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Portfolio (Quarterly) Guide ↗

Beacon Capital Management, LLC

· CIK 0001921487
13F Portfolio $683M AUM 175 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 56 Added 69 Reduced 20 Exited
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGK VANGUARD WORLD FD 530,802.0 $46.7M 6.84% +395K +292.1% $87.91 +1.2%
2 SPYM SPDR SERIES TRUST 394,381.0 $34.7M 5.08% +380K +2670.5% $87.88 +2.6%
3 VUG VANGUARD INDEX FDS 331,249.0 $28.5M 4.18% +262K +376.4% $86.14 +1.6%
4 IVW ISHARES TR 136,146.0 $18.7M 2.74% +95K +231.3% $137.53 +0.9%
5 BLACKROCK ETF TRUST 483,900.0 $17.7M 2.60% +392K +428.7% $36.60
6 DYNF BLACKROCK ETF TRUST 252,353.0 $17.2M 2.52% +206K +439.4% $68.01 +1.6%
7 VGT VANGUARD WORLD FD 136,652.0 $16.3M 2.39% +116K +547.1% $119.52 -0.9%
8 IVE ISHARES TR 54,222.0 $12.3M 1.80% +40K +268.8% $227.06 +4.5%
9 BAI BLACKROCK ETF TRUST 137,458.0 $7.2M 1.06% +104K +309.6% $52.72 -16.0%
10 MTUM ISHARES TR 16,932.0 $5.8M 0.85% +11K +166.6% $342.83 -11.0%
11 SHLD GLOBAL X FDS 86,304.0 $5.2M 0.76% +73K +565.6% $59.71 +12.4%
12 BLCR BLACKROCK ETF TRUST 92,787.0 $4.7M 0.69% +76K +458.4% $50.37 -2.5%
13 IEMG ISHARES INC 56,156.0 $4.7M 0.68% +36K +176.8% $82.84 -1.5%
14 IVV ISHARES TR 5,945.0 $4.5M 0.65% +2K +41.4% $748.90 +2.7%
15 THRO BLACKROCK ETF TRUST 98,838.0 $4.3M 0.62% +68K +222.0% $43.11 +1.2%
16 WMT WALMART INC Consumer Defensive 19,367.0 $2.2M 0.32% +3K +16.0% $113.26 -8.4%
17 SPYG SPDR SERIES TRUST 16,687.0 $2.0M 0.29% +2K +13.0% $118.99 +1.0%
18 AVGO BROADCOM INC Technology 4,492.0 $1.7M 0.25% +94.0 +2.1% $377.77 -2.5%
19 IEFA ISHARES TR 16,000.0 $1.5M 0.23% +4K +35.0% $96.58 +4.4%
20 IWF ISHARES TR 9,874.0 $1.2M 0.18% +7K +311.2% $124.16 -1.4%
Page 1 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 67.5%
Technology 16.1%
Consumer Cyclical 4.9%
Consumer Defensive 2.5%
Healthcare 2.4%
Communication Services 2.2%
Industrials 2.1%
Energy 1.2%
Real Estate 0.7%
Utilities 0.3%