Beacon Capital Management, Inc. holds a diversified book of 125 stocks worth $1.8B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Short-Term Treasury and trimmed Vanguard Energy ETF. Their largest long position is Vanguard Energy ETF at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1575301/holdings"
Use Arkolith to show Beacon Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD ENERGY ETF | $124.7M | 720.5K | 7.0% | ▼−9.7% Reduced · −77K sh | |
| 2 | Vanguard World FD UTILITIES ETF | $103.6M | 523.0K | 5.8% | ▼−7.3% Reduced · −41K sh | |
| 3 | Vanguard World FD MATERIALS ETF | $102.3M | 454.2K | 5.8% | ▼−8.0% Reduced · −39K sh | |
| 4 | Vanguard World FD INDUSTRIAL ETF | $101.5M | 325.2K | 5.7% | ▼−8.2% Reduced · −29K sh | |
| 5 | Vanguard World FD HEALTH CAR ETF | $96.0M | 352.4K | 5.4% | ▼−7.1% Reduced · −27K sh | |
| 6 | Vanguard World FD CONSUM STP ETF | $94.5M | 420.7K | 5.3% | ▼−6.8% Reduced · −31K sh | |
| 7 | Vanguard Index FDS REAL ESTATE ETF | $90.7M | 1.02M | 5.1% | ▲+31% Added · +243K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $88.8M | 136.6K | 5.0% | ▲+6.5% Added · +8K sh | |
| 9 | Vanguard World FD COMM SRVC ETF | $73.4M | 408.1K | 4.1% | ▼−32% Reduced · −191K sh | |
| 10 | Vanguard World FD INF TECH ETF | $70.3M | 100.8K | 4.0% | ▼−31% Reduced · −45K sh | |
| 11 | Vanguard World FD FINANCIALS ETF | $67.0M | 554.3K | 3.8% | ▼−30% Reduced · −238K sh | |
| 12 | Vanguard World FD CONSUM DIS ETF | $66.8M | 186.0K | 3.8% | ▼−30% Reduced · −80K sh | |
| 13 | Vanguard Malvern FDS STRM INFPROIDX | $66.6M | 1.33M | 3.7% | ▲+90% Added · +630K sh | |
| 14 | Invesco QQQ TR UNIT SER 1 | $58.8M | 101.9K | 3.3% | ▼−53% Reduced · −116K sh | |
| 15 | SPDR Series Trust STATE STREET SPD | $58.4M | 1.90M | 3.3% | ▲+378% Added · +1.5M sh | |
| 16 | Vanguard BD Index FDS INTERMED TERM | $47.9M | 621.1K | 2.7% | ▼−23% Reduced · −190K sh | |
| 17 | Vanguard BD Index FDS LONG TERM BOND | $47.3M | 688.3K | 2.7% | ▼−23% Reduced · −207K sh | |
| 18 | Vanguard Scottsdale FDS SHORT TERM TREAS | $44.7M | 763.8K | 2.5% | ▲New New position | |
| 19 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $44.0M | 555.1K | 2.5% | ▲New New position | |
| 20 | Northern LTS FD TR II BEACON SELECTIVE | $28.9M | 976.0K | 1.6% | —Held | |
| 21 | Vanguard BD Index FDS SHORT TRM BOND | $27.7M | 353.1K | 1.6% | ▼−9.2% Reduced · −36K sh | |
| 22 | Northern LTS FD TR II BEACON TACTICAL | $25.9M | 1.00M | 1.5% | —Held | |
| 23 | Vanguard World FD EXTENDED DUR | $22.5M | 345.8K | 1.3% | ▼−32% Reduced · −162K sh | |
| 24 | SPDR Series Trust STATE STREET SPD | $21.6M | 273.8K | 1.2% | ▲+6.2% Added · +16K sh | |
| 25 | SPDR Series Trust STATE STREET SPD | $21.5M | 281.3K | 1.2% | ▲+6.4% Added · +17K sh | |
| 26 | Victory Portfolios II SHARES FREE CASH | $20.9M | 530.3K | 1.2% | ▲+23% Added · +99K sh | |
| 27 | Pimco ETF TR ENHNCD LW DUR AC | $18.5M | 193.1K | 1.0% | ▲+8.5% Added · +15K sh | |
| 28 | SPDR Series Trust STATE STREET SPD | $17.4M | 190.1K | 1.0% | ▼−19% Reduced · −43K sh | |
| 29 | Pimco ETF TR MULTISECTOR BD | $16.1M | 614.0K | 0.9% | ▲+8.8% Added · +50K sh | |
| 30 | T Rowe Price ETF Inc SMALL MID CAP | $15.9M | 433.9K | 0.9% | ▲+235% Added · +304K sh | |
| 31 | Invesco Actvely MNGD Etc FD OPTIMUM YIELD | $13.6M | 784.6K | 0.8% | ▼−18% Reduced · −174K sh | |
