Beacon Hill Wealth Management Ltd. has released its latest holdings in a 13F filing, showcasing a total value of approximately $164.28 million in assets as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions across various sectors.
The report reveals that Beacon Hill has made substantial investments in major technology companies, including Apple Inc. and Microsoft Corp. This suggests a focus on growth sectors, which may resonate well with investors looking for opportunities in the technology market.
Background
Beacon Hill Wealth Management Ltd. is a financial services firm incorporated in Victoria, Canada. The company is categorized under the SEC's entity type as "other," and it does not have publicly traded tickers or exchanges listed. Its recent filings include a 13F-HR submitted on October 21, 2026, and another on August 11, 2026.
What the Filing Says
The latest filing indicates that Beacon Hill Wealth Management Ltd. has a total of 24 entries in its portfolio. The total value of the reported holdings amounts to $164,284,248. The filing is signed by Dixie Lee Klaibert, the Chief Compliance Officer and Portfolio Manager, reflecting the company's commitment to transparency and regulatory compliance.
Impact
This update may affect various stakeholders, including current and potential investors, as it provides a clearer picture of the company's investment strategies. By highlighting significant positions in major companies, the filing could influence investor sentiment regarding Beacon Hill's market positioning and future growth potential.
What's Next
The filing does not specify what actions or decisions will follow this report. Investors and analysts will likely monitor future filings for any changes in the company's investment strategy or portfolio adjustments.