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, LLC (CIK 1921487) reported $566.7M across 165 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($108.5M, 19.15%), QQQ ($57.1M, 10.07%), MGK ($49.7M, 8.78%), BILZ ($49.1M, 8.67%), VTI ($48.6M, 8.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S P 500 ETF T | $108.5M | 19.15% | 166,854 | Trimmed |
| 2 | QQQ | INVESCO QQQ TR | $57.1M | 10.07% | 98,877 | Trimmed |
| 3 | MGK | VANGUARD WORLD FD | $49.7M | 8.78% | 135,363 | Trimmed |
| 4 | BILZ | PIMCO ETF TR | $49.1M | 8.67% | 486,666 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $48.6M | 8.57% | 151,381 | Trimmed |
| 6 | VUG | VANGUARD INDEX FDS | $30.4M | 5.36% | 69,538 | Trimmed |
| 7 | DIA | STATE STR SPDR DOW JONES IND | $16.3M | 2.87% | 35,102 | Trimmed |
| 8 | VGT | VANGUARD WORLD FD | $14.7M | 2.60% | 21,117 | Trimmed |
| 9 | VOOV | VANGUARD ADMIRAL FDS INC | $14.5M | 2.56% | 71,119 | Trimmed |
| 10 | AAPL | APPLE INC | $14.2M | 2.50% | 55,842 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $13.6M | 2.40% | 77,895 | Added |
| 12 | VV | VANGUARD INDEX FDS | $7.4M | 1.31% | 24,866 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $7.1M | 1.26% | 34,299 | Trimmed |
| 14 | IVW | ISHARES TR | $4.6M | 0.82% | 41,094 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $4.2M | 0.74% | 7,034 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $3.9M | 0.69% | 10,491 | Added |
| 17 | TSLA | TESLA INC | $3.6M | 0.63% | 9,593 | Trimmed |
| 18 | RF | REGIONS FINANCIAL CORP NEW | $3.6M | 0.63% | 136,308 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $3.4M | 0.60% | 11,805 | Trimmed |
| 20 | IVE | ISHARES TR | $3.1M | 0.55% | 14,701 | Added |
| 21 | PG | PROCTER GAMBLE CO | $3.1M | 0.55% | 21,670 | Added |
| 22 | CORO | BLACKROCK ETF TRUST | $2.9M | 0.52% | 91,519 | New |
| 23 | IVV | ISHARES TR | $2.7M | 0.48% | 4,204 | Added |
| 24 | DYNF | BLACKROCK ETF TRUST | $2.7M | 0.48% | 46,781 | New |
| 25 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $2.4M | 0.42% | 79,524 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31