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CIK: 0001849336
Total reported value
$312.1M
$312.1M
26 檔
80.1%
During the Q1 2026 filing period, Beacon Wealthcare LLC (CIK: 0001849336) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $312.1M across 26 reported positions.
In Q1 2026, Beacon Wealthcare LLC displayed an active expansion posture, initiating 2 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 51.10% | -51.10% | -2.94% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 13.90% | -13.90% | +1.85% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 12.38% | -12.38% | +4.74% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 6.94% | -6.94% | +0.47% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.85% | -3.85% | -2.86% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.01% | -3.01% | +2.30% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.87% | -2.87% | +5.53% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.50% | -1.50% | -12.30% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.33% | -1.33% | +54.32% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.52% | -0.52% | -0.60% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.51% | +62.66% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.38% | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | -0.23% | +0.01% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | -0.18% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | -0.17% | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | -0.15% | — | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 0.15% | -0.15% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.12% | — | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.11% | -0.11% | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.09% | -0.09% | — | |
| 21 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 0.09% | -0.09% | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.09% | -0.09% | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | -0.09% | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.08% | -0.08% | — | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 0.08% | -0.08% | — | |
| 26 | 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 | +0.8% | +4.74% | Add |
| 2 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +1.85% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +54.32% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +0.47% | Add |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +5.53% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +62.66% | Add |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +2.30% | Add |
| 8 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 9 | BND | Vanguard Total Bond Market | 0% | +0.01% | Add |
| 10 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 11 | QUAL | Ishares Msci USA Quality Fac | — | — | Unchanged |
| 12 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 13 | OMFL | Invesco Russell 1000 Dyn M/f | — | — | Unchanged |
| 14 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 15 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 16 | VOO | Vanguard S&p 500 ETF | 0% | — | Unchanged |
| 17 | VV | Vanguard Large-cap ETF | 0% | — | Unchanged |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 19 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 20 | AAPL | Apple Inc | 0% | -0.60% | Trim |
| 21 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 22 | SCHF | Schwab Intl Equity ETF | -0.1% | -12.30% | Trim |
| 23 | SCHB | Schwab US Broad Market ETF | -0.2% | -2.86% | Trim |
| 24 | VTI | Vanguard Total Stock Mkt ETF | -2.5% | -2.94% | Trim |
| 25 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 26 | DUK | Duke Energy CORP | — | 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 26 disclosed positions in Q1 2026.
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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEF, SCHR) accounted for 80.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
EFA
市值: $248.5K
Top Position Liquidated / Trimmed
VTI
前期市值: $156.0M
During Q1 2026, Beacon Wealthcare LLC's top holdings by market value included VTI (51.1%)、IEF (13.9%)、SCHR (12.4%). The largest single position, VTI, represented 51.1% of total portfolio value.
In Q1 2026, Beacon Wealthcare LLC made 14 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 4 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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