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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 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSB ISHARES TR 101,980.0 $4.7M 0.69% NEW $46.15 -1.6%
2 EFG ISHARES TR 21,340.0 $2.7M 0.39% NEW $124.42 +1.0%
3 GOVT ISHARES TR 55,509.0 $1.3M 0.18% NEW $22.78 -1.4%
4 MBB ISHARES TR 11,358.0 $1.1M 0.16% NEW $94.52 -1.5%
5 IALT BLACKROCK ETF TRUST 35,497.0 $996K 0.15% NEW $28.05 +3.3%
6 XTEN BONDBLOXX ETF TRUST 21,313.0 $971K 0.14% NEW $45.58 -2.9%
7 GGOV BLACKROCK ETF TRUST II 19,212.0 $966K 0.14% NEW $50.29 -0.2%
8 AIQ GLOBAL X FDS 6,497.0 $426K 0.06% NEW $65.61 -3.3%
9 GLDM WORLD GOLD TR Financial Services 5,356.0 $425K 0.06% NEW $79.42 +15.0%
10 BINC BLACKROCK ETF TRUST II 8,064.0 $422K 0.06% NEW $52.34 -0.7%
11 IBIT ISHARES BITCOIN TRUST ETF Financial Services 12,267.0 $408K 0.06% NEW $33.29 +31.2%
12 CRWD CROWDSTRIKE HLDGS INC Technology 480.0 $366K 0.05% NEW $190.69 +0.7%
13 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 733.0 $350K 0.05% NEW $477.27 -12.2%
14 INTC INTEL CORP Technology 2,437.0 $340K 0.05% NEW $139.62 -35.5%
15 WFC WELLS FARGO & CO Financial Services 3,999.0 $331K 0.05% NEW $82.65 +1.4%
16 JAVA J P MORGAN EXCHANGE TRADED F 3,775.0 $300K 0.04% NEW $79.41 +4.5%
17 MUB ISHARES TR 2,628.0 $283K 0.04% NEW $107.63 -2.1%
18 GE GE AEROSPACE Industrials 654.0 $244K 0.04% NEW $373.62 -6.8%
19 XLI SELECT SECTOR SPDR TR 1,312.0 $243K 0.04% NEW $185.25 -2.7%
20 AMAT APPLIED MATLS INC Technology 331.0 $240K 0.04% NEW $723.63 -32.0%
Page 1 of 2  ·  29 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%