Fund HoldingsBeacon Capital Management, Inc.

Total Portfolio Value
$1.65B
Total Bought
$290.69M
Total Sold
$436.56M
Net Transaction
-$145.87M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
INVESCO QQQ TR0149,296+149,2960109,9426.65%+109,942
VANGUARD WORLD FD
INF TECH ETF
0849,662+849,6620101,5526.14%+101,552
NORTHERN LTS FD TR II
BEACON UNIFIED C
0975,994+975,994029,6481.79%+29,648
SPDR SERIES TRUST
ST STR PR SP1500
0263,803+263,803023,9511.45%+23,951
SPDR SERIES TRUST
ST STR P500ETF
0271,334+271,334023,8451.44%+23,845
SPDR SERIES TRUST
ST STR RATE ETF
0736,373+736,373022,7171.37%+22,717
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
0468,265+468,265021,4231.30%+21,423
SPDR SERIES TRUST
ST STR BLO 1 ETF
0179,561+179,561016,4551.00%+16,455
EA SERIES TRUST
AST EQU KIN ETF
0308,323+308,323013,1440.80%+13,144
VANGUARD WORLD FD
COMM SRVC ETF
0464,202+464,202085,3905.17%+85,390
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
040,659+40,65908,6510.52%+8,651
WISDOMTREE TR(WT)0302,785+302,78508,0990.49%+8,099
STATE STR SPDR S&P 500 ETF T(SPY)136,583127,439-9,14488,82595,1685.76%+6,342
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
0166,801+166,80105,1060.31%+5,106
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
0120,000+120,00003,2960.20%+3,296
SELECT SECTOR SPDR TR
ST STR TECHN ETF
016,651+16,65103,1720.19%+3,172
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
349,018528,537+179,51910,54713,7100.83%+3,163
SPDR SERIES TRUST
ST STR BL 12 ETF
027,231+27,23102,7060.16%+2,706
T ROWE PRICE EXCHANGE-TRADED
SMALL MID CAP
433,931415,489-18,44215,91218,2191.10%+2,307
SELECT SECTOR SPDR TR
ST STR FINL ETF
041,804+41,80402,2410.14%+2,241
SELECT SECTOR SPDR TR
ST STR DISCR ETF
015,982+15,98201,8740.11%+1,874
NORTHERN LTS FD TR II
BEACON TACTICAL
1,003,2371,003,237025,92927,7411.68%+1,812
KRANESHARES TRUST055,464+55,46401,5260.09%+1,526
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
030,031+30,03101,5050.09%+1,505
SELECT SECTOR SPDR TR
ST STR ENERG ETF
015,635+15,63508300.05%+830
ISHARES U S ETF TR
SHOR DURA BD ETF
013,098+13,09806640.04%+664
INVESCO EXCH TRADED FD TR II024,030+24,03003,8820.23%+3,882
SELECT SECTOR SPDR TR
ST STR MATER ETF
012,430+12,43006320.04%+632
PROSHARES TR
ULTR SHO S&P 500
011,250+11,25004170.03%+417
PIMCO ETF TR
MULTISECTOR BD
613,962619,725+5,76316,08616,4350.99%+349
BONDBLOXX ETF TRUST
BLOOMBERG SEVEN
02,840+2,84001340.01%+134
DOUBLELINE ETF TRUST
ASSE BA SECS ETF
02,614+2,61401320.01%+132
PIMCO ETF TR
ENHNCD LW DUR AC
193,122194,710+1,58818,50518,6161.13%+111
BONDBLOXX ETF TRUST
BLOOMBERG TEN YR
2,7074,984+2,2771242270.01%+103
COHEN & STEERS REAL ESTATE O083,500+83,50001,3140.08%+1,314
ANGEL OAK FUNDS TRUST
INCOME ETF
0367,245+367,24507,6310.46%+7,631
COHEN & STEERS INFRASTRUCTUR(UTF)45,00045,00001,1651,2420.08%+77
SPDR SERIES TRUST
ST STR AGGRE ETF
02,135+2,1350540.00%+54
REAVES UTIL INCOME FD(UTG)34,50034,50001,3551,4050.08%+50
ABBVIE INC(ABBV)0131+1310330.00%+33
