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CIK: 0001849336
Total reported value
$312.1M
$312.1M
25 檔
75.4%
The Q2 2025 SEC filing reveals that Beacon Wealthcare LLC held a total portfolio value of $312.1M, covering 25 public equity positions.
During Q2 2025, Beacon Wealthcare LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEF, SCHR) accounted for 75.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 53.30% | -51.10% | +0.46% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.88% | -13.90% | -0.74% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 11.09% | -12.38% | +0.68% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.43% | -6.94% | +1.54% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.08% | -3.85% | -1.19% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.91% | -3.01% | +2.06% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.63% | -2.87% | +5.78% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.67% | -1.50% | +0.12% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.14% | -1.33% | -16.85% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | -0.38% | +222.70% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.40% | -0.52% | +1.13% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | -0.51% | — | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | -0.18% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.17% | +2.31% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 0.25% | -0.23% | -13.54% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | -0.15% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.15% | +1.49% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.11% | -0.11% | — | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.10% | -0.09% | +6.43% | |
| 20 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.09% | -0.09% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | -0.09% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.12% | +7.61% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.08% | -0.07% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.08% | -0.08% | — | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Beacon Wealthcare LLC reported a total U.S. public equity portfolio value of $312.1M across 25 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Beacon Wealthcare LLC's top holdings by market value included VTI (53.3%)、IEF (13.9%)、SCHR (11.1%). The largest single position, VTI, represented 53.3% of total portfolio value.
In Q2 2025, Beacon Wealthcare LLC made 0 total portfolio adjustments, initiating 0 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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