Beacon Wealthcare LLC Top Holdings and 13F Report (2025) About Beacon Wealthcare LLCInvestment ActivityBeacon Wealthcare LLC has $284.65 million in total holdings as of September 30, 2025.Beacon Wealthcare LLC owns shares of 24 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.15% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Beacon Wealthcare LLC has purchased 25 new stocks and bought additional shares in 9 stocks.Beacon Wealthcare LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $154,237,779iShares 7-10 Year Treasury Bond ETF $37,706,214Schwab Intermediate-Term U.S. Treasury ETF $31,929,255Vanguard FTSE All-World ex-US ETF $18,516,447Schwab US Broad Market ETF $11,623,602 Largest Purchases this Quarter Schwab Intermediate-Term U.S. Treasury ETF 95,406 shares (about $2.40M)Vanguard Total Stock Market ETF 5,002 shares (about $1.64M)iShares 7-10 Year Treasury Bond ETF 6,536 shares (about $630.46K)Vanguard FTSE All-World ex-US ETF 5,916 shares (about $422.22K)Vanguard Tax-Exempt Bond ETF 7,416 shares (about $371.32K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 9,263 shares (about $849.88K)Schwab International Equity ETF 3,246 shares (about $75.57K)Vanguard S&P 500 ETF 92 shares (about $56.34K)Schwab US Broad Market ETF 1,537 shares (about $39.52K)Schwab US Large-Cap ETF 1,023 shares (about $26.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeacon Wealthcare LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$154,237,779$1,641,505 ▲1.1%469,99454.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$37,706,214$630,463 ▲1.7%390,90013.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$31,929,255$2,397,553 ▲8.1%1,270,56311.2%ETFVEUVanguard FTSE All-World ex-US ETF$18,516,447$422,225 ▲2.3%259,4436.5%ETFSCHBSchwab US Broad Market ETF$11,623,602$39,516 ▼-0.3%452,1044.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,988,301$266,385 ▲3.4%96,2912.8%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$7,488,820$371,319 ▲5.2%149,5672.6%ETFSCHFSchwab International Equity ETF$4,576,898$75,567 ▼-1.6%196,6021.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$2,165,851$849,880 ▼-28.2%23,6060.8%ETFAAPLApple$1,531,854$231,204 ▲17.8%6,0160.5%Computer and TechnologyVOOVanguard S&P 500 ETF$1,101,672$56,339 ▼-4.9%1,7990.4%ETFSPYSPDR S&P 500 ETF Trust$913,9900.0%1,3720.3%FinanceVUGVanguard Growth ETF$750,5900.0%1,5650.3%ETFMSFTMicrosoft$741,186$52,313 ▲7.6%1,4310.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$657,722$8,181 ▼-1.2%8,8440.2%ETFIVViShares Core S&P 500 ETF$510,007$100,395 ▲24.5%7620.2%ETFVVVanguard Large-Cap ETF$444,8580.0%1,4450.2%ETFQUALiShares MSCI USA Quality Factor ETF$307,5050.0%1,5810.1%ETFVGTVanguard Information Technology ETF$283,719$12,693 ▼-4.3%3800.1%ETFQQQInvesco QQQ$255,1570.0%4250.1%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$253,6950.0%4,2100.1%ETFVBVanguard Small-Cap ETF$228,8520.0%9000.1%ETFXOMExxon Mobil$228,0930.0%2,0230.1%EnergySCHXSchwab US Large-Cap ETF$207,196$26,947 ▼-11.5%7,8660.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$209,114 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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