13F Insight
DOSSIER · 13F-HR · Q2 2026

Beacon Wealthcare LLC

$312M in tracked AUM across 26 positions as of Q2 2026.

BW
CIK 0001849336 · last filed Jun 30, 2026
Total AUM
$312M
as of Q2 2026
Holdings
26
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Beacon Wealthcare LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Ttl Stk
$166M450K53.3%02
IEF
iShs 7-10 ys Tsy
$40M420K12.7%03
SCHR
Schwab Inter Tsy
$35M1.4M11.4%04
VEU
Vanguard FTSE All
$22M262K7.0%05
SCHB
Schwb US Broad
$12M420K3.9%06
VTEB
Vanguard Tx Ex Bd
$9M180K2.9%07
SHY
iShs Lehman 1-3Tsy
$9M106K2.8%08
SCHF
Schwab Intl Equity
$5M171K1.5%09
BIL
SPDR Brcy1-3 Ser
$4M44K1.3%10
AAPL
Apple
$2M6K0.5%

Filing history

2026Q2Jun 30
$312M▲ 10.1%
26 positionsView →2026Q1Mar 31
$284M▼ 2.6%
26 positionsView →2025Q4Dec 31
$291M▲ 6912.3%
24 positionsView →2025Q3Sep 30
$4M▼ 98.4%
6 positionsView →2025Q2Jun 30
$265M▲ 7.9%
25 positionsLocked2025Q1Mar 31
$246M▼ 0.3%
22 positionsLocked2024Q4Dec 31
$247M▼ 0.5%
25 positionsLocked2024Q3Sep 30
$248M▲ 8.0%
27 positionsLocked2024Q2Jun 30
$229M▲ 4.6%
19 positionsLocked2024Q1Mar 31
$219M▲ 5.5%
19 positionsLocked2023Q4Dec 31
$208M▲ 9.8%
16 positionsLocked2023Q3Sep 30
$189M▼ 3.5%
16 positionsLocked
Showing 12 of 21