Arkolith/Funds/Beacon Advisors Holdings, LLC

Beacon Advisors Holdings, LLC

CIK 2114314
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Beacon Advisors Holdings, LLC holds a focused book of 37 reported positions worth $204.3M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2026 would be +8% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
0
bought for the first time
no new positions
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+8.0%
+15.2%/yr · since Feb '26
Their reported book
+8.8%
held from quarter-end
S&P 500
+11.7%
same window
$9K$10K$10K$11K$11KFeb '26Apr '26May '26Jun '26Aug '26Sep '26
Beacon Advisors Holdings, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Beacon Advisors Holdings, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
58%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

0% mapped to company sectors

ETFs / funds
99%
No sector on file yet
1%

+1 sector below the cut, under 0.5% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Beacon Advisors Holdings, LLC

Manager / fundShared namesTheir $ in those
Ironclad Investments LLC3 / 37$233.0M
Power Alpha Investment Ltd3 / 37$982.1M
Pandi, LLC3 / 37$648.8M
West Virginia University Foundation, Inc4 / 37$1.2B
Shelter Ins Retirement Plan3 / 37$94.0M
Karnit Road Accident Victims Compensation Fund3 / 37$160.9M
Avalon Advisory Group5 / 37$234.5M
Kearns & Associates LLC7 / 37$177.3M

Ranked by the share of each fund's own book sitting in the names it shares with Beacon Advisors Holdings, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

37 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$18.1M24.2K
8.9%
−2.6%
Reduced · −657 sh
2Fidelity Covington Trust
VLU FACTOR ETF
$14.3M183.2K
7.0%
−5.4%
Reduced · −10K sh
3Ishares Inc
CORE MSCI EMKT
$13.9M167.4K
6.8%
−9.7%
Reduced · −18K sh
4Ishares TR
MSCI USA MIN ETF
$12.5M129.6K
6.1%
−3.4%
Reduced · −5K sh
5Ishares TR
CORE DIV GRWTH
$11.7M154.9K
5.7%
−0.6%
Reduced · −875 sh
6Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$10.7M179.6K
5.2%
−3.4%
Reduced · −6K sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$10.4M13.9K
5.1%
−3.7%
Reduced · −531 sh
8Ishares TR
CORE MSCI EAFE
$9.7M100.7K
4.8%
−0.4%
Reduced · −444 sh
9Ishares TR
MSCI USA QLT FCT
$9.0M40.8K
4.4%
−1.9%
Reduced · −803 sh
10Vanguard Whitehall FDS
HIGH DIV YLD
$8.7M54.8K
4.2%
−0.8%
Reduced · −465 sh
11Vanguard Index FDS
TOTAL STK MKT
$7.9M21.5K
3.9%
~0%
Added · +6 sh
12Vanguard Index FDS
MID CAP ETF
$7.6M94.0K
3.7%
+299%
Added · +70K sh
13Invesco QQQ TR
UNIT SER 1
$7.2M9.8K
3.5%
−2.6%
Reduced · −267 sh
14Schwab Strategic TR
US DIVIDEND EQ
$7.1M225.2K
3.5%
−2.1%
Reduced · −5K sh
15Vanguard Index FDS
S&P 500 ETF SHS
$6.9M10.1K
3.4%
+0.3%
Added · +26 sh
16Ishares TR
JPMORGAN USD EMG
$5.6M57.9K
2.7%
+1.6%
Added · +942 sh
17Ishares TR
7-10 YR TRSY BD
$5.1M54.0K
2.5%
+20%
Added · +9K sh
18Ishares TR
20 YR TR BD ETF
$5.1M58.6K
2.5%
+19%
Added · +9K sh
19Vanguard Star FDS
VG TL INTL STK F
$3.7M43.3K
1.8%
+0.3%
Added · +146 sh
20Ishares TR
MSCI INDIA ETF
$3.3M67.6K
1.6%
+14%
Added · +8K sh
21Vanguard Whitehall FDS
EM MK GOV BD ETF
$2.9M43.1K
1.4%
−0.2%
Reduced · −82 sh
22Ishares TR
RUS 1000 GRW ETF
$2.6M21.3K
1.3%
+284%
Added · +16K sh
23Ishares TR
S&P 500 GRWT ETF
$2.5M18.3K
1.2%
+4.2%
Added · +742 sh
24Ishares TR
RUS 1000 VAL ETF
$2.4M10.0K
1.2%
−1.9%
Reduced · −198 sh
25Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.4M33.7K
1.2%
+0.5%
Added · +177 sh
26Ishares TR
S&P 500 VAL ETF
$2.2M9.7K
1.1%
+1.2%
Added · +118 sh
27Vaneck ETF Trust
GOLD MINERS ETF
$1.9M24.8K
0.9%
Held
28Schwab Strategic TR
US SML CAP ETF
$1.8M48.6K
0.9%
Held
29Schwab Strategic TR
US LCAP GR ETF
$1.7M51.4K
0.9%
+0.1%
Added · +52 sh
30Vanguard Index FDS
SMALL CP ETF
$1.6M5.2K
0.8%
−2.9%
Reduced · −154 sh
31Vanguard Index FDS
MCAP GR IDXVIP
$1.4M4.7K
0.7%
+0.1%
Added · +6 sh
32Flexshares TR
MORNSTAR UPSTR
$881K17.9K
0.4%
Held
33J P Morgan Exchange Traded F
BETABULDRS JAPAN
$361K4.8K
0.2%
−7.1%
Reduced · −368 sh
34J P Morgan Exchange Traded F
BETA CDA ETF NEW
$346K3.5K
0.2%
−11%
Reduced · −409 sh
35Vanguard Index FDS
EXTEND MKT ETF
$320K1.3K
0.2%
+0.1%
Added · +2 sh
36J P Morgan Exchange Traded F
BETA EURO ET NE
$284K3.7K
0.1%
−13%
Reduced · −551 sh
37Purecycle Technologies Inc
COM
$142K17.5K
0.1%
Held
Showing all 37 positions
Build

Ask your agent what Beacon Advisors Holdings, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2114314/holdings"
Ask your agent
Use Arkolith to show BEACON ADVISORS HOLDINGS, LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

$204.3M · Q2 2026Q4 2025 · $189.9MQ2 2026 · $204.3M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d37$204.3M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202627d37$187.0M13F-HR
Q4 2025Dec 31, 2025Feb 27, 202658d36$189.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.