Beacon Capital Management, LLC
All 13F Filings
- Location
- Franklin, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 566,708
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 99.35 K | 17.5% | 0 | 452.9 K | -452.9 K |
| ETFs | 465.6 K | 82.2% | 375.3 K | 0 | 375.3 K |
| Debt | 1.523 K | 0.3% | 0 | 763 | -763 |
| Other | 206 | 0.0% | 0 | 29 | -29 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
566,708
Holdings
166
QoQ value change ($000)
-78,408
(-12.2%)
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.