Fund Holdings — Beacon Capital Management, LLC

Total Portfolio Value
$703.53M
Total Bought
$27.93M
Total Sold
$90.26M
Net Transaction
-$62.33M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SIMPLIFY EXCHANGE TRADED FUN
BARRIER INCOME
0251,652+251,65206,6080.94%+6,608
SIMPLIFY EXCHANGE TRADED FUN
AGGREGATE BD ETF
0314,179+314,17906,5070.92%+6,507
INVESCO QQQ TR128,045124,382-3,66370,63574,67510.61%+4,040
APPLE INC(AAPL)49,11853,133+4,01510,07813,5291.92%+3,452
SIMPLIFY EXCHANGE TRADED FUN
GAMMA EMERGING
0125,671+125,67103,3130.47%+3,313
VANGUARD WORLD FD174,834165,376-9,45864,01966,5519.46%+2,532
NVIDIA CORPORATION(NVDA)76,93575,410-1,52512,15514,0702.00%+1,915
TESLA INC(TSLA)10,84010,653-1873,4444,7380.67%+1,294
VANGUARD WORLD FD
INF TECH ETF
27,47325,878-1,59518,22219,3212.75%+1,099
ALPHABET INC(GOOG)11,71211,679-332,0642,8390.40%+775
SCHWAB STRATEGIC TR1,22328,943+27,720297440.11%+715
ORACLE CORP(ORCL)2,9414,579+1,6386431,2880.18%+645
ALPHABET INC(GOOG)7,8418,344+5031,3912,0320.29%+641
SCHWAB STRATEGIC TR1,83416,717+14,883464660.07%+420
REGIONS FINANCIAL CORP NEW(RF)138,289138,347+583,2533,6480.52%+396
C H ROBINSON WORLDWIDE INC(CHRW)9,1589,15808791,2130.17%+334
MICROSOFT CORP(MSFT)9,99110,165+1744,9705,2650.75%+295
VANGUARD INDEX FDS92,15384,842-7,31140,40040,6915.78%+291
SCHWAB STRATEGIC TR18,94130,139+11,1984197020.10%+283
VANGUARD INDEX FDS7831,696+9132194980.07%+279
HCA HEALTHCARE INC(HCA)3,7233,919+1961,4261,6700.24%+244
BERKSHIRE HATHAWAY INC DEL2,4002,802+4021,1661,4090.20%+243
AMGEN INC(AMGN)3991,204+8051113400.05%+229
VANGUARD STAR FDS1,3004,333+3,033903180.05%+229
NATIONAL HEALTH INVS INC(NHI)02,800+2,80002230.03%+223
AMAZON COM INC(AMZN)38,30239,278+9768,4038,6241.23%+221
BROADCOM INC(AVGO)4,3444,263-811,1971,4070.20%+209
PALANTIR TECHNOLOGIES INC(PLTR)2,5463,015+4693475500.08%+203
LAM RESEARCH CORP(LRCX)9932,165+1,172972900.04%+193
PROCTER AND GAMBLE CO(PG)11,65213,241+1,5891,8562,0350.29%+178
CUMMINS INC(CMI)1,1971,343+1463925670.08%+175
VANGUARD SPECIALIZED FUNDS5,8226,255+4331,1921,3500.19%+158
SPDR SERIES TRUST
ST STR P500GRW
4,1695,255+1,0863975490.08%+152
CISCO SYS INC(CSCO)2,9145,073+2,1592023470.05%+145
JOHNSON & JOHNSON(JNJ)6,0325,739-2939211,0640.15%+143
SPDR GOLD TR(GLD)2,0912,148+576377640.11%+126
SPDR SERIES TRUST
ST STR P500ETF
1,5903,057+1,4671162390.03%+124
ISHARES TR
CORE MSCI EAFE
5,6506,780+1,1304725920.08%+120
JPMORGAN CHASE & CO(JPM)2,9803,098+1188649770.14%+113
ABBVIE INC(ABBV)2,1892,203+144065100.07%+104
VERIZON COMMUNICATIONS INC(VZ)3,0085,316+2,3081302340.03%+103
ISHARES TR2,3522,347-59981,0990.16%+101
MARATHON PETE CORP(MPC)3,5623,565+35926870.10%+95
