Beacon Wealthcare LLC Portfolio Holdings

Beacon Wealthcare LLC

  • $283 Million
  • Q3 2025

Beacon Wealthcare LLC has filed its 13F form on October 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $283 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $152M, Ishares Barclays with a value of $37.7M, Schwab Intermediate Term Us Tr with a value of $32M, Vanguard Ftse All World Ex Us with a value of $18.4M, and Schwab Strategic Tr Us Broad M with a value of $11.5M.

Examining the 13F form we can see an increase of $17.5M in the current position value, from $265M to 283M.

Beacon Wealthcare LLC is based out at Raleigh, NC

Below you can find more details about Beacon Wealthcare LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Million
ETFs: $280 Million
Technology: $2.27 Million
Energy: $228,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$152 Million 53.93% of portfolio
469,994
Q3 2025 Added 1.08%
$0
$37.7 Million 13.34% of portfolio
390,900
Q3 2025 Added 1.7%
$0
$32 Million 11.33% of portfolio
1,270,563
Q3 2025 Added 8.12%
$0
$18.4 Million 6.52% of portfolio
259,443
Q3 2025 Added 2.33%
$0
$11.5 Million 4.06% of portfolio
452,104
Q3 2025 Reduced 0.34%
$0
$7.99 Million 2.83% of portfolio
96,291
Q3 2025 Added 3.45%
$0
$7.48 Million 2.65% of portfolio
149,567
Q3 2025 Added 5.22%
$0
$4.55 Million 1.61% of portfolio
196,602
Q3 2025 Reduced 1.62%
$0
$2.16 Million 0.76% of portfolio
23,606
Q3 2025 Reduced 28.18%
$4.3T
$1.53 Million 0.54% of portfolio
6,016
Q3 2025 Added 17.78%
$0
$1.1 Million 0.39% of portfolio
1,799
Q3 2025 Reduced 4.87%
$0
$913,000 0.32% of portfolio
1,372
Q3 2024 Added 4.02%
$3.78T
$741,000 0.26% of portfolio
1,431
Q3 2025 Added 7.59%
$0
$737,000 0.26% of portfolio
1,565
Q3 2024 New
$0
$659,000 0.23% of portfolio
8,844
Q3 2025 Reduced 1.23%
$0
$510,000 0.18% of portfolio
762
Q3 2025 Added 24.51%
$0
$301,000 0.11% of portfolio
1,581
Q4 2024 Reduced 0.88%
$0
$273,000 0.1% of portfolio
380
Q3 2025 Reduced 4.28%
$0
$255,000 0.09% of portfolio
425
Q2 2025 New
$0
$253,000 0.09% of portfolio
4,210
Q3 2024 New
$0
$229,000 0.08% of portfolio
900
Q2 2025 New
$490B
$228,000 0.08% of portfolio
2,023
Q2 2025 Added 7.61%
$0
$204,000 0.07% of portfolio
7,866
Q3 2025 Reduced 11.51%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $283 Million
  • Prior Value $265 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
Track This Portfolio

Track Beacon Wealthcare LLC Portfolio

Follow Beacon Wealthcare LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Wealthcare LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Wealthcare LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email