StockDriftsStockDriftsTop 26 Beacon Wealthcare LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Ttl Stk | 53.31% | 449.6K | $166.4M | -0.46%(-2.10K) | $205.76(+86.32%) | 2026-06-30 | |
| IEF | iShs 7-10 ys Tsy | 12.73% | 419.9K | $39.7M | +1.68%(+6.95K) | $113.88(-18.37%) | 2026-06-30 | |
| SCHR | Schwab Inter Tsy | 11.36% | 1.44M | $35.5M | +2.00%(+28.21K) | $25.85(-5.46%) | 2026-06-30 | |
| VEU | Vanguard FTSE All | 7.02% | 261.5K | $21.9M | -0.25%(-647) | $59.45(+44.91%) | 2026-06-30 | |
| SCHB | Schwb US Broad | 3.9% | 419.9K | $12.2M | -3.45%(-14.99K) | $15.75(+90.55%) | 2026-06-30 | |
| VTEB | Vanguard Tx Ex Bd | 2.92% | 180.4K | $9.1M | +10.53%(+17.18K) | $49.72(-0.01%) | 2026-06-30 | |
| SHY | iShs Lehman 1-3Tsy | 2.78% | 105.7K | $8.7M | +2.15%(+2.23K) | $81.81(+0.27%) | 2026-06-30 | |
| SCHF | Schwab Intl Equity | 1.52% | 171.2K | $4.7M | -0.50%(-866) | $18.26(+56.93%) | 2026-06-30 | |
| BIL | SPDR Brcy1-3 Ser | 1.31% | 44.5K | $4.1M | +8.37%(+3.43K) | $91.57(-0.03%) | 2026-06-30 | |
| AAPL | Apple | 0.54% | 5.8K | $1.7M | +0.00%(+0) | $159.13(+91.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.80% | +39.75% | +5.37% | +29.87% |
| Top 20 Holdings Unweighted | +10.22% | +33.90% | +5.30% | +29.45% |
Beacon Wealthcare LLC reports $312.09M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are VTI (53.3%), IEF (12.7%) and SCHR (11.4%). The top 20 holdings account for 99.52% of reported assets. Its disclosed equity book has returned +39.75% on a three-year cumulative basis. Figures reflect the Q2 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