Beacon Capital Management, LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$740.8M

Holdings

1,073

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,073 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$138.0M
BILZPIMCO ETF TR
$76.1M
NDQINVESCO QQQ TR
$70.6M
MGKVANGUARD WORLD FD
$64.0M
VTIVANGUARD INDEX FDS
$63.3M
VUGVANGUARD INDEX FDS
$40.4M
DONSPDR DOW JONES INDL AVERAGE
$23.8M
SVOLSIMPLIFY EXCHANGE TRADED FUN
$21.6M
CTASIMPLIFY EXCHANGE TRADED FUN
$19.9M
VOOVVANGUARD ADMIRAL FDS INC
$19.3M
VGTVANGUARD WORLD FD
$18.2M
BUCKSIMPLIFY EXCHANGE TRADED FUN
$16.0M
HIGHSIMPLIFY EXCHANGE TRADED FUN
$13.2M
NVDANVIDIA CORPORATION
$12.2M
VVVANGUARD INDEX FDS
$10.9M
AAPLAPPLE INC
$10.1M
AMZNAMAZON COM INC
$8.4M
MSFTMICROSOFT CORP
$5.0M
VOOVANGUARD INDEX FDS
$4.8M
TSLATESLA INC
$3.4M
RFREGIONS FINANCIAL CORP NEW
$3.3M
SGOVISHARES TR
$3.1M
PNFPPINNACLE FINL PARTNERS INC
$2.5M
IVWISHARES TR
$2.4M
METAMETA PLATFORMS INC
$2.1M
MIGAMICROSTRATEGY INC
$2.1M
GOOGLALPHABET INC
$2.1M
IVVISHARES TR
$1.9M
PGPROCTER AND GAMBLE CO
$1.9M
CVXCHEVRON CORP NEW
$1.8M
COSTCOSTCO WHSL CORP NEW
$1.7M
WMTWALMART INC
$1.6M
HCAHCA HEALTHCARE INC
$1.4M
LLYELI LILLY & CO
$1.4M
GOOGALPHABET INC
$1.4M
AVGOBROADCOM INC
$1.2M
VIGVANGUARD SPECIALIZED FUNDS
$1.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.2M
IWFISHARES TR
$998K
NFLXNETFLIX INC
$949K
JNJJOHNSON & JOHNSON
$921K
CHRWC H ROBINSON WORLDWIDE INC
$879K
JPMJPMORGAN CHASE & CO.
$864K
ACNACCENTURE PLC IRELAND
$808K
RSPINVESCO EXCHANGE TRADED FD T
$774K
XOMEXXON MOBIL CORP
$769K
PYLDPIMCO ETF TR
$665K
IBMINTERNATIONAL BUSINESS MACHS
$663K
ORCLORACLE CORP
$643K
SCHDSCHWAB STRATEGIC TR
$639K
GQ9SPDR GOLD TR
$637K
AHRAMERICAN HEALTHCARE REIT INC
$627K
XLKSELECT SECTOR SPDR TR
$624K
HDHOME DEPOT INC
$618K
VFHVANGUARD WORLD FD
$607K
TTTRANE TECHNOLOGIES PLC
$594K
MPCMARATHON PETE CORP
$592K
GSGOLDMAN SACHS GROUP INC
$553K
4I1PHILIP MORRIS INTL INC
$537K
VVISA INC
$537K
AMDADVANCED MICRO DEVICES INC
$526K
TAT&T INC
$517K
CATCATERPILLAR INC
$501K
AFLAFLAC INC
$496K
VTVVANGUARD INDEX FDS
$490K
PKSTPEAKSTONE REALTY TRUST
$488K
SHELSHELL PLC
$485K
RCLROYAL CARIBBEAN GROUP
$479K
BONDPIMCO ETF TR
$474K
AQLTISHARES TR
$472K
BABOEING CO
$444K
LOWLOWES COS INC
$441K
DUKDUKE ENERGY CORP NEW
$440K
MRKMERCK & CO INC
$436K
VMCVULCAN MATLS CO
$424K
SHWSHERWIN WILLIAMS CO
$420K
SCHFSCHWAB STRATEGIC TR
$419K
PECOPHILLIPS EDISON & CO INC
$415K
VCRVANGUARD WORLD FD
$411K
ABBVABBVIE INC
$406K
FBTCFIDELITY WISE ORIGIN BITCOIN
$406K
SILASILA REALTY TRUST INC
$401K
IWMISHARES TR
$399K
SPYGSPDR SERIES TRUST
$397K
CMICUMMINS INC
$392K
HNIHNI CORP
$389K
MOALTRIA GROUP INC
$386K
SPTMSPDR SERIES TRUST
$376K
IWDISHARES TR
$372K
CRMSALESFORCE INC
$362K
SHOPSHOPIFY INC
$357K
PUSHPGIM ETF TR
$352K
PLTRPALANTIR TECHNOLOGIES INC
$347K
VDCVANGUARD WORLD FD
$344K
BACBANK AMERICA CORP
$338K
RTXRTX CORPORATION
$333K
TSCOTRACTOR SUPPLY CO
$326K
CIONCION INVT CORP
$320K
COPCONOCOPHILLIPS
$313K
XLFSELECT SECTOR SPDR TR
$303K
Page 1 of 11Next