Arkolith/Funds/Beacon Capital Management, LLC

Beacon Capital Management, LLC

CIK 1921487
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Beacon Capital Management, LLC holds a focused book of 175 stocks worth $682.5M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Ishr CR Unvrse Usd BD ETF-Ui and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 15% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.1%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Beacon Capital Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1,250
new positions
Added to
67
existing
Trimmed
73
reduced
Sold out
20
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.6%
+13.1%/yr · since Nov '24
Their reported book
+21.6%
held from quarter-end
S&P 500
+26.6%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Beacon Capital Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.0 points over this window.

Growth of $10,000 cloning Beacon Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
61%
Top 20 holdings
79%

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

Direct sector allocation

16% mapped to company sectors

ETF / fund or unclassified
84%
Information Technology
8%
Consumer Discretionary
3%
Financials
2%
Health Care
1%
Industrials
1%
Energy
0%
Materials
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, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY77 / 80$594.9B
ENVESTNET ASSET MANAGEMENT INC77 / 80$134.2B
COMMONWEALTH EQUITY SERVICES, LLC77 / 80$22.6B
OSAIC HOLDINGS, INC.77 / 80$21.6B
CWM, LLC77 / 80$13.4B
AE Wealth Management LLC77 / 80$7.0B
Farther Finance Advisors, LLC77 / 80$3.5B
ROYAL BANK OF CANADA76 / 80$160.4B

Ranked by how many of Beacon Capital Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

