Beacon Wealthcare LLC Top Holdings and 13F Report (2026) About Beacon Wealthcare LLCInvestment ActivityBeacon Wealthcare LLC has $315.41 million in total holdings as of September 30, 2026.Beacon Wealthcare LLC owns shares of 32 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 2.52% of the portfolio was purchased this quarter.About 0.87% of the portfolio was sold this quarter.This quarter, Beacon Wealthcare LLC has purchased 26 new stocks and bought additional shares in 12 stocks.Beacon Wealthcare LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $165,848,975iShares 7-10 Year Treasury Bond ETF $38,448,669Schwab Intermediate-Term U.S. Treasury ETF $34,359,368Vanguard FTSE All-World ex-US ETF $23,729,337Schwab US Broad Market ETF $12,195,932 Largest New Holdings this Quarter 921908844 - Vanguard Dividend Appreciation ETF $348,099 Holding149123101 - Caterpillar $293,181 Holding26922A420 - ETF SER SOLUTIONS $279,132 Holding67066G104 - NVIDIA $240,058 Holding78463V107 - SPDR Gold Shares $204,130 Holding Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 24,492 shares (about $2.03M)iShares 1-3 Year Treasury Bond ETF 16,692 shares (about $1.36M)iShares 7-10 Year Treasury Bond ETF 10,570 shares (about $944.01K)SPDR Bloomberg 1-3 Month T-Bill ETF 8,638 shares (about $791.59K)Vanguard Dividend Appreciation ETF 1,492 shares (about $348.10K) Largest Sales this Quarter Vanguard Total Stock Market ETF 6,413 shares (about $2.40M)Vanguard Total Bond Market ETF 2,423 shares (about $169.97K)Schwab US Broad Market ETF 3,840 shares (about $112.55K)Invesco QQQ 52 shares (about $38.47K)Apple 51 shares (about $16.98K) 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$165,848,975$2,400,002 ▼-1.4%443,16252.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$38,448,669$944,007 ▲2.5%430,50812.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$34,359,368$287,718 ▲0.8%1,449,76210.9%ETFVEUVanguard FTSE All-World ex-US ETF$23,729,337$2,032,101 ▲9.4%285,9997.5%ETFSCHBSchwab US Broad Market ETF$12,195,932$112,551 ▼-0.9%416,1013.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$9,942,108$1,355,388 ▲15.8%122,4403.2%ETFVTEBVanguard Tax-Exempt Bond ETF$8,845,009$303,057 ▲3.5%186,7612.8%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,867,000$791,586 ▲19.4%53,1101.5%ETFSCHFSchwab International Equity ETF$4,811,474$109,495 ▲2.3%175,1541.5%ETFAAPLApple$1,907,887$16,984 ▼-0.9%5,7290.6%TechnologySPYSPDR S&P 500 ETF Trust$1,696,112$1,525 ▲0.1%2,2240.5%ETFVOOVanguard S&P 500 ETF$1,602,900$342,027 ▲27.1%2,2870.5%ETFMSFTMicrosoft$813,142$126,204 ▲18.4%1,5850.3%TechnologyVUGVanguard Growth ETF$621,7590.0%6,9000.2%ETFVVVanguard Large-Cap ETF$508,4230.0%1,4450.2%ETFIVViShares Core S&P 500 ETF$506,9930.0%6620.2%ETFDUKDuke Energy$449,142$248,801 ▲124.2%3,9390.1%UtilitiesBNDVanguard Total Bond Market ETF$448,329$169,974 ▼-27.5%6,3910.1%ETFXOMExxonMobil$387,833$49,476 ▲14.6%2,3830.1%EnergyVGTVanguard Information Technology ETF$374,9990.0%2,9840.1%ETFQUALiShares MSCI USA Quality Factor ETF$351,3610.0%1,5810.1%ETFVIGVanguard Dividend Appreciation ETF$348,099$348,099 ▲New Holding1,4920.1%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$293,4790.0%4,2100.1%ETFCATCaterpillar$293,181$293,181 ▲New Holding3620.1%IndustrialsETF SER SOLUTIONS$279,132$279,132 ▲New Holding1,8410.1%DEFIA QUANT ETFQQQInvesco QQQ$275,934$38,468 ▼-12.2%3730.1%ETFEFAiShares MSCI EAFE ETF$265,7510.0%2,5580.1%ETFVBVanguard Small-Cap ETF$252,3430.0%8870.1%ETFNVDANVIDIA$240,058$240,058 ▲New Holding1,0510.1%TechnologySCHXSchwab US Large-Cap ETF$235,9870.0%7,8660.1%ETFGLDSPDR Gold Shares$204,130$204,130 ▲New Holding5360.1%ETFAEON BIOPHARMA INC$3,857$3,857 ▲New Holding12,8560.0%CL A NEWShowing largest 100 holdings. 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