StockDriftsStockDriftsTop 32 Beacon Wealthcare LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 52.58% | 443.2K | $165.8M | -1.43%(-6.41K) | $205.76(+82.51%) | 2026-09-30 | |
| IEF | ISHARES TR | 12.19% | 430.5K | $38.4M | +2.52%(+10.57K) | $113.34(-20.52%) | 2026-09-30 | |
| SCHR | SCHWAB STRATEGIC TR | 10.89% | 1.45M | $34.4M | +0.84%(+12.14K) | $25.84(-7.73%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 7.52% | 286.0K | $23.7M | +9.37%(+24.49K) | $61.49(+32.32%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.87% | 416.1K | $12.2M | -0.91%(-3.84K) | $15.75(+86.67%) | 2026-09-30 | |
| SHY | ISHARES TR | 3.15% | 122.4K | $9.9M | +15.78%(+16.69K) | $81.79(-0.58%) | 2026-09-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.8% | 186.8K | $8.8M | +3.55%(+6.40K) | $49.69(-3.38%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 1.54% | 53.1K | $4.9M | +19.42%(+8.64K) | $91.58(-0.01%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.53% | 175.2K | $4.8M | +2.33%(+3.99K) | $18.47(+45.68%) | 2026-09-30 | |
| AAPL | APPLE INC | 0.6% | 5.7K | $1.9M | -0.88%(-51) | $159.13(+115.51%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.01% | +44.32% | +5.34% | +29.71% |
| Top 20 Holdings Unweighted | +11.83% | +39.87% | +5.91% | +33.23% |
Beacon Wealthcare LLC reports $315.41M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are VTI (52.6%), IEF (12.2%) and SCHR (10.9%). The top 20 holdings account for 99.02% of reported assets. Its disclosed equity book has returned +44.32% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beacon Wealthcare LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1849336). View Beacon Wealthcare LLC’s 13F filings on SEC