§ 13F · FUND PROFILE
Beacon Wealthcare LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $285M (13F)Positions · 24Turnover · — · Q1Filed · Apr 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$479K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Ttl Stk | 452K | $145M | 51.1% | −3% |
| 2 | IEF | iShs 7-10 ys Tsy | 413K | $39M | 13.9% | +2% |
| 3 | SCHR | Schwab Inter Tsy | 1.41M | $35M | 12.4% | +5% |
| 4 | VEU | Vanguard FTSE All | 262K | $20M | 6.9% | ±0% |
| 5 | SCHB | Schwb US Broad | 435K | $11M | 3.9% | −3% |
| 6 | SHY | iShs Lehman 1-3Tsy | 104K | $9M | 3.0% | +2% |
| 7 | VTEB | Vanguard Tx Ex Bd | 163K | $8M | 2.9% | +6% |
| 8 | SCHF | Schwab Intl Equity | 172K | $4M | 1.5% | −12% |
| 9 | BIL | SPDR Brcy1-3 Ser | 41K | $4M | 1.3% | +54% |
| 10 | AAPL | Apple | 6K | $1M | 0.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
Beacon Wealthcare LLC is a Other fund managing $285 million in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed