Beacon Capital Management, Inc. - Portfolio overview

Beacon Capital Management, Inc. has 164 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Real Estate.

Largest reported holdings by portfolio allocation

1. VDE - VANGUARD WORLD FD, 6.91%
2. VPU - VANGUARD WORLD FD, 5.75%
3. VAW - VANGUARD WORLD FD, 5.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.