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Beacon Capital Management, Inc.
Beacon Capital Management, Inc. is a registered investment advisory firm providing financial planning and portfolio management services primarily to individuals, high net worth individuals, pension and profit sharing plans, and other businesses. The firm manages both discretionary and non-discretionary accounts, with a focus on U.S. clients.
Investment Strategy
Portfolio management for individuals, small businesses, and institutional clients; offers financial planning services. Discretionary and non-discretionary management available.
Latest 13F Filing Activity
Beacon Capital Management, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 134 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard BD Index FDS, SPDR Portfolio S&P 500 Etf, SPDR Portfolio S&P 1500 Compos among other positions. Beacon Capital Management, Inc. reduced exposure to Vanguard BD Index FDS, Vanguard BD Index FDS, Vanguard Malvern FDS among others.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOX | VANGUARD COMMUNICATION SERVICE | 6.11% | $128.0M | 682,015 | $154.24 | $187.73 | -$1.9M |
V VGT | VANGUARD WORLD FD | 5.97% | $124.9M | 167,340 | $601.89 | $746.63 | -$3.6M |
V VPU | VANGUARD WORLD FD | 5.78% | $121.1M | 639,099 | $163.85 | $189.41 | -$9.0M |
Q QQQ | INVESCO QQQ TR | 5.65% | $118.4M | 197,182 | $446.75 | $600.37 | +$17.8M |
V VIS | VANGUARD WORLD FD | 5.63% | $117.9M | 397,863 | $261.63 | $296.29 | -$10.1M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Vice President Portfolio Strategy | West Des Moines, IA , United States |
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