Beacon Wealthcare LLC Top Holdings and 13F Report (2025) About Beacon Wealthcare LLCInvestment ActivityBeacon Wealthcare LLC has $265.17 million in total holdings as of June 30, 2025.Beacon Wealthcare LLC owns shares of 25 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 1.26% of the portfolio was purchased this quarter.About 0.51% of the portfolio was sold this quarter.This quarter, Beacon Wealthcare LLC has purchased 22 new stocks and bought additional shares in 12 stocks.Beacon Wealthcare LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $141,324,948iShares 7-10 Year Treasury Bond ETF $36,810,540Schwab Intermediate-Term U.S. Treasury ETF $29,414,168Vanguard FTSE All-World ex-US ETF $17,042,085Schwab US Broad Market ETF $10,810,269 Largest New Holdings this Quarter 46090E103 - Invesco QQQ $234,447 Holding808524201 - Schwab US Large-Cap ETF $217,253 Holding922908751 - Vanguard Small-Cap ETF $213,282 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $209,114 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 1,305 shares (about $741.28K)Vanguard Total Stock Market ETF 2,144 shares (about $651.63K)Vanguard Tax-Exempt Bond ETF 7,763 shares (about $380.62K)Vanguard FTSE All-World ex-US ETF 3,844 shares (about $258.39K)Invesco QQQ 425 shares (about $234.45K) Largest Sales this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 6,660 shares (about $610.92K)iShares 7-10 Year Treasury Bond ETF 2,858 shares (about $273.71K)Schwab US Broad Market ETF 5,468 shares (about $130.30K)Vanguard Total Bond Market ETF 1,402 shares (about $103.22K) 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$141,324,948$651,626 ▲0.5%464,99253.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$36,810,540$273,711 ▼-0.7%384,36413.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$29,414,168$197,361 ▲0.7%1,175,15711.1%ETFVEUVanguard FTSE All-World ex-US ETF$17,042,085$258,394 ▲1.5%253,5276.4%ETFSCHBSchwab US Broad Market ETF$10,810,269$130,302 ▼-1.2%453,6414.1%ETFSHYiShares 1-3 Year Treasury Bond ETF$7,712,609$155,860 ▲2.1%93,0802.9%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$6,969,664$380,620 ▲5.8%142,1512.6%ETFSCHFSchwab International Equity ETF$4,416,644$5,238 ▲0.1%199,8481.7%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,015,073$610,922 ▼-16.8%32,8691.1%ETFVOOVanguard S&P 500 ETF$1,074,145$741,279 ▲222.7%1,8910.4%ETFAAPLApple$1,048,008$11,695 ▲1.1%5,1080.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$847,6690.0%1,3720.3%FinanceVUGVanguard Growth ETF$686,0960.0%1,5650.3%ETFMSFTMicrosoft$661,555$14,922 ▲2.3%1,3300.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$659,255$103,225 ▼-13.5%8,9540.2%ETFVVVanguard Large-Cap ETF$412,2590.0%1,4450.2%ETFIVViShares Core S&P 500 ETF$379,991$5,588 ▲1.5%6120.1%ETFQUALiShares MSCI USA Quality Factor ETF$289,0380.0%1,5810.1%ETFVGTVanguard Information Technology ETF$263,322$15,919 ▲6.4%3970.1%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$243,2540.0%4,2100.1%ETFQQQInvesco QQQ$234,447$234,447 ▲New Holding4250.1%FinanceXOMExxon Mobil$218,079$15,415 ▲7.6%2,0230.1%EnergySCHXSchwab US Large-Cap ETF$217,253$217,253 ▲New Holding8,8890.1%ETFVBVanguard Small-Cap ETF$213,282$213,282 ▲New Holding9000.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$209,114$209,114 ▲New Holding2,1080.1%FinanceDUKDuke Energy$0$225,401 ▼-100.0%00.0%Utilities 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. 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