Beacon Wealthcare LLC Top Holdings and 13F Report (2026) About Beacon Wealthcare LLCInvestment ActivityBeacon Wealthcare LLC has $312.09 million in total holdings as of June 30, 2026.Beacon Wealthcare LLC owns shares of 26 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 0.41% of the portfolio was sold this quarter.This quarter, Beacon Wealthcare LLC has purchased 26 new stocks and bought additional shares in 9 stocks.Beacon Wealthcare LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $166,360,880iShares 7-10 Year Treasury Bond ETF $39,713,537Schwab Intermediate-Term U.S. Treasury ETF $35,451,748Vanguard FTSE All-World ex-US ETF $21,901,211Schwab US Broad Market ETF $12,161,487 Largest Purchases this Quarter Vanguard Tax-Exempt Bond ETF 17,181 shares (about $869.01K)Schwab Intermediate-Term U.S. Treasury ETF 28,211 shares (about $695.68K)iShares 7-10 Year Treasury Bond ETF 6,950 shares (about $657.26K)Vanguard Growth ETF 5,750 shares (about $495.31K)SPDR Bloomberg 1-3 Month T-Bill ETF 3,434 shares (about $314.69K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,096 shares (about $775.60K)Schwab US Broad Market ETF 14,986 shares (about $433.99K)Vanguard FTSE All-World ex-US ETF 647 shares (about $54.19K)Schwab International Equity ETF 866 shares (about $23.99K)Vanguard Total Bond Market ETF 31 shares (about $2.28K) 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$166,360,880$775,605 â–¼-0.5%449,57553.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$39,713,537$657,262 â–²1.7%419,93812.7%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$35,451,748$695,683 â–²2.0%1,437,62211.4%ETFVEUVanguard FTSE All-World ex-US ETF$21,901,211$54,186 â–¼-0.2%261,5077.0%ETFSCHBSchwab US Broad Market ETF$12,161,487$433,994 â–¼-3.4%419,9413.9%ETFVTEBVanguard Tax-Exempt Bond ETF$9,122,710$869,015 â–²10.5%180,3622.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$8,682,968$183,023 â–²2.2%105,7482.8%ManufacturingSCHFSchwab International Equity ETF$4,741,347$23,988 â–¼-0.5%171,1681.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,075,414$314,692 â–²8.4%44,4721.3%ETFAAPLApple$1,672,5010.0%5,7800.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,659,3380.0%2,2220.5%FinanceVOOVanguard S&P 500 ETF$1,235,5710.0%1,7990.4%ETFBNDVanguard Total Bond Market ETF$647,036$2,276 â–¼-0.4%8,8140.2%ETFVUGVanguard Growth ETF$594,366$495,305 â–²500.0%6,9000.2%ETFMSFTMicrosoft$499,474$3,357 â–²0.7%1,3390.2%Computer and TechnologyVVVanguard Large-Cap ETF$496,9500.0%1,4450.2%ETFIVViShares Core S&P 500 ETF$495,7650.0%6620.2%ETFVGTVanguard Information Technology ETF$356,648$312,067 â–²700.0%2,9840.1%ETFQUALiShares MSCI USA Quality Factor ETF$346,9190.0%1,5810.1%ETFQQQInvesco QQQ$312,9700.0%4250.1%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$288,5530.0%4,2100.1%ETFXOMExxonMobil$284,241$7,656 â–²2.8%2,0790.1%EnergyVBVanguard Small-Cap ETF$268,8670.0%8870.1%ETFEFAiShares MSCI EAFE ETF$265,7250.0%2,5580.1%FinanceSCHXSchwab US Large-Cap ETF$231,5030.0%7,8660.1%ETFDUKDuke Energy$222,4640.0%1,7570.1%UtilitiesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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