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Beacon Wealthcare - Q3 2026 13F Filings

BE

Beacon Wealthcare LLC

CIK: 0001849336
Address: North Carolina Raleigh 1633 Glenwood Ave
$315.41 M
Portfolio Value
32
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/02/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. VEU Vanguard Ftse All-World Ex-Us Index Fund
+$2.03 M
2. SHY Ishares 1-3 Year Treasury Bond Etf
+$1.36 M
3. IEF Ishares 7-10 Year Treasury Bond Etf
+$944,006.69
4. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
+$791,586.25
5. VIG Vanguard Dividend Appreciation Etf
+$348,099

Top Sells

Q3 2026
1. VTI Vanguard Total Stock Market Etf
−$2.4 M
2. BND Vanguard Total Bond Market Etf
−$169,973.58
3. SCHB Schwab Us Broad Market Etf
−$112,550.51
4. QQQ Invesco Qqq Trust Series I
−$38,468.01
5. AAPL Apple
−$16,984.16

Asset Allocation

Stocks/ETFs
+1.06%
$315.41 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Beacon Wealthcare Q3 2026 Filing Summary

Beacon Wealthcare LLC filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 315.41 M reflecting a +1.06% change from the prior quarter, spanning 32 assets. The top 10 holdings comprised 96.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 0 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Beacon Wealthcare’s Q3 2026 Filing

Beacon Wealthcare submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Beacon Wealthcare reported a managed portfolio value of 315.41 M, consisting of 32 individual positions.

This page displays the raw filing documents. To see which stocks Beacon Wealthcare bought or sold during Q3 2026, please visit Beacon Wealthcare's Portfolio Analysis page.