13F Insight
DOSSIER · 13F-HR · Q3 2026

Beacon Wealthcare LLC

$315M in tracked AUM across 32 positions as of Q3 2026.

BW
CIK 0001849336 · last filed Sep 30, 2026
Total AUM
$315M
as of Q3 2026
Holdings
32
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Beacon Wealthcare LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$166M443K52.6%02
IEF
ISHARES TR
$38M431K12.2%03
SCHR
SCHWAB STRATEGIC TR
$34M1.4M10.9%04
VEU
VANGUARD INTL EQUITY INDEX F
$24M286K7.5%05
SCHB
SCHWAB STRATEGIC TR
$12M416K3.9%06
SHY
ISHARES TR
$10M122K3.2%07
VTEB
VANGUARD MUN BD FDS
$9M187K2.8%08
BIL
SPDR SERIES TRUST
$5M53K1.5%09
SCHF
SCHWAB STRATEGIC TR
$5M175K1.5%10
AAPL
APPLE INC
$2M6K0.6%

Filing history

2026Q3Sep 30
$315M▲ 1.1%
32 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 22