Beacon Capital Management, LLC

CIK: 0001921487Latest portfolio: $645.1M · Q4 2025

Holdings

158

Total Value

$645.1M

New Positions

26

Closed Positions

7

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S P 500 ETF TR
191,358$130.5M20.23%-9,736
2
NDQINVESCO QQQ TR
112,791$69.3M10.74%-11,591
3
MGKVANGUARD WORLD FD
156,226$64.5M10.00%-9,150
4
BILZPIMCO ETF TR
596,167$60.1M9.31%-44,264
5
VTIVANGUARD INDEX FDS
178,298$59.8M9.27%-6,166
6
VUGVANGUARD INDEX FDS
80,407$39.2M6.08%-4,435
7
DONSPDR DOW JONES INDL AVERAGE
42,339$20.3M3.15%-3,460
8
VGTVANGUARD WORLD FD
24,442$18.4M2.86%-1,436
9
VOOVVANGUARD ADMIRAL FDS INC
79,943$16.4M2.54%-2,311
10
AAPLAPPLE INC
52,771$14.3M2.22%-362
11
NVDANVIDIA CORPORATION
72,932$13.6M2.11%-2,478
12
VVVANGUARD INDEX FDS
28,090$8.8M1.37%-1,600
13
AMZNAMAZON COM INC
36,790$8.5M1.32%-2,488
14
VOOVANGUARD INDEX FDS
7,974$5.0M0.78%+284
15
MSFTMICROSOFT CORP
10,268$5.0M0.77%+103
16
TSLATESLA INC
10,111$4.5M0.70%-542
17
RFREGIONS FINANCIAL CORP NEW
140,190$3.8M0.59%+2K
18
GOOGLALPHABET INC
12,101$3.8M0.59%+422
19
BUCKSIMPLIFY EXCHANGE TRADED FUN
157,460$3.7M0.58%-446,660
20
CTASIMPLIFY EXCHANGE TRADED FUN
128,295$3.5M0.54%-368,641
21
PGPROCTER AND GAMBLE CO
21,633$3.1M0.48%+8K
22
SGOVISHARES TR
27,090$2.7M0.42%-2,341
23
IVWISHARES TR
20,408$2.5M0.39%+2K
24
GOOGALPHABET INC
7,864$2.5M0.38%-480
25
IVVISHARES TR
3,503$2.4M0.37%+662

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PG22K+8K
SCHF37K+7K
NFLX7K+6K
SCHB33K+4K
SPYG9K+4K
SCHA20K+3K
IVW20K+2K
XLK5K+2K
RF140K+2K
XLE5K+2K

Decreased Positions

NameSharesChange
SVOL114K-490736
BUCK157K-446660
CTA128K-368641
AGGH110K-203744
BILZ596K-44264
NDQ113K-11591
SPY191K-9736
MGK156K-9150
PKST28K-6845
CION26K-6413

Sector Breakdown

Financial Services0.0% ($1.3049064485600726e+256T)
Technology0.0% ($1.4346136014965152e+53T)
Healthcare0.0% ($1.9801770120056544e+22T)
Unknown0.0% ($692881635126596730880.0T)
Consumer Cyclical0.0% ($84914547613474384.0T)
Industrials0.0% ($1472662531380375.3T)
Consumer Defensive0.0% ($310019861626.4T)
Communication Services0.0% ($378724671.8T)
Real Estate0.0% ($1267617.4T)
Energy0.0% ($1254873.6T)
Basic Materials0.0% ($464.2B)
Utilities0.0% ($489.3M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$645.1M158
Q3 2025Nov 7, 2025$703.5B140
Q2 2025Jul 17, 2025$740.8B1,073
Q1 2025Apr 21, 2025$740.5B1,134

Fund Information

CIK0001921487
Most Recent FilingFeb 13, 2026
Number of Filings4

Beacon Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $645.1M across 158 holdings. The largest position is SPDR S P 500 ETF TR (SPY), representing 20.2% of the portfolio. Compared to the previous quarter, the fund opened 26 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.