Beacon Wealthcare LLC Portfolio Holdings

Beacon Wealthcare LLC

  • $288 Million
  • Q4 2025

Beacon Wealthcare LLC has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $288 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 $154M, Ishares Barclays with a value of $39.1M, Schwab Intermediate Term Us Tr with a value of $33.8M, Vanguard Ftse All World Ex Us with a value of $19.1M, and Schwab Strategic Tr Us Broad M with a value of $11.6M.

Examining the 13F form we can see an increase of $5.78M in the current position value, from $283M to 288M.

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 $288 Million
ETFs: $286 Million
Technology: $2.23 Million
Energy: $238,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $288 Million
  • Prior Value $283 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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