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CIK: 0001575301
Total reported value
$1.7B
$1.7B
139 檔
34.8%
As reported in its official Q4 2025 Form 13F filing, Beacon Capital Management, Inc.'s tracked investment portfolio stood at $1.7B with 139 total positions.
In Q4 2025, Beacon Capital Management, Inc. adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 21 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.17% | +3.34% | +10.69% | |
| 2 | VOX | Vanguard Communication Servi | ETF-Other | 6.21% | +1.04% | -12.11% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.88% | +2.18% | -12.91% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-Other | 5.84% | +0.21% | +20.67% | |
| 5 | VFH | Vanguard Financials ETF | ETF-Other | 5.66% | +0.04% | -10.40% | |
| 6 | VIS | Vanguard Industrials ETF | ETF-Other | 5.65% | +0.41% | -10.98% | |
| 7 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 5.60% | +0.09% | -10.69% | |
| 8 | VPU | Vanguard Utilities ETF | ETF-Other | 5.58% | -0.42% | -11.77% | |
| 9 | VAW | Vanguard Materials ETF | ETF-Other | 5.48% | -0.30% | -10.06% | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 5.37% | -1.43% | -10.08% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 5.11% | -0.27% | -9.54% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.68% | +0.76% | +14.12% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.69% | +0.13% | -10.75% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.38% | -0.28% | -20.02% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 3.33% | -0.25% | -19.98% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.86% | -1.58% | -18.34% | |
| 17 | EDV | Vanguard Extended Dur Treas | ETF-Other | 1.77% | -1.25% | +141708.38% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.64% | -0.18% | -62.52% | |
| 19 | BSR | Beacon Selective Risk ETF | ETF-Other | 1.53% | +0.17% | — | |
| 20 | BTR | Beacon Tactical Risk ETF | ETF-Other | 1.36% | +0.22% | — | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.14% | +0.02% | -0.40% | |
| 22 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.14% | +0.23% | -30.97% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.23% | -32.34% | |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.96% | +0.02% | -29.99% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.91% | +0.09% | -30.27% | |
| 26 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.91% | +0.12% | -33.97% | |
| 27 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.81% | +0.09% | -30.14% | |
| 28 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.68% | -0.55% | -19.18% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.65% | -1.92% | +141609.64% | |
| 30 | ROE | Ast US Eq Wgt Qlty Kings ETF | ETF-Other | 0.52% | +0.22% | -28.11% | |
| 31 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.05% | — | |
| 32 | CARY | Angel Oak Income ETF | ETF-Other | 0.41% | +0.04% | -31.84% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.37% | +0.03% | +16.29% | |
| 34 | CTA | Simplify Managed Futures St | ETF-Other | 0.27% | +0.24% | -54.96% | |
| 35 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-Other | 0.25% | +0.20% | -31.93% | |
| 36 | XLF | Ss Financial Select Sector | ETF-Other | 0.24% | +0.04% | -31.13% | |
| 37 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.24% | +0.03% | -32.40% | |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 0.22% | -0.03% | -7.29% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.22% | -0.06% | -38.35% | |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.19% | +0.05% | -4.79% | |
| 41 | CGMU | Cap Group Municipal Income | ETF-Other | 0.18% | +0.02% | — | |
| 42 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.17% | +0.01% | — | |
| 43 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.16% | — | -64.82% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.12% | — | -24.60% | |
| 45 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.11% | -0.06% | +474.97% | |
| 46 | QLD | Proshares Ultra Qqq | ETF-Other | 0.11% | -0.05% | +456.92% | |
| 47 | XLE | Ss Energy Select Sector | ETF-Other | 0.09% | +0.01% | +62.54% | |
| 48 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.07% | — | -37.05% | |
| 49 | UTG | Reaves Utility Income Fund | Stock-Other | 0.07% | — | — | |
| 50 | RLTY | Cohen & Steers Rl Est Opprt | Stock-Other | 0.07% | +0.01% | — |
According to official SEC Form 13F filings, Beacon Capital Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 139 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including QQQ, VOX, VGT) accounted for 34.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPXU
市值: $559.4K
Top Position Liquidated / Trimmed
CMDT
前期市值: $11.0M
During Q4 2025, Beacon Capital Management, Inc.'s top holdings by market value included QQQ (7.2%)、VOX (6.2%)、VGT (5.9%). The largest single position, QQQ, represented 7.2% of total portfolio value.
In Q4 2025, Beacon Capital Management, Inc. made 116 total portfolio adjustments, initiating 17 new buys, adding to 21 positions, trimming 57 holdings, and fully liquidating 21 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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