Beacon Wealthcare LLC
CIK 0001849336 · RALEIGH, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-01 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$312.1M
2026 Q2
Positions
26
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
97.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VTI
Vanguard Ttl Stk
53.3%
IEF
iShs 7-10 ys Tsy
12.7%
SCHR
Schwab Inter Tsy
11.4%
VEU
Vanguard FTSE All
7.0%
SCHB
Schwb US Broad
3.9%
VTEB
Vanguard Tx Ex Bd
2.9%
SHY
iShs Lehman 1-3Tsy
2.8%
SCHF
Schwab Intl Equity
1.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.