Beacon Wealthcare LLC
13F Reported Value
ⓘ$312.1M
Holdings
26
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Beacon Wealthcare LLC disclosed 26 positions worth $312.1M in its Form 13F-HR for Q2 2026. The portfolio is most concentrated in Other (99.0% of disclosed assets). All figures are sourced directly from Beacon Wealthcare LLC’s Form 13F-HR filing with the SEC under CIK 1849336.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
Vanguard Ttl Stk - ETF
—Quality
$166.4M449,575 shiShs 7-10 ys Tsy - ETF
—Quality
$39.7M419,938 shSchwab Inter Tsy - ETF
—Quality
$35.5M1,437,622 shVanguard FTSE All - ETF
—Quality
$21.9M261,507 shSchwb US Broad - ETF
—Quality
$12.2M419,941 shVanguard Tx Ex Bd - ETF
—Quality
$9.1M180,362 shiShs Lehman 1-3Tsy - ETF
—Quality
$8.7M105,748 shSchwab Intl Equity - ETF
—Quality
$4.7M171,168 shSPDR Brcy1-3 Ser - ETF
—Quality
$4.1M44,472 sh- 76.1
Quality
$1.7M5,780 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Vanguard Ttl Stk - ETF | — | $166.4M | 449,575 |
| iShs 7-10 ys Tsy - ETF | — | $39.7M | 419,938 |
| Schwab Inter Tsy - ETF | — | $35.5M | 1,437,622 |
| Vanguard FTSE All - ETF | — | $21.9M | 261,507 |
| Schwb US Broad - ETF | — | $12.2M | 419,941 |
| Vanguard Tx Ex Bd - ETF | — | $9.1M | 180,362 |
| iShs Lehman 1-3Tsy - ETF | — | $8.7M | 105,748 |
| Schwab Intl Equity - ETF | — | $4.7M | 171,168 |
| SPDR Brcy1-3 Ser - ETF | — | $4.1M | 44,472 |
 Apple Inc.$AAPL | 76.1 | $1.7M | 5,780 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Beacon Wealthcare LLC's 26 positions.
Showing top 10 of 26 holdings.
Sector Allocation
Other
$309.1M
Technology
$2.2M
Financials
$288,553
Energy
$284,241
Utilities
$222,464
Full Holdings — Beacon Wealthcare LLC (Q2 2026)
All 26 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | Vanguard Ttl Stk - ETF | $166.4M | 53.3% | -0% | — |
| 2 | — | iShs 7-10 ys Tsy - ETF | $39.7M | 12.7% | +2% | — |
| 3 | — | Schwab Inter Tsy - ETF | $35.5M | 11.4% | +2% | — |
| 4 | — | Vanguard FTSE All - ETF | $21.9M | 7.0% | -0% | — |
| 5 | — | Schwb US Broad - ETF | $12.2M | 3.9% | -3% | — |
| 6 | — | Vanguard Tx Ex Bd - ETF | $9.1M | 2.9% | +11% | — |
| 7 | — | iShs Lehman 1-3Tsy - ETF | $8.7M | 2.8% | +2% | — |
| 8 | — | Schwab Intl Equity - ETF | $4.7M | 1.5% | -1% | — |
| 9 | — | SPDR Brcy1-3 Ser - ETF | $4.1M | 1.3% | +8% | — |
| 10 | $AAPL | Apple Inc. | $1.7M | 0.5% | +0% | 76.1 |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $1.7M | 0.5% | +0% | — |
| 12 | — | Vanguard Indx - ETF | $1.2M | 0.4% | +0% | — |
| 13 | — | Vanguard Bd Inx - ETF | $647,036 | 0.2% | -0% | — |
| 14 | — | Vanguard Indx Fd - ETF | $594,366 | 0.2% | +500% | — |
| 15 |  $MSFT | MICROSOFT CORP | $499,474 | 0.2% | +1% | 83.7 |
| 16 | — | Vanguard Inx Lrg - ETF | $496,950 | 0.2% | +0% | — |
| 17 | — | iShs Core S&P - ETF | $495,765 | 0.2% | +0% | — |
| 18 | — | Vanguard Info Tech - ETF | $356,648 | 0.1% | +700% | — |
| 19 | — | iShs MSCI USA - ETF | $346,919 | 0.1% | +0% | — |
| 20 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $312,970 | 0.1% | +0% | — |
| 21 |  $IVZ | Invesco Ltd. | $288,553 | 0.1% | +0% | — |
| 22 |  $XOM | EXXON MOBIL CORP | $284,241 | 0.1% | +3% | 61.8 |
| 23 | — | Vanguard Indx Fd - ETF | $268,867 | 0.1% | +0% | — |
| 24 | — | iShs MSCI EAFE - ETF | $265,725 | 0.1% | +0% | — |
| 25 | — | Schwab Stratgc Tr - ETF | $231,503 | 0.1% | +0% | — |
| 26 |  $DUK | Duke Energy CORP | $222,464 | 0.1% | +0% | 64 |
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