Daniel Snyder
Beacon Capital Management, Inc.
Assets Managed
$1.778B
Holdings
141
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
-4.87%(2Q avg: -7.81%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Beacon Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 141 positions.
Assets under management
The assets under management (AUM) of Beacon Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.778B in assets, with a quarterly growth rate of -4.87% and a 2-quarter average growth rate of -7.81%. The portfolio is managed by Daniel Snyder, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VDE Vanguard Energy Etf
| 7.02% | $124.68M 720,530 shares@ $173.04 avg price | Decreased -9.67% |
VPU Vanguard Utilities Etf
| 5.83% | $103.621M 522,967 shares@ $198.14 avg price | Decreased -7.26% |
VAW Vanguard Materials Etf
| 5.76% | $102.345M 454,180 shares@ $225.35 avg price | Decreased -7.97% |
VIS Vanguard Industrials Etf
| 5.72% | $101.527M 325,178 shares@ $312.22 avg price | Decreased -8.19% |
VHT Vanguard Health Care Etf
| 5.4% | $95.97M 352,404 shares@ $272.33 avg price | Decreased -7.11% |
VDC Vanguard Consumer Staple Etf
| 5.32% | $94.495M 420,746 shares@ $224.59 avg price | Decreased -6.85% |
VNQ Vanguard Real Estate Etf
| 5.11% | $90.693M 1.022M shares@ $88.71 avg price | Increased 31.13% |
SPY Spdr S&p 500 Etf Trust
| 5% | $88.825M 136,583 shares@ $650.35 avg price | Increased 6.49% |
VOX Vanguard Communication Servi
| 4.13% | $73.389M 408,080 shares@ $179.84 avg price | Decreased -31.92% |
VGT Vanguard Info Tech Etf
| 3.96% | $70.35M 100,828 shares@ $697.72 avg price | Decreased -30.81% |
1-10 of 141