| 32 | Simplify Exchange Traded Fun MANAGED FUTURES | $10.5M | 349.0K | 0.6% | ▲+87% Added · +162K sh | |
| 33 | Ea Series Trust ASTORIA US EQUAL | $10.3M | 290.9K | 0.6% | ▲+4.8% Added · +13K sh | |
| 34 | SPDR Gold TR GOLD SHS | $9.7M | 22.6K | 0.5% | ▼−1.6% Reduced · −358 sh | |
| 35 | Angel Oak Funds Trust INCOME ETF | $7.5M | 363.2K | 0.4% | ▼−1.2% Reduced · −4K sh | |
| 36 | Litman Gregory FDS TR IMGP DBI MANAGED | $5.0M | 166.3K | 0.3% | ▲+2.8% Added · +5K sh | |
| 37 | SPDR Series Trust STATE STREET SPD | $3.4M | 34.6K | 0.2% | ▼−17% Reduced · −7K sh | |
| 38 | Janus Detroit STR TR HENDRSON AAA CL | $3.4M | 66.9K | 0.2% | ▼−81% Reduced · −286K sh | |
| 39 | Capital Grp Fixed Incm ETF T MUNICIPAL INCOME | $3.3M | 120.0K | 0.2% | —Held | |
| 40 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $3.2M | 28.8K | 0.2% | ▼−1.4% Reduced · −405 sh | |
| 41 | Pimco ETF TR INTER MUN BD ACT | $3.1M | 60.0K | 0.2% | —Held | |
| 42 | Select Sector SPDR TR STATE STREET TEC | $2.8M | 21.2K | 0.2% | ▼−55% Reduced · −26K sh | |
| 43 | Ishares TR TRUST ISHARE 0-1 | $1.8M | 16.2K | 0.1% | ▼−56% Reduced · −21K sh | |
| 44 | Select Sector SPDR TR STATE STREET FIN | $1.8M | 35.7K | 0.1% | ▼−57% Reduced · −47K sh | |
| 45 | Select Sector SPDR TR STATE STREET CON | $1.5M | 13.7K | 0.1% | ▲New New position | |
| 46 | Reaves Util Income FD COM SH BEN INT | $1.4M | 34.5K | 0.1% | —Held | |
| 47 | Proshares TR PSHS ULT S&P 500 | $1.3M | 25.1K | 0.1% | ▼−31% Reduced · −11K sh | |
| 48 | Cohen & Steers Real Estate O SHS BENFIN INT | $1.2M | 83.5K | 0.1% | —Held | |
| 49 | Cohen & Steers Infrastructur COM | $1.2M | 45.0K | 0.1% | —Held | |
| 50 | Proshares TR PSHS ULTRA QQQ | $1.1M | 18.4K | 0.1% | ▼−37% Reduced · −11K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 141 | $1.8B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 139 | $1.9B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 16, 2025 | 181 | $2.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 4, 2025 | 125 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 21, 2025 | 35 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 28 | $2.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 29 | $2.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 5, 2024 | 26 | $2.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 11, 2024 | 26 | $2.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 17, 2024 | 70 | $2.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 10, 2023 | 62 | $2.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 13, 2023 | 62 | $2.9B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 24, 2023 | 91 | $2.8B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 12, 2023 | 103 | $2.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 11, 2022 | 79 | $2.7B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 20, 2022 | 107 | $2.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 7, 2022 | 75 | $3.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 4, 2022 | 66 | $3.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 13, 2021 | 90 | $2.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 22, 2021 | 27 | $2.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 58 | $2.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 27, 2021 | 79 | $2.3B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 7, 2020 | 100 | $2.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.