Beacon Wealthcare LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Beacon Wealthcare LLC held in its portfolio 24 assets valued at $291,209,423 (i.e. $291.21M).

The most valuable assets in the portfolio included: Vanguard Ttl Stk ($156.02M), iShs 7-10 ys Tsy ($38.99M), and Schwab Inter Tsy ($33.75M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Beacon Wealthcare LLC Portfolio

Vanguard Ttl Stk

iShs 7-10 ys Tsy

Schwab Inter Tsy

Vanguard FTSE All

Schwb US Broad

iShs Lehman 1-3Tsy

Vanguard Tx Ex Bd

Schwab Intl Equity

SPDR Brcy1-3 Ser

Apple

Beacon Wealthcare LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
Vanguard Ttl Stk	465364	156022578	ETF
iShs 7-10 ys Tsy	405478	38990764	ETF
Schwab Inter Tsy	1345645	33748783	ETF
Vanguard FTSE All	260925	19193643	ETF
Schwb US Broad	447737	11744131	ETF
iShs Lehman 1-3Tsy	101196	8381053	ETF
Vanguard Tx Ex Bd	154636	7776644	ETF
Schwab Intl Equity	196171	4715962	ETF
SPDR Brcy1-3 Ser	26593	2430068	ETF
Apple	5815	1580866	COM
Vanguard Indx	1799	1128207	ETF
SPDE S&P 500	1366	931509	ETF
Vanguard Bd Inx	8844	655098	ETF
Microsoft	1330	643215	COM
Vanguard Indx Grw	1150	561039	ETF
Vanguard Inx Lrg	1445	454886	ETF
iShs Core S&P	662	453430	ETF
iShs MSCI USA	1581	314018	ETF
Vanguard Info Tech	373	281160	ETF
Invesco QQQ Tr	425	261082	ETF
Invesco Rusl 1000	4210	257357	ETF
Exxon Mobil	2023	243448	COM
Vanguard Indx Fd	887	228802	ETF
Schwab Stratgc Tr	7866	211680	ETF