Question 1

What stocks does BEACON ADVISORS HOLDINGS LLC hold in its portfolio?

Accepted Answer

BEACON ADVISORS HOLDINGS LLC's top stock holdings include IVV, PCT, FVAL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BEACON ADVISORS HOLDINGS LLC's largest stock holdings?

Accepted Answer

BEACON ADVISORS HOLDINGS LLC's largest stock holdings as of their last filing include IVV (valued at approximately $18.1 million), PCT (valued at approximately $0.1 million), FVAL (valued at approximately $14.3 million), IEMG (valued at approximately $13.9 million), USMV (valued at approximately $12.5 million).

Question 3

When was BEACON ADVISORS HOLDINGS LLC's last SEC filing?

Accepted Answer

BEACON ADVISORS HOLDINGS LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BEACON ADVISORS HOLDINGS LLC recently bought or sold?

Accepted Answer

BEACON ADVISORS HOLDINGS LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BEACON ADVISORS HOLDINGS LLC reported?

Accepted Answer

BEACON ADVISORS HOLDINGS LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BEACON ADVISORS HOLDINGS LLC invest in?

Accepted Answer

BEACON ADVISORS HOLDINGS LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.