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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPTM SPDR SERIES TRUST 4,464.0 $405K 0.06% +62.0 +1.4% $90.79 +2.4%
42 IWR ISHARES TR 3,564.0 $393K 0.06% +315.0 +9.7% $110.31 +2.8%
43 NVDU DIREXION SHARES ETF TRUST 3,293.0 $390K 0.06% +117.0 +3.7% $118.54 +11.9%
44 PUSH PGIM ETF TR 7,221.0 $364K 0.05% +56.0 +0.8% $50.42 -0.0%
45 COP CONOCOPHILLIPS Energy 3,379.0 $351K 0.05% +59.0 +1.8% $103.95 +29.7%
46 VCR VANGUARD WORLD FD 873.0 $346K 0.05% +12.0 +1.4% $396.66 +0.1%
47 VOOG VANGUARD ADMIRAL FDS INC 4,188.0 $346K 0.05% +4K +731.0% $82.62 +1.0%
48 ACN ACCENTURE PLC IRELAND Technology 2,686.0 $334K 0.05% +31.0 +1.2% $124.44 +48.9%
49 ITOT ISHARES TR 1,897.0 $312K 0.05% +23.0 +1.2% $164.25 +2.3%
50 USMV ISHARES TR 3,057.0 $295K 0.04% +184.0 +6.4% $96.45 +5.0%
51 MCD MCDONALDS CORP Consumer Cyclical 1,044.0 $282K 0.04% +98.0 +10.4% $270.22 +0.3%
52 AVIG AMERICAN CENTY ETF TR 6,616.0 $274K 0.04% +335.0 +5.3% $41.41 -1.7%
53 LIN LINDE PLC Basic Materials 519.0 $269K 0.04% +8.0 +1.6% $518.96 -6.0%
54 VHT VANGUARD WORLD FD 845.0 $253K 0.04% +30.0 +3.7% $298.96 +9.6%
55 LMT LOCKHEED MARTIN CORP Industrials 442.0 $225K 0.03% +19.0 +4.5% $509.32 +10.7%
56 PPLT ABRDN PLATINUM ETF TRUST Financial Services 14,880.0 $210K 0.03% +9K +162.6% $14.13 +20.5%
Page 3 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%