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 87.06% of Beacon Wealthcare's stock portfolio.
  • Added to shares of these 10 stocks: VEU, SHY, IEF, BIL, VIG, VOO, VTEB, CAT, SCHR, QTUM.
  • Started 6 new stock positions in GLD, CAT, VIG, QTUM, NVDA, AEON.
  • Reduced shares in these 5 stocks: VTI, BND, SCHB, QQQ, AAPL.
  • Beacon Wealthcare was a net buyer of stock by $5.2M.
  • Beacon Wealthcare has $315M in assets under management (AUM), dropping by 1.06%.
  • Central Index Key (CIK): 0001849336

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Portfolio Holdings for Beacon Wealthcare

Beacon Wealthcare holds 32 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 52.6 $166M 443k 374.24
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 12.2 $38M +2% 431k 89.31
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 10.9 $34M 1.4M 23.70
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 7.5 $24M +9% 286k 82.97
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 3.9 $12M 416k 29.31
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Ishares Tr 1 3 Yr Treas Bd (SHY) 3.2 $9.9M +15% 122k 81.20
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $8.8M +3% 187k 47.36
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Spdr Series Trust St Str Blo 1 Etf (BIL) 1.5 $4.9M +19% 53k 91.64
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.5 $4.8M +2% 175k 27.47
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Apple (AAPL) 0.6 $1.9M 5.7k 333.02
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $1.7M 2.2k 762.64
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.6M +27% 2.3k 700.87
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Microsoft Corporation (MSFT) 0.3 $813k +18% 1.6k 513.02
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Vanguard Index Fds Growth Etf (VUG) 0.2 $622k 6.9k 90.11
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $508k 1.4k 351.85
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $507k 662.00 765.85
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Duke Energy Corp Com New (DUK) 0.1 $449k +124% 3.9k 114.02
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $448k -27% 6.4k 70.15
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Exxon Mobil Corporation 0.1 $388k +14% 2.4k 162.75
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Vanguard World Inf Tech Etf (VGT) 0.1 $375k 3.0k 125.67
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $351k 1.6k 222.24
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $348k NEW 1.5k 233.31
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Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $294k 4.2k 69.71
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Caterpillar (CAT) 0.1 $293k NEW 362.00 809.89
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Etf Ser Solutions Defia Quant Etf (QTUM) 0.1 $279k NEW 1.8k 151.62
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $276k -12% 373.00 739.77
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $266k 2.6k 103.89
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $252k 887.00 284.49
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NVIDIA Corporation (NVDA) 0.1 $240k NEW 1.1k 228.41
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $236k 7.9k 30.00
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Spdr Gold Tr Gold Shs (GLD) 0.1 $204k NEW 536.00 380.84
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Aeon Biopharma Cl A New (AEON) 0.0 $3.9k NEW 13k 0.30
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Past Filings by Beacon Wealthcare

SEC 13F filings are viewable for Beacon Wealthcare going back to 2021

View all past filings