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 89.18% of Beacon Wealthcare's stock portfolio.
- Added to shares of these 6 stocks: SCHR, IEF, SHY, BIL, VTEB, VEU.
- Reduced shares in these 10 stocks: VTI, VUG, SCHB, IVV, AAPL, MSFT, SCHF, VGT, SPY, VB.
- Beacon Wealthcare was a net buyer of stock by $2.3M.
- Beacon Wealthcare has $291M in assets under management (AUM), dropping by 2.30%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 53.6 | $156M | 465k | 335.27 |
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| iShs 7-10 ys Tsy Etf (IEF) | 13.4 | $39M | +3% | 406k | 96.16 |
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| Schwab Inter Tsy Etf (SCHR) | 11.6 | $34M | +5% | 1.3M | 25.08 |
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| Vanguard FTSE All Etf (VEU) | 6.6 | $19M | 261k | 73.56 |
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| Schwb US Broad Etf (SCHB) | 4.0 | $12M | 448k | 26.23 |
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| iShs Lehman 1-3Tsy Etf (SHY) | 2.9 | $8.4M | +5% | 101k | 82.82 |
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| Vanguard Tx Ex Bd Etf (VTEB) | 2.7 | $7.8M | +3% | 155k | 50.29 |
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| Schwab Intl Equity Etf (SCHF) | 1.6 | $4.7M | 196k | 24.04 |
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| SPDR Brcy1-3 Ser Etf (BIL) | 0.8 | $2.4M | +12% | 27k | 91.38 |
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| Apple (AAPL) | 0.5 | $1.6M | -3% | 5.8k | 271.86 |
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| Vanguard Indx Etf (VOO) | 0.4 | $1.1M | 1.8k | 627.13 |
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| Spde S&p 500 Etf (SPY) | 0.3 | $932k | 1.4k | 681.92 |
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| Vanguard Bd Inx Etf (BND) | 0.2 | $655k | 8.8k | 74.07 |
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| Microsoft Corporation (MSFT) | 0.2 | $643k | -7% | 1.3k | 483.62 |
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| Vanguard Indx Grw Etf (VUG) | 0.2 | $561k | -26% | 1.2k | 487.86 |
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| Vanguard Inx Lrg Etf (VV) | 0.2 | $455k | 1.4k | 314.80 |
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| iShs Core S&P Etf (IVV) | 0.2 | $453k | -13% | 662.00 | 684.94 |
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| iShs MSCI USA Etf (QUAL) | 0.1 | $314k | 1.6k | 198.62 |
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| Vanguard Info Tech Etf (VGT) | 0.1 | $281k | 373.00 | 753.78 |
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| Invesco QQQ Tr Etf (QQQ) | 0.1 | $261k | 425.00 | 614.31 |
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| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $257k | 4.2k | 61.13 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $243k | 2.0k | 120.34 |
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| Vanguard Indx Etf (VB) | 0.1 | $229k | 887.00 | 257.95 |
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| Schwab Stratgc Tr Etf (SCHX) | 0.1 | $212k | 7.9k | 26.91 |
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Past Filings by Beacon Wealthcare
SEC 13F filings are viewable for Beacon Wealthcare going back to 2021
- Beacon Wealthcare 2025 Q4 filed Jan. 6, 2026
- 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