Beacon Wealthcare as of Dec. 31, 2025
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 | |
| iShs 7-10 ys Tsy Etf (IEF) | 13.4 | $39M | 406k | 96.16 | |
| Schwab Inter Tsy Etf (SCHR) | 11.6 | $34M | 1.3M | 25.08 | |
| Vanguard FTSE All Etf (VEU) | 6.6 | $19M | 261k | 73.56 | |
| Schwb US Broad Etf (SCHB) | 4.0 | $12M | 448k | 26.23 | |
| iShs Lehman 1-3Tsy Etf (SHY) | 2.9 | $8.4M | 101k | 82.82 | |
| Vanguard Tx Ex Bd Etf (VTEB) | 2.7 | $7.8M | 155k | 50.29 | |
| Schwab Intl Equity Etf (SCHF) | 1.6 | $4.7M | 196k | 24.04 | |
| SPDR Brcy1-3 Ser Etf (BIL) | 0.8 | $2.4M | 27k | 91.38 | |
| Apple (AAPL) | 0.5 | $1.6M | 5.8k | 271.86 | |
| Vanguard Indx Etf (VOO) | 0.4 | $1.1M | 1.8k | 627.13 | |
| Spde S&p 500 Etf (SPY) | 0.3 | $932k | 1.4k | 681.92 | |
| Vanguard Bd Inx Etf (BND) | 0.2 | $655k | 8.8k | 74.07 | |
| Microsoft Corporation (MSFT) | 0.2 | $643k | 1.3k | 483.62 | |
| Vanguard Indx Grw Etf (VUG) | 0.2 | $561k | 1.2k | 487.86 | |
| Vanguard Inx Lrg Etf (VV) | 0.2 | $455k | 1.4k | 314.80 | |
| iShs Core S&P Etf (IVV) | 0.2 | $453k | 662.00 | 684.94 | |
| iShs MSCI USA Etf (QUAL) | 0.1 | $314k | 1.6k | 198.62 | |
| Vanguard Info Tech Etf (VGT) | 0.1 | $281k | 373.00 | 753.78 | |
| Invesco QQQ Tr Etf (QQQ) | 0.1 | $261k | 425.00 | 614.31 | |
| Invesco Rusl 1000 Etf (OMFL) | 0.1 | $257k | 4.2k | 61.13 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $243k | 2.0k | 120.34 | |
| Vanguard Indx Etf (VB) | 0.1 | $229k | 887.00 | 257.95 | |
| Schwab Stratgc Tr Etf (SCHX) | 0.1 | $212k | 7.9k | 26.91 |
