Beacon Capital Management, LLC - Portfolio overview

Beacon Capital Management, LLC has 180 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S P 500 ETF T, 18.64%
2. QQQ - INVESCO QQQ TR, 9.80%
3. MGK - VANGUARD WORLD FD, 8.55%

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

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