcap 40 (MDY), sold all of Akebia Threapeutics Inc (AKBA), Vanguard Scottsdale Fds (VGIT) (-16.6% shares), Dimensional ETF Trust (DFSI) (-12.7% shares) and Microsoft Corp (MSFT) (-6.0% shares), compared with its Q2 2026 filing.

When is Beacon Hill Wealth Management Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Beacon Hill Wealth Management Ltd.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Beacon Hill Wealth Management Ltd. manage?

Beacon Hill Wealth Management Ltd. reported $148.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $164.3M.