BEACON ADVISORS HOLDINGS, LLC - Portfolio Stock Holdings
BEACON ADVISORS HOLDINGS, LLC disclosed 37 stock positions in a recent SEC 13F filing. $204,316,803 of stock holdings were filed, with the largest holdings including IVV, FVAL, and IEMG. This filing represented positions held on June 30, 2026, and was filed today.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.
Report Period:
June 30, 2026No. of Stocks:
37Est. Stock Holding Value:
$204,316,803Top Stock Holdings By Sector
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Portfolio Stock Holdings - BEACON ADVISORS HOLDINGS, LLC
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Holdings (Shares)
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% of Portfolio
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