Beacon Wealthcare LLC

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.

• Vanguard Ttl Stk - ETF

  —

  Quality

  $166.4M449,575 sh

• iShs 7-10 ys Tsy - ETF

  —

  Quality

  $39.7M419,938 sh

• Schwab Inter Tsy - ETF

  —

  Quality

  $35.5M1,437,622 sh

• Vanguard FTSE All - ETF

  —

  Quality

  $21.9M261,507 sh

• Schwb US Broad - ETF

  —

  Quality

  $12.2M419,941 sh

• Vanguard Tx Ex Bd - ETF

  —

  Quality

  $9.1M180,362 sh

• iShs Lehman 1-3Tsy - ETF

  —

  Quality

  $8.7M105,748 sh

• Schwab Intl Equity - ETF

  —

  Quality

  $4.7M171,168 sh

• SPDR Brcy1-3 Ser - ETF

  —

  Quality

  $4.1M44,472 sh
• 

  Apple Inc.

  $AAPL

  76.3

  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	76.3	$1.7M	5,780

Showing top 10 of 26 holdings.

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%	76.3
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%	79.7
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.R34088	EXXON MOBIL CORP	$284,241	0.1%	+3%	57.7
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%	56