BEACON ADVISORS HOLDINGS, LLC - Portfolio Stock Holdings

BEACON ADVISORS HOLDINGS, LLC disclosed 38 stock positions in a recent SEC 13F filing. $207,155,063 of stock holdings were filed, with the largest holdings including IVV, FVAL, and IEMG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $459,604,597 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.