Beacon Wealthcare
Latest statistics and disclosures from Beacon Wealthcare's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEF, SCHR, VEU, SCHB, and represent 89.24% of Beacon Wealthcare's stock portfolio.
- Added to shares of these 9 stocks: SCHR, VTI, IEF, VEU, VTEB, SHY, AAPL, IVV, MSFT.
- Reduced shares in these 8 stocks: BIL, AGG, SCHF, VOO, SCHB, SCHX, VGT, BND.
- Sold out of its position in AGG.
- Beacon Wealthcare was a net buyer of stock by $4.8M.
- Beacon Wealthcare has $285M in assets under management (AUM), dropping by 7.34%.
- Central Index Key (CIK): 0001849336
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Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 54.2 | $154M | 470k | 328.17 |
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| iShs 7-10 ys Tsy Etf (IEF) | 13.2 | $38M | 391k | 96.46 |
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| Schwab Inter Tsy Etf (SCHR) | 11.2 | $32M | +8% | 1.3M | 25.13 |
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| Vanguard FTSE All Etf (VEU) | 6.5 | $19M | +2% | 259k | 71.37 |
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| Schwb US Broad Etf (SCHB) | 4.1 | $12M | 452k | 25.71 |
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| iShs Lehman 1-3Tsy Etf (SHY) | 2.8 | $8.0M | +3% | 96k | 82.96 |
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| Vanguard Tx Ex Bd Etf (VTEB) | 2.6 | $7.5M | +5% | 150k | 50.07 |
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| Schwab Intl Equity Etf (SCHF) | 1.6 | $4.6M | 197k | 23.28 |
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| SPDR Brcy1-3 Ser Etf (BIL) | 0.8 | $2.2M | -28% | 24k | 91.75 |
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| Apple (AAPL) | 0.5 | $1.5M | +17% | 6.0k | 254.63 |
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| Vanguard Indx Etf (VOO) | 0.4 | $1.1M | -4% | 1.8k | 612.38 |
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| Spde S&p 500 Etf (SPY) | 0.3 | $914k | 1.4k | 666.17 |
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| Vanguard Indx Grw Etf (VUG) | 0.3 | $751k | 1.6k | 479.61 |
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| Microsoft Corporation (MSFT) | 0.3 | $741k | +7% | 1.4k | 517.95 |
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| Vanguard Bd Inx Etf (BND) | 0.2 | $658k | 8.8k | 74.37 |
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| iShs Core S&P Etf (IVV) | 0.2 | $510k | +24% | 762.00 | 669.30 |
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| Vanguard Inx Lrg Etf (VV) | 0.2 | $445k | 1.4k | 307.86 |
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| iShs MSCI USA Etf (QUAL) | 0.1 | $308k | 1.6k | 194.50 |
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| Vanguard Info Tech Etf (VGT) | 0.1 | $284k | -4% | 380.00 | 746.63 |
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| Invesco QQQ Tr Etf (QQQ) | 0.1 | $255k | 425.00 | 600.37 |
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| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $254k | 4.2k | 60.26 |
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| Vanguard Indx Etf (VB) | 0.1 | $229k | 900.00 | 254.28 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $228k | 2.0k | 112.75 |
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| Schwab Stratgc Tr Etf (SCHX) | 0.1 | $207k | -11% | 7.9k | 26.34 |
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Past Filings by Beacon Wealthcare
SEC 13F filings are viewable for Beacon Wealthcare going back to 2021
- Beacon Wealthcare 2025 Q3 filed Oct. 1, 2025
- Beacon Wealthcare 2025 Q2 filed July 8, 2025
- Beacon Wealthcare 2025 Q1 filed April 2, 2025
- Beacon Wealthcare 2024 Q4 filed Jan. 3, 2025
- Beacon Wealthcare 2024 Q3 filed Oct. 8, 2024
- Beacon Wealthcare 2024 Q2 filed July 3, 2024
- Beacon Wealthcare 2024 Q1 filed April 12, 2024
- Beacon Wealthcare 2023 Q4 filed Jan. 5, 2024
- Beacon Wealthcare 2023 Q3 filed Oct. 10, 2023
- Beacon Wealthcare 2023 Q2 filed July 11, 2023
- Beacon Wealthcare 2023 Q1 filed April 6, 2023
- Beacon Wealthcare 2022 Q4 filed Feb. 10, 2023
- Beacon Wealthcare 2022 Q3 filed Oct. 4, 2022
- Beacon Wealthcare 2022 Q2 filed July 1, 2022
- Beacon Wealthcare 2022 Q1 filed April 5, 2022
- Beacon Wealthcare 2021 Q4 filed Jan. 7, 2022