BEACON HILL WEALTH MANAGEMENT LTD.
All 13F Filings
- Location
- Victoria, A1
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 144,350
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 27 | 144,350 | 13F-HR | BEACON HILL WEALTH MANAGEMENT LTD. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.484 K | 1.0% | 1.484 K | 0 | 1.484 K |
| ETFs | 142.9 K | 99.0% | 142.9 K | 0 | 142.9 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
144,350
Holdings
27
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.