BEACON ADVISORS HOLDINGS, LLC
BEACON ADVISORS HOLDINGS, LLC reported 37 positions worth $204.3M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $18.1M | 8.86% | 24,178 | — | — | |
| ▸ 2 | FVAL | SH | $14.3M | 6.99% | 183,209 | — | — | |
| ▸ 3 | IEMG | SH | $13.9M | 6.79% | 167,430 | — | — | |
| ▸ 4 | USMV | SH | $12.5M | 6.12% | 129,580 | — | — | |
| ▸ 5 | DGRO | SH | $11.7M | 5.75% | 154,866 | — | — | |
| ▸ 6 | VWO | SH | $10.7M | 5.25% | 179,552 | — | — | |
| ▸ 7 | SPY | SH | $10.4M | 5.08% | 13,909 | — | — | |
| ▸ 8 | IEFA | SH | $9.7M | 4.76% | 100,707 | — | — | |
| ▸ 9 | QUAL | SH | $9.0M | 4.38% | 40,818 | — | — | |
| ▸ 10 | VYM | SH | $8.7M | 4.24% | 54,773 | — | — |
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Frequently Asked Questions
What stocks does BEACON ADVISORS HOLDINGS, LLC hold as of Q2 2026?
BEACON ADVISORS HOLDINGS, LLC reported 37 positions worth $204.3M in its Q2 2026 13F filing. Largest positions: IVV (8.9%), FVAL (7.0%), IEMG (6.8%), USMV (6.1%) and DGRO (5.7%).
What did BEACON ADVISORS HOLDINGS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BEACON ADVISORS HOLDINGS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.