FIDELITY WISE ORIGIN BITCOIN(FBTC)4,3154,882+5674064870.07%+82
CHEVRON CORP NEW(CVX)12,60212,116-4861,8041,8820.27%+77
VULCAN MATLS CO(VMC)1,6271,62704245010.07%+76
VANGUARD INDEX FDS1,0781,259+1812563200.05%+65
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,4662,443-236246890.10%+64
ADVANCED MICRO DEVICES INC(AMD)3,7043,607-975265840.08%+58
ALTRIA GROUP INC(MO)6,5886,655+673864400.06%+53
LOWES COS INC(LOW)1,9881,957-314414920.07%+51
GOLDMAN SACHS GROUP INC(GS)782753-295535990.09%+46
ISHARES TR1,8481,833-153994440.06%+45
WALMART INC(WMT)16,52416,112-4121,6161,6600.24%+45
SELECT SECTOR SPDR TR
ST STR FINL ETF
5,7806,405+6253033450.05%+42
AT&T INC(T)17,84919,707+1,8585175570.08%+40
AFLAC INC(AFL)4,7004,783+834965340.08%+39
SPDR SERIES TRUST
ST STR PR SP1500
5,0265,105+793764120.06%+35
FIDELITY MERRIMACK STR TR4,5495,154+6052082380.03%+30
ISHARES TR1,7931,865+722422720.04%+29
ISHARES TR2,2442,438+1942062350.03%+29
BANK AMERICA CORP7,1417,096-453383660.05%+28
CROWDSTRIKE HLDGS INC(CRWD)366436+701862140.03%+27
MICROBOT MED INC(MBOT)16,00022,000+6,00040670.01%+27
GENUINE PARTS CO(GPC)1,4431,454+111752010.03%+26
APPLIED INDL TECHNOLOGIES IN(AIT)905906+12102370.03%+26
GENELUX CORPORATION(GNLX)19,11619,116055800.01%+25
BLACK DIAMOND THERAPEUTICS I15,61515,615039590.01%+20
DUKE ENERGY CORP NEW(DUK)3,7263,699-274404580.07%+18
ISHARES TR1,9171,91703723900.06%+18
SCHWAB STRATEGIC TR8,0118,032+211962120.03%+16
ALLSTATE CORP(ALL)1,0751,080+52162320.03%+15
INTERNATIONAL BUSINESS MACHS(IBM)2,2482,402+1546636780.10%+15
HOME DEPOT INC(HD)1,6851,555-1306186300.09%+12
LINEAGE CELL THERAPEUTICS IN(LCTX)15,00015,000014250.00%+12
FIRST FINL BANCORP OH(FFBC)11,39411,39402762880.04%+11
MCDONALDS CORP(MCD)945942-32762860.04%+10
ISHARES TR
MSCI USA MIN ETF
2,6932,742+492532610.04%+8
MASTERCARD INCORPORATED(MA)452461+92542620.04%+8
PEPSICO INC(PEP)1,4941,460-341972050.03%+8
STERIS PLC(STE)924926+22222290.03%+7
RTX CORPORATION(RTX)2,2782,025-2533333390.05%+6
TRACTOR SUPPLY CO(TSCO)6,1845,848-3363263330.05%+6
BOEING CO(BA)2,1172,081-364444490.06%+6
CONOCOPHILLIPS(COP)3,4933,368-1253133190.05%+5
SILA REALTY TRUST INC16,94016,174-7664014060.06%+5
PGIM ETF TR
ULTR SHO MUN ETF
6,9917,053+623523560.05%+4
ISHARES TR2,2152,21502202220.03%+2
FORD MTR CO(F)13,27012,206-1,0641441460.02%+2
GRYPHON DIGITAL MNG INC10-100—-0
PETMED EXPRESS INC(PETS)30-300—-0
EASTMAN KODAK CO(KODK)20-200—-0
BIOHAVEN LTD(BHVN)10-100—-0
AMERICAN CENTY ETF TR00000—-0
CONDUENT INC(CNDT)120-1200—-0
SKYE BIOSCIENCE INC(SKYE)80-800—-0
ORGANIGRAM GLOBAL INC(OGI)250-2500—-0
EXELIXIS INC(EXEL)10-100—-0
EMBECTA CORP(EMBC)50-500—-0
SYLVAMO CORP(SLVM)10-100—-0
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