SPDR SERIES TRUST
ST BLOO HIGH ETF
0336+3360320.00%+32
ISHARES TR4,3524,963+6112322640.02%+32
APPLE INC(AAPL)01,455+1,45504210.03%+421
SPDR SERIES TRUST
ST INTL BBG ETF
01,258+1,2580270.00%+27
JANUS DETROIT STR TR
HENDRSON AAA CL
067,202+67,20203,3930.21%+3,393
SPDR SERIES TRUST
ST STR TIPS ETF
0958+9580250.00%+25
PIMCO ETF TR
INTER MUN BD ACT
060,000+60,00003,1560.19%+3,156
COHEN & STEERS QUALITY INCOM(RQI)93,00093,00001,1211,1450.07%+24
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
0137+1370230.00%+23
SPDR SERIES TRUST
ST STR DOW REIT
0193+1930220.00%+22
BOEING CO(BA)01,000+1,00002160.01%+216
SPDR INDEX SHS FDS
ST DOW INTL ETF
0634+6340170.00%+17
BNY MELLON ETF TRUST
HIGH YIELD ETF
1,6091,860+25176890.01%+12
SPACE EXPLORATION TECHN CORP072+720120.00%+12
BONDBLOXX ETF TRUST
BLOOMBERG ONE YR
1,9082,127+219941050.01%+11
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
1,5601,768+20878890.01%+10
PIMCO ETF TR
SR LN ACTIVE ETF
1,5691,783+21477880.01%+10
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
546543-333380.00%+5
PROSHARES TR
PSHS ULTRA TECH
029+29050.00%+5
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
178178026300.00%+4
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
238238018220.00%+4
PHILLIPS EDISON & CO INC(PECO)933933035390.00%+4
INVESCO EXCHANGE TRADED FD T
LARGE CAP VALUE
577574-340430.00%+3
INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
382382025270.00%+2
PROSHARES TR
PSHS ULTRA INDL
1011010560.00%+1
COHEN & STEERS QUALITY INCOM093,000+93,000010.00%+1
AFLAC INC(AFL)150150016180.00%+1
COUSINS PPTYS INC(CUZ)0150+150040.00%+4
PROSHARES TR
PSHS ULT HLTHCRE
096+96050.00%+5
BROADCOM INC(AVGO)010+10040.00%+4
INVENTRUST PPTYS CORP(IVT)1001000340.00%0
NEBIUS GROUP N.V.(NBIS)220010.00%0
NOVO-NORDISK A S(NVO)10100000.00%0
PROSHARES TR
ULTRA MATERIALS
1481480440.00%0
INTEL CORP(INTC)110000.00%0
PROSHARES TR
ULTRA CONSU STAP
2392390440.00%0
MCCORMICK & CO INC(MKC)0318+3180160.00%+16
ALPHABET INC(GOOG)000000.00%0
EXCHANGE TRADED CONCEPTS TRU01+1000.00%0
AGILENT TECHNOLOGIES INC(A)110000.00%0
EXCHANGE TRADED CONCEPTS TRU000000.00%0
FIRST TR EXCHANGE-TRADED FD
UT COM SHS ETF
110000.00%0
GLOBAL X FDS
US INFR DEV ETF
110000.00%0
PUTNAM ETF TRUST110000.00%0
EXCHANGE TRADED CONCEPTS TRU000000.00%0
EXCHANGE LISTED FDS TR110000.00%0
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
000000.00%0
WESTERN ALLIANCE BANCORP(WAL)000000.00%0
FORD MTR CO(F)110000.00%0
EXCHANGE TRADED CONCEPTS TRU000000.00%0
EXCHANGE TRADED CONCEPTS TRU000000.00%0
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
110000.00%0
EXCHANGE TRADED CONCEPTS TRU000000
EXCHANGE TRADED CONCEPTS TRU000000.00%0
EXCHANGE TRADED CONCEPTS TRU110000.00%0
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
000000.00%0
GLOBAL X FDS
RBTCS ARTFL INTE
000000
TWO RDS SHARED TR
REGENTS PK HDGD
110000.00%0
SNAP INC(SNAP)330000.00%-0
MIMEDX GROUP INC00000-0
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