Arkolith/Funds/Beacon Capital Management, Inc.

Beacon Capital Management, Inc.

CIK 1575301
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Beacon Capital Management, Inc. holds a focused book of 120 stocks worth $1.7B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Invesco S&P 500 Equal Weight and trimmed Vanguard Industrials ETF. Their largest long position is Invesco QQQ Trust Series 1 at 7% of the equity book.

Opened
40
bought for the first time
Added to
23
already held, bought more
Trimmed
44
sold some, still holds it
Sold out
14
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
57%
Top 20 holdings
83%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Financials
1%
Information Technology
0%
Industrials
0%
Real Estate
0%
Health Care
0%
Consumer Staples
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Beacon Capital Management, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$152.6B
OSAIC HOLDINGS, INC.77 / 80$8.8B
LPL Financial LLC75 / 80$46.7B
ENVESTNET ASSET MANAGEMENT INC75 / 80$25.6B
HARBOUR INVESTMENTS, INC.74 / 80$701.6M
UBS Group AG73 / 80$44.5B
ROYAL BANK OF CANADA73 / 80$34.3B
BANK OF AMERICA CORP /DE/71 / 80$131.4B

Ranked by the share of each fund's own book sitting in the names it shares with Beacon Capital Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

120 positions
#SecurityValueShares% PortLast moveHistory
1Invesco QQQ TR
UNIT SER 1
$109.9M149.3K
6.7%
+47%
Added · +47K sh
2Vanguard World FD
INF TECH ETF
$101.6M849.7K
6.1%
+743%
Added · +749K sh
3Vanguard World FD
INDUSTRIAL ETF
$101.2M280.8K
6.1%
−14%
Reduced · −44K sh
4State STR SPDR S&P 500 ETF T
TR UNIT
$95.2M127.4K
5.8%
−6.7%
Reduced · −9K sh
5Vanguard World FD
HEALTH CAR ETF
$92.8M310.3K
5.6%
−12%
Reduced · −42K sh
6Vanguard World FD
ENERGY ETF
$92.2M614.0K
5.6%
−15%
Reduced · −107K sh
7Vanguard World FD
MATERIALS ETF
$90.3M394.7K
5.5%
−13%
Reduced · −59K sh
8Vanguard World FD
UTILITIES ETF
$89.5M457.1K
5.4%
−13%
Reduced · −66K sh
9Vanguard Index FDS
REAL ESTATE ETF
$86.4M896.5K
5.2%
−12%
Reduced · −126K sh
10Vanguard World FD
COMM SRVC ETF
$85.4M464.2K
5.2%
+14%
Added · +56K sh
11Vanguard World FD
CONSUM STP ETF
$83.4M369.7K
5.0%
−12%
Reduced · −51K sh
12Vanguard World FD
CONSUM DIS ETF
$63.6M160.5K
3.9%
−14%
Reduced · −26K sh
13Vanguard World FD
FINANCIALS ETF
$62.9M478.0K
3.8%
−14%
Reduced · −76K sh
14Vanguard BD Index FDS
INTERMED TERM
$40.0M521.5K
2.4%
−16%
Reduced · −100K sh
15Vanguard BD Index FDS
LONG TERM BOND
$39.9M579.1K
2.4%
−16%
Reduced · −109K sh
16Vanguard Malvern FDS
STRM INFPROIDX
$35.8M712.5K
2.2%
−47%
Reduced · −621K sh
17Northern LTS FD TR II
BEACON UNIFIED C
$29.6M976.0K
1.8%
Held
18Northern LTS FD TR II
BEACON TACTICAL
$27.7M1.00M
1.7%
Held
19SPDR Series Trust
ST STR PR SP1500
$24.0M263.8K
1.4%
−3.6%
Reduced · −10K sh
20SPDR Series Trust
ST STR P500ETF
$23.8M271.3K
1.4%
−3.5%
Reduced · −10K sh
21Vanguard BD Index FDS
SHORT TRM BOND
$22.7M291.8K
1.4%
−17%
Reduced · −61K sh
22SPDR Series Trust
ST STR RATE ETF
$22.7M736.4K
1.4%
−61%
Reduced · −1.2M sh
23Victory Portfolios II
SHS FR CA FL ETF
$21.4M468.3K
1.3%
−12%
Reduced · −62K sh
24Pimco ETF TR
ENHNCD LW DUR AC
$18.6M194.7K
1.1%
