Beacon Wealthcare LLC Portfolio Holdings

Beacon Wealthcare LLC

  • $245 Million
  • Q1 2025

Beacon Wealthcare LLC has filed its 13F form on April 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $245 Million distributed in 22 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 $127M, Ishares Barclays with a value of $36.8M, Schwab Intermediate Term Us Tr with a value of $29M, Vanguard Ftse All World Ex Us with a value of $15.2M, and Schwab Strategic Tr Us Broad M with a value of $9.84M.

Examining the 13F form we can see an decrease of $1.42M in the current position value, from $246M to 245M.

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 $245 Million
ETFs: $243 Million
Technology: $1.61 Million
Utilities: $225,000
Energy: $223,000

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 22
  • Current Value $245 Million
  • Prior Value $246 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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