Beacon Hill Wealth Management LTD. holds a concentrated book of 27 stocks worth $144.3M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). Their largest long position is Dimensional US Core Equity 2 at 22% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
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.
Other tracked managers holding the same core names as Beacon Hill Wealth Management LTD.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 27 / 27 | $4.7B |
| JPMORGAN CHASE & CO | 26 / 27 | $153.1B |
| LPL Financial LLC | 26 / 27 | $19.9B |
| COMMONWEALTH EQUITY SERVICES, LLC | 26 / 27 | $5.5B |
| Farther Finance Advisors, LLC | 26 / 27 | $973.2M |
| IFP Advisors, Inc | 26 / 27 | $324.6M |
| MORGAN STANLEY | 25 / 27 | $140.7B |
| ENVESTNET ASSET MANAGEMENT INC | 25 / 27 | $26.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Beacon Hill Wealth Management LTD.: 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.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $31.1M | 701.6K | 21.6% | ▲New New position | |
| 2 | Dimensional ETF Trust US COR EQU 1 ETF | $28.5M | 347.8K | 19.8% | ▲New New position | |
| 3 | Dimensional ETF Trust INTL CORE EQUITY | $15.8M | 424.9K | 11.0% | ▲New New position | |
| 4 | Dimensional ETF Trust SHOR DUR FIX ETF | $13.6M | 284.9K | 9.4% | ▲New New position | |
| 5 | Dimensional ETF Trust INTL COR FIX ETF | $11.1M | 206.6K | 7.7% | ▲New New position | |
| 6 | Dimensional ETF Trust CORE FIXE IN ETF | $10.4M | 246.1K | 7.2% | ▲New New position | |
| 7 | Dimensional ETF Trust EMERGING MKTS CO | $7.8M | 192.2K | 5.4% | ▲New New position | |
| 8 | Dimensional ETF Trust GLOBAL CR ETF | $6.9M | 126.3K | 4.8% | ▲New New position | |
| 9 | Dimensional ETF Trust US SUSTAINABILTY | $3.7M | 78.5K | 2.5% | ▲New New position | |
| 10 | Dimensional ETF Trust INTERNATIONAL | $3.1M | 67.9K | 2.1% | ▲New New position | |
| 11 | Dimensional ETF Trust GLOBAL SUSTAINA | $2.3M | 44.5K | 1.6% | ▲New New position | |
| 12 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.6M | 33.2K | 1.1% | ▲New New position | |
| 13 | Dimensional ETF Trust GLOBAL REAL EST | $1.5M | 53.1K | 1.1% | ▲New New position | |
| 14 | Dimensional ETF Trust EMER MARK SU ETF | $1.2M | 24.5K | 0.8% | ▲New New position | |
| 15 | Ishares TR CORE 1 5 YR USD | $1.0M | 20.9K | 0.7% | ▲New New position | |
| 16 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.0M | 17.1K | 0.7% | ▲New New position | |
| 17 | CI&T Inc COM CL A | $617K | 184.6K | 0.4% | ▲New New position | |
| 18 | Vanguard Intl Equity Index F TT WRLD ST ETF | $540K | 3.4K | 0.4% | ▲New New position | |
| 19 | Apple Inc COM | $501K | 1.7K | 0.3% | ▲New New position | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $400K | 582 | 0.3% | ▲New New position | |
| 21 | Ishares TR S&P 500 GRWT ETF | $388K | 2.8K | 0.3% | ▲New New position | |
| 22 | Microsoft Corp COM | $343K | 920 | 0.2% | ▲New New position | |
| 23 | Franklin Templeton ETF TR FTSE JAPAN ETF | $242K | 6.1K | 0.2% | ▲New New position | |
| 24 | Global X FDS US INFR DEV ETF | $224K | 3.8K | 0.2% | ▲New New position | |
| 25 | Vanguard BD Index FDS TOTAL BND MRKT | $215K | 2.9K | 0.1% | ▲New New position | |
| 26 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $211K | 300 | 0.1% | ▲New New position | |
| 27 | Akebia Threapeutics Inc COM | $23K | 20.0K | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2147314/holdings"
Use Arkolith to show BEACON HILL WEALTH MANAGEMENT LTD.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 11, 2026 | 27 | $144.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.