Beacon Capital Management, LLC has filed its 13F form on May 16, 2024 for Q1 2024 where it was disclosed a total value porftolio of $486 Million distributed in 2609 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $140M, Vanguard Total Stock Market Et with a value of $60.6M, Spdr Dow Jones Industrial Average ETF Trust with a value of $33.2M, Invesco Qqq Trust, Series 1 with a value of $31.5M, and Vanguard Mega Cap Growth ETF with a value of $29.5M.

Examining the 13F form we can see an increase of $90.4M in the current position value, from $395M to 486M.

Below you can find more details about Beacon Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $486 Million
ETFs: $410 Million
Technology: $22 Million
Consumer Cyclical: $11.4 Million
Healthcare: $7.62 Million
Financial Services: $7 Million
Consumer Defensive: $6.84 Million
Industrials: $6.39 Million
Communication Services: $5.13 Million
Other: $9.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 2,609
  • Current Value $486 Million
  • Prior Value $395 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 16, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 182 stocks
  • Additional Purchases 312 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 166 stocks
Track This Portfolio

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Capital Management, LLC, based on Form 13F filings with the SEC.


Stay updated on Beacon Capital Management, LLC with notifications on news.