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Beacon Capital Management, LLC - Portfolio Stock Holdings

Beacon Capital Management, LLC disclosed 194 stock positions in a recent SEC 13F filing. $682,243,391 of stock holdings were filed, with the largest holdings including SPY, QQQ, and VTI. This filing represented positions held on June 30, 2026, and was filed on July 29, 2026.

We estimate the fund has a total AUM of $1,269,503,035 and has 39 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

194

Est. Stock Holding Value:

$682,243,391

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Beacon Capital Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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