Institutions / Beacon Capital Management, LLC

Beacon Capital Management, LLC

CIK 1921487 · Institution · as of Dec 31, 2025

Portfolio value

$645.12M

Positions

158

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 158 →

Company	Class	Value	Shares	% of portfolio
SPDR S P 500 ETF Tr	—	$130.49M	191,358	20.2%
Invesco Qqq Tr	—	$69.29M	112,791	10.7%
Vanguard World Fd	—	$64.49M	156,226	10.0%
PIMCO ETF Tr	—	$60.07M	596,167	9.3%
Vanguard Index Fds	—	$59.78M	178,298	9.3%
Vanguard Index Fds	—	$39.23M	80,407	6.1%
SPDR Dow Jones Indl Average	—	$20.35M	42,339	3.2%
Vanguard World Fd	—	$18.42M	24,442	2.9%
Vanguard Admiral Fds Inc	—	$16.38M	79,943	2.5%
Apple Inc.	—	$14.35M	52,771	2.2%
NVIDIA Corp	—	$13.60M	72,932	2.1%
Vanguard Index Fds	—	$8.84M	28,090	1.4%
Amazon.com Inc	—	$8.49M	36,790	1.3%
Vanguard Index Fds	—	$5.00M	7,974	0.8%
Microsoft Corp	—	$4.97M	10,268	0.8%
Tesla Inc	—	$4.55M	10,111	0.7%
Regions Financial Corp	—	$3.80M	140,190	0.6%
Alphabet Inc.	—	$3.79M	12,101	0.6%
Simplify Exchange Traded Fun	—	$3.73M	157,460	0.6%
Simplify Exchange Traded Fun	—	$3.50M	128,295	0.5%
PROCTER & GAMBLE Co	—	$3.10M	21,633	0.5%
iShares Tr	—	$2.72M	27,090	0.4%
iShares Tr	—	$2.52M	20,408	0.4%
Alphabet Inc.	—	$2.47M	7,864	0.4%
iShares Tr	—	$2.40M	3,503	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.