Beacon Capital Management, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$645.1M

Holdings

158

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S P 500 ETF TR
191,358$130.5M20.23%
2
NDQINVESCO QQQ TR
112,791$69.3M10.74%
3
MGKVANGUARD WORLD FD
156,226$64.5M10.00%
4
BILZPIMCO ETF TR
596,167$60.1M9.31%
5
VTIVANGUARD INDEX FDS
178,298$59.8M9.27%
6
VUGVANGUARD INDEX FDS
80,407$39.2M6.08%
7
DONSPDR DOW JONES INDL AVERAGE
42,339$20.3M3.15%
8
VGTVANGUARD WORLD FD
24,442$18.4M2.86%
9
VOOVVANGUARD ADMIRAL FDS INC
79,943$16.4M2.54%
10
AAPLAPPLE INC
52,771$14.3M2.22%
11
NVDANVIDIA CORPORATION
72,932$13.6M2.11%
12
VVVANGUARD INDEX FDS
28,090$8.8M1.37%
13
AMZNAMAZON COM INC
36,790$8.5M1.32%
14
VOOVANGUARD INDEX FDS
7,974$5.0M0.78%
15
MSFTMICROSOFT CORP
10,268$5.0M0.77%
16
TSLATESLA INC
10,111$4.5M0.70%
17
RFREGIONS FINANCIAL CORP NEW
140,190$3.8M0.59%
18
GOOGLALPHABET INC
12,101$3.8M0.59%
19
BUCKSIMPLIFY EXCHANGE TRADED FUN
157,460$3.7M0.58%
20
CTASIMPLIFY EXCHANGE TRADED FUN
128,295$3.5M0.54%
21
PGPROCTER AND GAMBLE CO
21,633$3.1M0.48%
22
SGOVISHARES TR
27,090$2.7M0.42%
23
IVWISHARES TR
20,408$2.5M0.39%
24
GOOGALPHABET INC
7,864$2.5M0.38%
25
IVVISHARES TR
3,503$2.4M0.37%
26
AGGHSIMPLIFY EXCHANGE TRADED FUN
110,435$2.3M0.35%
27
SVOLSIMPLIFY EXCHANGE TRADED FUN
113,534$2.0M0.31%
28
WMTWALMART INC
17,832$2.0M0.31%
29
LLYELI LILLY CO
1,843$2.0M0.31%
30
HIGHSIMPLIFY EXCHANGE TRADED FUN
82,454$1.8M0.29%
31
METAMETA PLATFORMS INC
2,779$1.8M0.28%
32
HCAHCA HEALTHCARE INC
3,793$1.8M0.27%
33
SBARSIMPLIFY EXCHANGE TRADED FUN
66,879$1.7M0.27%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
3,253$1.6M0.25%
35
FOXYSIMPLIFY EXCHANGE TRADED FUN
60,062$1.6M0.25%
36
COSTCOSTCO WHSL CORP NEW
1,886$1.6M0.25%
37
AVGOBROADCOM INC
4,376$1.5M0.23%
38
CHRWC H ROBINSON WORLDWIDE INC
9,158$1.5M0.23%
39
VIGVANGUARD SPECIALIZED FUNDS
6,289$1.4M0.21%
40
SMASMARTSTOP SELF STORAG REIT I
40,981$1.3M0.20%
41
GQ9SPDR GOLD TR
3,193$1.3M0.20%
42
CVXCHEVRON CORP NEW
8,231$1.3M0.19%
43
JNJJOHNSON JOHNSON
5,802$1.2M0.19%
44
IWFISHARES TR
2,349$1.1M0.17%
45
SPYGSPDR SERIES TRUST
9,174$978K0.15%
46
AQLTISHARES TR
10,814$967K0.15%
47
JPMJPMORGAN CHASE CO
2,984$961K0.15%
48
SCHFSCHWAB STRATEGIC TR
37,290$896K0.14%
49
XOMEXXON MOBIL CORP
7,261$873K0.14%
50
GAEMSIMPLIFY EXCHANGE TRADED FUN
32,752$872K0.14%
51
SCHBSCHWAB STRATEGIC TR
33,201$870K0.13%
52
ORCLORACLE CORP
4,362$850K0.13%
53
MIGASTRATEGY INC
5,221$793K0.12%
54
IBMINTERNATIONAL BUSINESS MACHS
2,671$791K0.12%
55
AMDADVANCED MICRO DEVICES INC
3,454$739K0.11%
56
ACNACCENTURE PLC IRELAND
2,667$715K0.11%
57
VOVANGUARD INDEX FDS
2,452$711K0.11%
58
GSGOLDMAN SACHS GROUP INC
769$675K0.10%
59
XLKSELECT SECTOR SPDR TR
4,646$668K0.10%
60
NFLXNETFLIX INC
7,071$662K0.10%
61
CMICUMMINS INC
1,298$662K0.10%
62
SCHDSCHWAB STRATEGIC TR
22,811$625K0.10%
63
AHRAMERICAN HEALTHCARE REIT INC
13,115$617K0.10%
64
HDHOME DEPOT INC
1,783$613K0.10%
65
OVMLISTED FDS TR
28,120$603K0.09%
66
MMITNEW YORK LIFE INVTS ACTIVE E
24,777$602K0.09%
67
MPCMARATHON PETE CORP
3,568$580K0.09%
68
SLVISHARES SILVER TR
8,960$577K0.09%
69
VTVVANGUARD INDEX FDS
3,000$573K0.09%
70
PLTRPALANTIR TECHNOLOGIES INC
3,197$568K0.09%
71
SCHASCHWAB STRATEGIC TR
19,868$565K0.09%
72
ABBVABBVIE INC
2,476$565K0.09%
73
SCHXSCHWAB STRATEGIC TR
20,514$552K0.09%
74
VFHVANGUARD WORLD FD
4,110$548K0.08%
75
4I1PHILIP MORRIS INTL INC
3,336$535K0.08%
76
TTTRANE TECHNOLOGIES PLC
1,365$531K0.08%
77
AFLAFLAC INC
4,786$527K0.08%
78
VVISA INC
1,476$517K0.08%
79
DUKDUKE ENERGY CORP NEW
4,175$489K0.08%
80
SHELSHELL PLC
6,616$486K0.08%
81
LOWLOWES COS INC
1,969$474K0.07%
82
TAT T INC
18,951$470K0.07%
83
VMCVULCAN MATLS CO
1,627$464K0.07%
84
FBTCFIDELITY WISE ORIGIN BITCOIN
5,869$447K0.07%
85
MRKMERCK CO INC
4,200$442K0.07%
86
AMGNAMGEN INC
1,332$436K0.07%
87
IWDISHARES TR
2,061$433K0.07%
88
DBBINVESCO DB MULTI-SECTOR COMM
17,849$409K0.06%
89
IWMISHARES TR
1,662$409K0.06%
90
SMMUPIMCO ETF TR
8,033$405K0.06%
91
NVDUDIREXION SHS ETF TR
3,434$404K0.06%
92
MUMICRON TECHNOLOGY INC
1,410$402K0.06%
93
CSCOCISCO SYS INC
5,171$398K0.06%
94
PKSTPEAKSTONE REALTY TRUST
27,564$395K0.06%
95
BACBANK AMERICA CORP
7,135$392K0.06%
96
AGGISHARES TR
3,923$391K0.06%
97
RCLROYAL CARIBBEAN GROUP
1,405$391K0.06%
98
SPYVSPDR SERIES TRUST
6,843$388K0.06%
99
MOALTRIA GROUP INC
6,737$388K0.06%
100
CATCATERPILLAR INC
664$380K0.06%
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