Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Beacon Advisors Holdings, Llc > 13F Holdings

Instuitional Investor - Beacon Advisors Holdings, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 24,178 $18,106,632 8.86%
2.
Fidelity Covington Trust
 FENY 183,209 $14,278,250 6.99%
3.
Ishares Inc - CORE MSCI EMKT
 167,430 $13,869,921 6.79%
4.
Ishares Tr - MSCI USA MIN ETF
 129,580 $12,499,315 6.12%
5.
Ishares Tr
 154,866 $11,737,260 5.74%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.