Beacon Capital Management, LLC Q3 2025 Filing

Filed November 7, 2025

Portfolio Value

$703.5M

Holdings

140

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (140 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$134.0M
NDQINVESCO QQQ TR
$74.7M
MGKVANGUARD WORLD FD
$66.6M
BILZPIMCO ETF TR
$64.8M
VTIVANGUARD INDEX FDS
$60.5M
VUGVANGUARD INDEX FDS
$40.7M
DONSPDR DOW JONES INDL AVERAGE
$21.2M
VGTVANGUARD WORLD FD
$19.3M
VOOVVANGUARD ADMIRAL FDS INC
$16.4M
BUCKSIMPLIFY EXCHANGE TRADED FUN
$14.4M
NVDANVIDIA CORPORATION
$14.1M
CTASIMPLIFY EXCHANGE TRADED FUN
$13.9M
AAPLAPPLE INC
$13.5M
HIGHSIMPLIFY EXCHANGE TRADED FUN
$12.4M
SVOLSIMPLIFY EXCHANGE TRADED FUN
$10.9M
VVVANGUARD INDEX FDS
$9.1M
AMZNAMAZON COM INC
$8.6M
SBARSIMPLIFY EXCHANGE TRADED FUN
$6.6M
AGGHSIMPLIFY EXCHANGE TRADED FUN
$6.5M
MSFTMICROSOFT CORP
$5.3M
TSLATESLA INC
$4.7M
VOOVANGUARD INDEX FDS
$4.7M
RFREGIONS FINANCIAL CORP NEW
$3.6M
GAEMSIMPLIFY EXCHANGE TRADED FUN
$3.3M
SGOVISHARES TR
$3.0M
GOOGLALPHABET INC
$2.8M
IVWISHARES TR
$2.2M
PNFPPINNACLE FINL PARTNERS INC
$2.1M
PGPROCTER AND GAMBLE CO
$2.0M
GOOGALPHABET INC
$2.0M
METAMETA PLATFORMS INC
$2.0M
IVVISHARES TR
$1.9M
CVXCHEVRON CORP NEW
$1.9M
HCAHCA HEALTHCARE INC
$1.7M
MIGASTRATEGY INC
$1.7M
WMTWALMART INC
$1.7M
COSTCOSTCO WHSL CORP NEW
$1.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$1.4M
AVGOBROADCOM INC
$1.4M
VIGVANGUARD SPECIALIZED FUNDS
$1.3M
LLYELI LILLY & CO
$1.3M
ORCLORACLE CORP
$1.3M
CHRWC H ROBINSON WORLDWIDE INC
$1.2M
IWFISHARES TR
$1.1M
JNJJOHNSON & JOHNSON
$1.1M
JPMJPMORGAN CHASE & CO
$977K
NFLXNETFLIX INC
$812K
GQ9SPDR GOLD TR
$764K
SCHBSCHWAB STRATEGIC TR
$744K
XOMEXXON MOBIL CORP
$718K
SCHFSCHWAB STRATEGIC TR
$702K
XLKSELECT SECTOR SPDR TR
$689K
MPCMARATHON PETE CORP
$687K
IBMINTERNATIONAL BUSINESS MACHS
$678K
ACNACCENTURE PLC IRELAND
$671K
HDHOME DEPOT INC
$630K
SCHDSCHWAB STRATEGIC TR
$610K
GSGOLDMAN SACHS GROUP INC
$599K
AQLTISHARES TR
$592K
AMDADVANCED MICRO DEVICES INC
$584K
TTTRANE TECHNOLOGIES PLC
$575K
AHRAMERICAN HEALTHCARE REIT INC
$574K
CMICUMMINS INC
$567K
TAT&T INC
$557K
PLTRPALANTIR TECHNOLOGIES INC
$550K
SPYGSPDR SERIES TRUST
$549K
VFHVANGUARD WORLD FD
$541K
AFLAFLAC INC
$534K
VVISA INC
$526K
ABBVABBVIE INC
$510K
VMCVULCAN MATLS CO
$501K
VOVANGUARD INDEX FDS
$498K
LOWLOWES COS INC
$492K
FBTCFIDELITY WISE ORIGIN BITCOIN
$487K
4I1PHILIP MORRIS INTL INC
$480K
SCHASCHWAB STRATEGIC TR
$466K
SHELSHELL PLC
$460K
DUKDUKE ENERGY CORP NEW
$458K
RCLROYAL CARIBBEAN GROUP
$455K
PKSTPEAKSTONE REALTY TRUST
$451K
BABOEING CO
$449K
IWMISHARES TR
$444K
MOALTRIA GROUP INC
$440K
SPTMSPDR SERIES TRUST
$412K
SILASILA REALTY TRUST INC
$406K
VTVVANGUARD INDEX FDS
$394K
IWDISHARES TR
$390K
HNIHNI CORP
$373K
VCRVANGUARD WORLD FD
$370K
PECOPHILLIPS EDISON & CO INC
$369K
BACBANK AMERICA CORP
$366K
MRKMERCK & CO INC
$358K
PUSHPGIM ETF TR
$356K
CSCOCISCO SYS INC
$347K
XLFSELECT SECTOR SPDR TR
$345K
AMGNAMGEN INC
$340K
RTXRTX CORPORATION
$339K
CATCATERPILLAR INC
$333K
TSCOTRACTOR SUPPLY CO
$333K
CRMSALESFORCE INC
$325K
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