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CIK: 0001849336
Total reported value
$312.1M
$312.1M
24 檔
83.2%
At the close of Q4 2025, Beacon Wealthcare LLC disclosed equity holdings valued at approximately $312.1M, spread across 24 reported holdings.
In Q4 2025, Beacon Wealthcare LLC adopted a defensive or profit-taking posture, trimming 10 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEF, SCHR) accounted for 83.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 53.58% | -51.10% | -0.99% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.39% | -13.90% | +3.73% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 11.59% | -12.38% | +5.91% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.59% | -6.94% | +0.57% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 4.03% | -3.85% | -0.97% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.88% | -3.01% | +5.09% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.67% | -2.87% | +3.39% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.62% | -1.50% | -0.22% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.83% | -1.33% | +12.65% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.52% | -3.34% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | -0.38% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | -0.51% | -0.44% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | -0.23% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.17% | -7.06% | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 0.19% | -0.18% | -26.52% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-Other | 0.16% | -0.15% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | -0.15% | -13.12% | |
| 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% | -1.84% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | -0.09% | — | |
| 21 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.09% | -0.09% | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.12% | — | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.08% | -0.08% | -1.44% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.07% | -0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | +0.4% | +5.91% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +3.73% | Add |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +0.57% | Add |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +5.09% | Add |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +12.65% | Add |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +3.39% | Add |
| 7 | SCHF | Schwab Intl Equity ETF | 0% | -0.22% | Trim |
| 8 | AAPL | Apple Inc | — | -3.34% | Trim |
| 9 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.44% | Trim |
| 11 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 12 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 13 | QUAL | Ishares Msci USA Quality Fac | — | — | Unchanged |
| 14 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 15 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 16 | OMFL | Invesco Russell 1000 Dyn M/f | — | — | Unchanged |
| 17 | VGT | Vanguard Info Tech ETF | — | -1.84% | Trim |
| 18 | VB | Vanguard Small-cap ETF | — | -1.44% | Trim |
| 19 | BND | Vanguard Total Bond Market | 0% | — | Unchanged |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | -13.12% | Trim |
| 21 | MSFT | Microsoft CORP | 0% | -7.06% | Trim |
| 22 | SCHB | Schwab US Broad Market ETF | -0.1% | -0.97% | Trim |
| 23 | VUG | Vanguard Growth ETF | -0.1% | -26.52% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -0.99% | Trim |
According to official SEC Form 13F filings, Beacon Wealthcare LLC reported a total U.S. public equity portfolio value of $312.1M across 24 disclosed positions in Q4 2025.
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Top Position Liquidated / Trimmed
VTI
前期市值: $154.2M
During Q4 2025, Beacon Wealthcare LLC's top holdings by market value included VTI (53.6%)、IEF (13.4%)、SCHR (11.6%). The largest single position, VTI, represented 53.6% of total portfolio value.
In Q4 2025, Beacon Wealthcare LLC made 16 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 10 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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