Beacon Capital Management, LLC

All 13F Filings

Location
Franklin, TN
Most recent 13F
Q2 2026
Holdings value ($000)
682,518
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/29/2026 175 682,518 13F-HR Beacon Capital Management, LLC
Q1 2026 5/11/2026 166 566,708 13F-HR Beacon Capital Management, LLC
Q4 2025 2/13/2026 158 645,116 13F-HR Beacon Capital Management, LLC
Q3 2025 11/7/2025 140 703,530 13F-HR Beacon Capital Management, LLC
Q2 2025 7/17/2025 1,073 740,822 13F-HR Beacon Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 105.8 K 15.5% 6.409 K 0 6.409 K
ETFs 576.8 K 84.5% 111.1 K 0 111.1 K
Debt 0 0.0% 0 1.523 K -1.523 K
Other 0 0.0% 0 206 -206
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Fund Snapshot

Q2 2026
Latest filed
7/29/2026
Total value ($000)
682,518
Holdings
175
QoQ value change ($000)
115,810 (20.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.