Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Beacon Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Beacon Capital Management, LLC (CIK 1921487) reported $682.5M across 175 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($105.1M, 15.40%), QQQ ($58.8M, 8.61%), VTI ($47.5M, 6.96%), MGK ($46.7M, 6.84%), BILZ ($42.5M, 6.23%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$105.1M15.40%140,753Trimmed
2QQQINVESCO QQQ TR$58.8M8.61%79,780Trimmed
3VTIVANGUARD INDEX FDS$47.5M6.96%128,327Trimmed
4MGKVANGUARD WORLD FD$46.7M6.84%530,802Added
5BILZPIMCO ETF TR$42.5M6.23%421,207Trimmed
6SPLGSPDR SERIES TRUST$34.7M5.08%394,381Added
7VUGVANGUARD INDEX FDS$28.5M4.18%331,249Added
8IVWISHARES TR$18.7M2.74%136,146Added
9COROBLACKROCK ETF TRUST$17.7M2.59%483,900Added
10DYNFBLACKROCK ETF TRUST$17.2M2.51%252,353Added
11VGTVANGUARD WORLD FD$16.3M2.39%136,652Added
12AAPLAPPLE INC$15.9M2.34%55,120Trimmed
13DIASTATE STR SPDR DOW JONES IND$15.7M2.30%30,086Trimmed
14NVDANVIDIA CORPORATION$15.4M2.25%76,879Trimmed
15VOOVVANGUARD ADMIRAL FDS INC$14.4M2.11%65,619Trimmed
16IVEISHARES TR$12.3M1.80%54,222Added
17AMZNAMAZON COM INC$8.0M1.18%33,674Trimmed
18VVVANGUARD INDEX FDS$8.0M1.17%23,303Trimmed
19BAIBLACKROCK ETF TRUST$7.2M1.06%137,458Added
20MTUMISHARES TR$5.8M0.85%16,932Added
21SHLDGLOBAL X FDS$5.2M0.76%86,304Added
22IUSBISHARES TR$4.7M0.69%101,980New
23IEMGISHARES INC$4.7M0.68%56,156Added
24BLCRBLACKROCK ETF TRUST$4.7M0.68%92,787Added
25VOOVANGUARD INDEX FDS$4.4M0.65%6,467Trimmed

Source: SEC Form 13F filings · as of 2026-06-30