Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beacon Capital Management, Inc. (CIK 1575301) reported $1.78B across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VDE ($124.7M, 7.01%), VPU ($103.6M, 5.83%), VAW ($102.3M, 5.76%), VIS ($101.5M, 5.71%), VHT ($96.0M, 5.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VDE | VANGUARD WORLD FD | $124.7M | 7.01% | 720,530 | Trimmed |
| 2 | VPU | VANGUARD WORLD FD | $103.6M | 5.83% | 522,967 | Trimmed |
| 3 | VAW | VANGUARD WORLD FD | $102.3M | 5.76% | 454,180 | Trimmed |
| 4 | VIS | VANGUARD WORLD FD | $101.5M | 5.71% | 325,178 | Trimmed |
| 5 | VHT | VANGUARD WORLD FD | $96.0M | 5.40% | 352,404 | Trimmed |
| 6 | VDC | VANGUARD WORLD FD | $94.5M | 5.31% | 420,746 | Trimmed |
| 7 | VNQ | VANGUARD INDEX FDS | $90.7M | 5.10% | 1.0M | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $88.8M | 5.00% | 136,583 | Added |
| 9 | VOX | VANGUARD WORLD FD | $73.4M | 4.13% | 408,080 | Trimmed |
| 10 | VGT | VANGUARD WORLD FD | $70.3M | 3.96% | 100,828 | Trimmed |
| 11 | VFH | VANGUARD WORLD FD | $67.0M | 3.77% | 554,302 | Trimmed |
| 12 | VCR | VANGUARD WORLD FD | $66.8M | 3.76% | 186,007 | Trimmed |
| 13 | VTIP | VANGUARD MALVERN FDS | $66.6M | 3.75% | 1.3M | Added |
| 14 | QQQ | INVESCO QQQ TR | $58.8M | 3.31% | 101,860 | Trimmed |
| 15 | FLRN | SPDR SERIES TRUST | $58.4M | 3.29% | 1.9M | Added |
| 16 | BIV | VANGUARD BD INDEX FDS | $47.9M | 2.70% | 621,147 | Trimmed |
| 17 | BLV | VANGUARD BD INDEX FDS | $47.3M | 2.66% | 688,328 | Trimmed |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $44.7M | 2.51% | 763,790 | New |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $44.0M | 2.47% | 555,117 | New |
| 20 | BSR | NORTHERN LTS FD TR II | $28.9M | 1.62% | 975,994 | Hold |
| 21 | BSV | VANGUARD BD INDEX FDS | $27.7M | 1.56% | 353,073 | Trimmed |
| 22 | BTR | NORTHERN LTS FD TR II | $25.9M | 1.46% | 1.0M | Hold |
| 23 | EDV | VANGUARD WORLD FD | $22.5M | 1.26% | 345,833 | Trimmed |
| 24 | SPTM | SPDR SERIES TRUST | $21.6M | 1.22% | 273,758 | Added |
| 25 | SPLG | SPDR SERIES TRUST | $21.5M | 1.21% | 281,297 | Added |
Source: SEC Form 13F filings · as of 2026-03-31