BEACON HILL WEALTH MANAGEMENT LTD.
All 13F Filings
- Location
- Victoria, A1
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 164,284
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 24 | 164,284 | 13F-HR | BEACON HILL WEALTH MANAGEMENT LTD. |
| 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 | 35.99 K | 21.9% | 34.51 K | 0 | 34.51 K |
| ETFs | 128.3 K | 78.1% | 0 | 14.57 K | -14.57 K |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
164,284
Holdings
24
QoQ value change ($000)
19,934
(13.8%)
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.