Beacon Wealthcare LLC
CIK: 1849336SEC EDGAR →
Portfolio Value
$139.0B
Holdings
32
As of
Q3 2026
New Positions
6
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 430,508 | $38.4B | 27.67% |
| 2 | SCHWAB STRATEGIC TR | 1,449,762 | $34.4B | 24.72% |
| 3 | VANGUARD INTL EQUITY INDEX F | 285,999 | $23.7B | 17.07% |
| 4 | SCHWAB STRATEGIC TR | 416,101 | $12.2B | 8.78% |
| 5 | ISHARES TR | 122,440 | $9.9B | 7.15% |
| 6 | VANGUARD MUN BD FDS | 186,761 | $8.8B | 6.36% |
| 7 | SPDR SERIES TRUST | 53,110 | $4.9B | 3.50% |
| 8 | SCHWAB STRATEGIC TR | 175,154 | $4.8B | 3.46% |
| 9 | VANGUARD INDEX FDS | 6,900 | $621.8M | 0.45% |
| 10 | VANGUARD BD INDEX FDS | 6,391 | $448.3M | 0.32% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 23 | $139.0B | 100.0% |
| Healthcare | 1 | $3.9M | 0.0% |
| Technology | 3 | $3.0M | 0.0% |
| Unknown | 2 | $480K | 0.0% |
| Utilities | 1 | $449K | 0.0% |
| Energy | 1 | $388K | 0.0% |
| Industrials | 1 | $293K | 0.0% |