BEACON ADVISORS HOLDINGS, LLC: 13F holdings
CIK 21143142026Q2
| Positions | 37 |
|---|---|
| Reported value | $204.3m |
| Filed | 2026-07-29 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 24,178 | $18.1m | 8.9% |
| FVAL FIDELITY COVINGTON TRUST | 183,209 | $14.3m | 7.0% |
| IEMG ISHARES INC | 167,430 | $13.9m | 6.8% |
| USMV ISHARES TR | 129,580 | $12.5m | 6.1% |
| DGRO ISHARES TR | 154,866 | $11.7m | 5.7% |
| VWO VANGUARD INTL EQUITY INDEX F | 179,552 | $10.7m | 5.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 13,909 | $10.4m | 5.1% |
| IEFA ISHARES TR | 100,707 | $9.7m | 4.8% |
| QUAL ISHARES TR | 40,818 | $9.0m | 4.4% |
| VYM VANGUARD WHITEHALL FDS | 54,773 | $8.7m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2114314")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.