BEACON ADVISORS HOLDINGS, LLC - Portfolio overview

BEACON ADVISORS HOLDINGS, LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 8.68%
2. FVAL - FIDELITY COVINGTON TRUST, 7.19%
3. IEMG - ISHARES INC, 6.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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