Beacon Wealthcare LLC
Holdings as of 2026-06-30, filed 2026-07-01
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 1 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
26
Value reported by manager
$312.1M
Sum of our stored positions
$312.1M
should match the line above
Disclosure lag
1 d
quarter end to filing
Top 5 concentration
88.3%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
26 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| Vanguard Ttl Stk | ETF | $166.4M | 449,575 | — | 922908769 |
| iShs 7-10 ys Tsy | ETF | $39.7M | 419,938 | — | 464287440 |
| Schwab Inter Tsy | ETF | $35.5M | 1,437,622 | — | 808524854 |
| Vanguard FTSE All | ETF | $21.9M | 261,507 | — | 922042775 |
| Schwb US Broad | ETF | $12.2M | 419,941 | — | 808524102 |
| Vanguard Tx Ex Bd | ETF | $9.1M | 180,362 | — | 922907746 |
| iShs Lehman 1-3Tsy | ETF | $8.7M | 105,748 | — | 464287457 |
| Schwab Intl Equity | ETF | $4.7M | 171,168 | — | 808524805 |
| SPDR Brcy1-3 Ser | ETF | $4.1M | 44,472 | — | 78468R663 |
| Apple | COM | $1.7M | 5,780 | — | 037833100 |
| SPDR S&P 500 | ETF | $1.7M | 2,222 | — | 78462F103 |
| Vanguard Indx | ETF | $1.2M | 1,799 | — | 922908363 |
| Vanguard Bd Inx | ETF | $647K | 8,814 | — | 921937835 |
| Vanguard Indx Fd | ETF | $594.4K | 6,900 | — | 922908736 |
| Microsoft | COM | $499.5K | 1,339 | — | 594918104 |
| Vanguard Inx Lrg | ETF | $497K | 1,445 | — | 922908637 |
| iShs Core S&P | ETF | $495.8K | 662 | — | 464287200 |
| Vanguard Info Tech | ETF | $356.6K | 2,984 | — | 92204A702 |
| iShs MSCI USA | ETF | $346.9K | 1,581 | — | 46432F339 |
| Invesco QQQ Tr | ETF | $313K | 425 | — | 46090E103 |
| Invesco Rusl 1000 | ETF | $288.6K | 4,210 | — | 46138J619 |
| Exxon Mobil | COM | $284.2K | 2,079 | — | 30231G102 |
| Vanguard Indx Fd | ETF | $268.9K | 887 | — | 922908751 |
| iShs MSCI EAFE | ETF | $265.7K | 2,558 | — | 464287465 |
| Schwab Stratgc Tr | ETF | $231.5K | 7,866 | — | 808524201 |
| Duke Energy | COM | $222.5K | 1,757 | — | 26441C204 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-01