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

175 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$105.1M140.8K
15.4%
−16%
Reduced · −26K sh
2Invesco QQQ TR
UNIT SER 1
$58.8M79.8K
8.6%
−19%
Reduced · −19K sh
3Vanguard Index FDS
TOTAL STK MKT
$47.5M128.3K
7.0%
−15%
Reduced · −23K sh
4Vanguard World FD
MEGA GRWTH IND
$46.7M530.8K
6.8%
+292%
Added · +395K sh
5Pimco ETF TR
ULTR SH GO AC FD
$42.5M421.2K
6.2%
−13%
Reduced · −65K sh
6SPDR Series Trust
ST STR P500ETF
$34.7M394.4K
5.1%
28×
Added · +380K sh
7Vanguard Index FDS
GROWTH ETF
$28.5M331.2K
4.2%
+376%
Added · +262K sh
8Ishares TR
S&P 500 GRWT ETF
$18.7M136.1K
2.7%
+231%
Added · +95K sh
9BlackRock ETF Trust
ISHA IN CTRY ETF
$17.7M483.9K
2.6%
+429%
Added · +392K sh
10BlackRock ETF Trust
ISHARES US EQUIT
$17.2M252.4K
2.5%
+439%
Added · +206K sh
11Vanguard World FD
INF TECH ETF
$16.3M136.7K
2.4%
+547%
Added · +116K sh
12Apple Inc
COM
$15.9M55.1K
2.3%
−1.3%
Reduced · −722 sh
13State STR SPDR Dow Jones Ind
UT SER 1
$15.7M30.1K
2.3%
−14%
Reduced · −5K sh
14Nvidia Corporation
COM
$15.4M76.9K
2.3%
−1.3%
Reduced · −1K sh
15Vanguard Admiral FDS Inc
500 VAL IDX FD
$14.4M65.6K
2.1%
−7.7%
Reduced · −6K sh
16Ishares TR
S&P 500 VAL ETF
$12.3M54.2K
1.8%
+269%
Added · +40K sh
17Amazon Com Inc
COM
$8.0M33.7K
1.2%
−1.8%
Reduced · −625 sh
18Vanguard Index FDS
LARGE CAP ETF
$8.0M23.3K
1.2%
−6.3%
Reduced · −2K sh
19BlackRock ETF Trust
ISHA I IN TE ETF
$7.2M137.5K
1.1%
+310%
Added · +104K sh
20Ishares TR
MSCI USA MMENTM
$5.8M16.9K
0.9%
+167%
Added · +11K sh
21Global X FDS
DEFENSE TECH ETF
$5.2M86.3K
0.8%
+566%
Added · +73K sh
22Ishares TR
CORE UNIVRSL USD
$4.7M102.0K
0.7%
New
New position
23BlackRock ETF Trust
ISHA LA CORE ETF
$4.7M92.8K
0.7%
+458%
Added · +76K sh
24Ishares Inc
CORE MSCI EMKT
$4.7M56.2K
0.7%
+177%
Added · +36K sh
25Ishares TR
CORE S&P500 ETF
$4.5M5.9K
0.7%
+41%
Added · +2K sh
26Vanguard Index FDS
S&P 500 ETF SHS
$4.4M6.5K
0.7%
−8.1%
Reduced · −567 sh
27BlackRock ETF Trust
ISHA US THEM ETF
$4.3M98.8K
0.6%
+222%
Added · +68K sh
28Regions Financial Corp New
COM
$4.1M136.2K
0.6%
−0.1%
Reduced · −103 sh
29Alphabet Inc
CAP STK CL A
$3.9M11.1K
0.6%
−6.4%
Reduced · −755 sh
30Tesla Inc
COM
$3.8M9.1K
0.6%
−5.3%
Reduced · −510 sh
31Microsoft Corp
COM
$3.7M9.8K
0.5%
−6.2%
Reduced · −653 sh
32Ishares TR
EAFE GRWTH ETF
$2.7M21.3K
0.4%
New
New position
33Alphabet Inc
CAP STK CL C
$2.3M6.5K
0.3%
−11%
Reduced · −788 sh
34Pinnacle Finl Partners Inc
COM
$2.3M22.4K
0.3%
Held
35Schwab Strategic TR
INTL EQTY ETF
$2.2M80.9K
0.3%
−1.6%
Reduced · −1K sh
36Walmart Inc
COM
$2.2M19.4K
0.3%
+16%
Added · +3K sh
37Eli Lilly & Co
COM
$2.2M1.8K
0.3%
−3.3%
Reduced · −61 sh
38Advanced Micro Devices Inc
COM
$2.1M3.7K
0.3%
−0.6%
Reduced · −21 sh
39Ishares TR
0-3 MTH TREASURY
$2.1M21.0K
0.3%
−12%
Reduced · −3K sh
40SPDR Series Trust
ST STR P500GRW
$2.0M16.7K
0.3%
+13%
Added · +2K sh
41Procter & Gamble Co
COM
$1.9M12.8K
0.3%
−41%
Reduced · −9K sh
42Simplify Exchange Traded Fun
TREASURY OPT INC
$1.7M73.7K
0.3%
−27%
Reduced · −27K sh
43C H Robinson Worldwide In
COM NEW
$1.7M9.2K
0.3%
Held
44Broadcom Inc
COM
$1.7M4.5K
0.2%
+2.1%
Added · +94 sh
45Costco Wholesale Corporation
COM
$1.7M1.8K
0.2%
−2.9%
Reduced · −52 sh
46Micron Technology Inc
COM
$1.6M1.4K
0.2%
Held
47Ishares TR
CORE MSCI EAFE
$1.5M16.0K
0.2%
+35%
Added · +4K sh
48Simplify Exchange Traded Fun
MANAGED FUTURES
$1.5M57.7K
0.2%
−27%
Reduced · −22K sh
49Johnson & Johnson
COM
$1.5M5.8K
0.2%
−0.1%
Reduced · −5 sh
50Meta Platforms Inc
CL A
$1.4M2.5K
0.2%
−2.0%
Reduced · −53 sh
Showing 50 of 175 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 2026175$682.5M13F-HR
Q1 2026Mar 31, 2026May 11, 2026166$566.7M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026158$645.1M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025140$703.5M13F-HR
Q2 2025Jun 30, 2025Jul 17, 20251,073$740.8M13F-HR
Q1 2025Mar 31, 2025Apr 21, 20251,134$740.5M13F-HR
Q4 2024Dec 31, 2024Jan 30, 20251,072$768.5M13F-HR
Q3 2024Sep 30, 2024Nov 7, 20241,194$704.3M13F-HR

Data source

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. The performance line is a simulation of the disclosed long book, not an audited return.