+0.8%
Added · +2K sh
25T Rowe Price Exchange-Traded
SMALL MID CAP
$18.2M415.5K
1.1%
−4.2%
Reduced · −18K sh
26Vanguard Scottsdale FDS
SHRT TRM CORP BD
$17.5M221.8K
1.1%
−60%
Reduced · −333K sh
27Vanguard Scottsdale FDS
SHORT TERM TREAS
$17.5M300.4K
1.1%
−61%
Reduced · −463K sh
28SPDR Series Trust
ST STR BLO 1 ETF
$16.5M179.6K
1.0%
−5.5%
Reduced · −11K sh
29Pimco ETF TR
MULTISECTOR BD
$16.4M619.7K
1.0%
+0.9%
Added · +6K sh
30Simplify Exchange Traded Fun
MANAGED FUTURES
$13.7M528.5K
0.8%
+51%
Added · +180K sh
31Ea Series Trust
AST EQU KIN ETF
$13.1M308.3K
0.8%
+6.0%
Added · +17K sh
32Invesco Exchange Traded FD T
S&P500 EQL WGT
$8.7M40.7K
0.5%
New
New position
33SPDR Gold TR
GOLD SHS
$8.3M22.6K
0.5%
~0%
Reduced · −10 sh
34Wisdomtree TR
BLMBG US BULL
$8.1M302.8K
0.5%
New
New position
35Angel Oak Funds Trust
INCOME ETF
$7.6M367.2K
0.5%
+1.1%
Added · +4K sh
36Litman Gregory FDS TR
IMGP DBI MAN ETF
$5.1M166.8K
0.3%
+0.3%
Added · +505 sh
37Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$3.9M24.0K
0.2%
−16%
Reduced · −5K sh
38Invesco Actvely MNGD Etc FD
OPTIMUM YIELD
$3.5M219.7K
0.2%
−72%
Reduced · −565K sh
39Janus Detroit STR TR
HENDRSON AAA CL
$3.4M67.2K
0.2%
+0.5%
Added · +351 sh
40Capital Grp Fixed Incm ETF T
MUN INM ETF
$3.3M120.0K
0.2%
Held
41Select Sector SPDR TR
ST STR TECHN ETF
$3.2M16.7K
0.2%
−22%
Reduced · −5K sh
42Pimco ETF TR
INTER MUN BD ACT
$3.2M60.0K
0.2%
Held
43SPDR Series Trust
ST STR BL 12 ETF
$2.7M27.2K
0.2%
−21%
Reduced · −7K sh
44Select Sector SPDR TR
ST STR FINL ETF
$2.2M41.8K
0.1%
+17%
Added · +6K sh
45Select Sector SPDR TR
ST STR DISCR ETF
$1.9M16.0K
0.1%
+16%
Added · +2K sh
46Kraneshares Trust
MOUNT LUCAS ETF
$1.5M55.5K
0.1%
New
New position
47First TR Exchange-Traded FD
MNGD FUTRS STRGY
$1.5M30.0K
0.1%
New
New position
48Reaves Util Income FD
COM SH BEN INT
$1.4M34.5K
0.1%
Held
49Cohen & Steers Real Estate O
SHS BENFIN INT
$1.3M83.5K
0.1%
Held
50Cohen & Steers Infrastructur
COM
$1.2M45.0K
0.1%
Held
Showing 50 of 120 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 2026133$1.7B13F-HR
Q1 2026Mar 31, 2026May 8, 2026141$1.8B13F-HR/A
Q4 2025Dec 31, 2025Feb 12, 2026139$1.9B13F-HR
Q3 2025Sep 30, 2025Oct 16, 2025181$2.1B13F-HR
Q2 2025Jun 30, 2025Sep 4, 2025125$1.9B13F-HR
Q1 2025Mar 31, 2025May 21, 202535$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 11, 202528$2.3B13F-HR
Q3 2024Sep 30, 2024Oct 15, 202429$2.4B13F-HR
Q2 2024Jun 30, 2024Aug 5, 202426$2.3B13F-HR
Q1 2024Mar 31, 2024Apr 11, 202426$2.4B13F-HR
Q4 2023Dec 31, 2023Jan 17, 202470$2.5B13F-HR
Q3 2023Sep 30, 2023Oct 10, 202362$2.7B13F-HR
Q2 2023Jun 30, 2023Jul 13, 202362$2.9B13F-HR
Q1 2023Mar 31, 2023Apr 24, 202391$2.8B13F-HR
Q4 2022Dec 31, 2022Jan 12, 2023103$2.7B13F-HR
Q3 2022Sep 30, 2022Oct 11, 202279$2.7B13F-HR
Q2 2022Jun 30, 2022Jul 20, 2022107$2.9B13F-HR
Q1 2022Mar 31, 2022Apr 7, 202275$3.1B13F-HR
Q4 2021Dec 31, 2021Jan 4, 202266$3.0B13F-HR
Q3 2021Sep 30, 2021Oct 13, 202190$2.7B13F-HR
Q2 2021Jun 30, 2021Jul 22, 202127$2.7B13F-HR
Q1 2021Mar 31, 2021Apr 14, 202158$2.5B13F-HR
Q4 2020Dec 31, 2020Jan 27, 202179$2.3B13F-HR
Amended / restated
  • Q1 2026 · filed Apr 30, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.