Long-term investor
Beacon Capital Management, LLC @beaconcapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001921487).
Record
- Tracked since 2025-06-30 (441 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +16.4% · all +16.4%
- Max drawdown n/a · win rate 1% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 15.4% · long · since 2025-06-30
- 46090E103 · 8.6% · long · since 2025-06-30
- VTI · 7.0% · long · since 2025-06-30
- MGK · 6.8% · long · since 2025-06-30
- BILZ · 6.2% · long · since 2025-06-30
- SPYM · 5.1% · long · since 2025-06-30
- VUG · 4.2% · long · since 2025-06-30
- IVW · 2.7% · long · since 2025-06-30
- CORO · 2.6% · long · since 2026-03-31
- DYNF · 2.5% · long · since 2025-06-30
- VGT · 2.4% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30