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CIK: 0001849336
Total reported value
$312.1M
$312.1M
22 檔
69.9%
At the close of Q1 2025, Beacon Wealthcare LLC disclosed equity holdings valued at approximately $312.1M, spread across 22 reported holdings.
In Q1 2025, Beacon Wealthcare LLC displayed an active expansion posture, initiating 22 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEF, SCHR) accounted for 69.9% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 51.74% | -51.10% | +1.40% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 15.02% | -13.90% | -0.66% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 11.80% | -12.38% | +4.95% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.16% | -6.94% | +2.05% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.02% | -3.85% | -0.02% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.07% | -3.01% | +1.72% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.71% | -2.87% | -2.59% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.61% | -1.50% | +6.41% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.47% | -1.33% | +68.07% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.52% | +0.10% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.51% | — | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 0.31% | -0.23% | — | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | -0.18% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.17% | +2.36% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 0.15% | -0.15% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.15% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | -0.38% | +5.97% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.11% | -0.11% | — | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 0.09% | -0.08% | — | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.09% | -0.09% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.12% | -12.88% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 2 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 3 | SCHR | Schwab Intermediate-term US | — | NEW | New buy |
| 4 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 5 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | New buy |
| 8 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 12 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 13 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 14 | MSFT | Microsoft CORP | — | NEW | New buy |
| 15 | VV | Vanguard Large-cap ETF | — | NEW | New buy |
| 16 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 17 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 18 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 19 | DUK | Duke Energy CORP | — | NEW | New buy |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | — | NEW | New buy |
| 21 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 22 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Beacon Wealthcare LLC reported a total U.S. public equity portfolio value of $312.1M across 22 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VTI
市值: $127.2M
During Q1 2025, Beacon Wealthcare LLC's top holdings by market value included VTI (51.7%)、IEF (15.0%)、SCHR (11.8%). The largest single position, VTI, represented 51.7% of total portfolio value.
In Q1 2025, Beacon Wealthcare LLC made 22 total portfolio adjustments, initiating 22 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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