Question 1

What is Beacon Capital Management, Inc.'s portfolio value?

Accepted Answer

As of Q1 2026, Beacon Capital Management, Inc. manages $709.7B across 57 reported positions in their SEC 13F filing.

Question 2

What are Beacon Capital Management, Inc.'s top holdings?

Accepted Answer

Beacon Capital Management, Inc.'s largest 13F positions include VNQ, VTIP, FLRN, representing approximately 30.4% of the reported portfolio.

Question 3

How many stocks does Beacon Capital Management, Inc. hold?

Accepted Answer

Beacon Capital Management, Inc. holds 57 reported positions as of their Q1 2026 13F filing.

Question 4

When did Beacon Capital Management, Inc. last file a 13F?

Accepted Answer

The most recent 13F filing from Beacon Capital Management, Inc. reports positions as of Q1 2026. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	VNQ VANGUARD INDEX FDS	1,022,472	$90.7B	12.78%
2	VTIP VANGUARD MALVERN FDS	1,333,111	$66.6B	9.38%
3	FLRN SPDR SERIES TRUST	1,898,123	$58.4B	8.23%
4	BIV VANGUARD BD INDEX FDS	621,147	$47.9B	6.76%
5	BLV VANGUARD BD INDEX FDS	688,328	$47.3B	6.67%
6	VGSH VANGUARD SCOTTSDALE FDS	763,790	$44.7B	6.30%
7	VCSH VANGUARD SCOTTSDALE FDS	555,117	$44.0B	6.20%
8	BSR NORTHERN LTS FD TR II	975,994	$28.9B	4.07%
9	BSV VANGUARD BD INDEX FDS	353,073	$27.7B	3.90%
10	BTR NORTHERN LTS FD TR II	1,003,237	$25.9B	3.65%

Sector	# Holdings	Value	%
Financial Services	50	$705.9B	99.5%
Technology	4	$3.7B	0.5%
Unknown	3	$71.7M	0.0%

Beacon Capital Management, Inc.

Top 10 Holdings

Sector Breakdown