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 88.18% of Beacon Wealthcare's stock portfolio.
- Added to shares of these 10 stocks: SCHR, BIL, IEF, SPY, VTEB, EFA, DUK, SHY, VEU, BND.
- Started 2 new stock positions in DUK, EFA.
- Reduced shares in these 4 stocks: VTI, SCHF, SCHB, AAPL.
- Beacon Wealthcare was a net buyer of stock by $54k.
- Beacon Wealthcare has $284M in assets under management (AUM), dropping by -2.63%.
- Central Index Key (CIK): 0001849336
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Portfolio Holdings for Beacon Wealthcare
Beacon Wealthcare holds 26 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Ttl Stk Etf (VTI) | 51.1 | $145M | -2% | 452k | 320.81 |
|
| iShs 7-10 ys Tsy Etf (IEF) | 13.9 | $39M | 413k | 95.44 |
|
|
| Schwab Inter Tsy Etf (SCHR) | 12.4 | $35M | +4% | 1.4M | 24.91 |
|
| Vanguard FTSE All Etf (VEU) | 6.9 | $20M | 262k | 75.10 |
|
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| Schwb US Broad Etf (SCHB) | 3.8 | $11M | -2% | 435k | 25.10 |
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| iShs Lehman 1-3Tsy Etf (SHY) | 3.0 | $8.5M | +2% | 104k | 82.57 |
|
| Vanguard Tx Ex Bd Etf (VTEB) | 2.9 | $8.1M | +5% | 163k | 49.89 |
|
| Schwab Intl Equity Etf (SCHF) | 1.5 | $4.3M | -12% | 172k | 24.75 |
|
| SPDR Brcy1-3 Ser Etf (BIL) | 1.3 | $3.8M | +54% | 41k | 91.64 |
|
| Apple (AAPL) | 0.5 | $1.5M | 5.8k | 253.79 |
|
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| SPDR S&P 500 Etf (SPY) | 0.5 | $1.4M | +62% | 2.2k | 650.34 |
|
| Vanguard Indx Etf (VOO) | 0.4 | $1.1M | 1.8k | 597.55 |
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| Vanguard Bd Inx Etf (BND) | 0.2 | $651k | 8.8k | 73.64 |
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| Vanguard Indx Etf (VUG) | 0.2 | $502k | 1.2k | 436.79 |
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| Microsoft Corporation (MSFT) | 0.2 | $492k | 1.3k | 370.17 |
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| iShs Core S&P Etf (IVV) | 0.2 | $432k | 662.00 | 653.21 |
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| Vanguard Inx Lrg Etf (VV) | 0.2 | $432k | 1.4k | 298.85 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $343k | 2.0k | 169.66 |
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| iShs MSCI USA Etf (QUAL) | 0.1 | $303k | 1.6k | 191.81 |
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| Vanguard Info Tech Etf (VGT) | 0.1 | $260k | 373.00 | 697.72 |
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| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $253k | 4.2k | 60.12 |
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| iShs MSCI EAFE Etf (EFA) | 0.1 | $249k | NEW | 2.6k | 97.13 |
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| Invesco QQQ Tr Etf (QQQ) | 0.1 | $245k | 425.00 | 577.18 |
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| Vanguard Indx Etf (VB) | 0.1 | $232k | 887.00 | 261.92 |
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| Duke Energy (DUK) | 0.1 | $230k | NEW | 1.8k | 130.98 |
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| Schwab Stratgc Tr Etf (SCHX) | 0.1 | $202k | 7.9k | 25.64 |
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Past Filings by Beacon Wealthcare
SEC 13F filings are viewable for Beacon Wealthcare going back to 2021
- Beacon Wealthcare 2026 Q1 filed April 1, 2026
- 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