§ 13F · FUND PROFILE
Beacon Wealthcare LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $265.2T (13F)Positions · 25Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Ttl Stk | 465K | $156.0T | 53.6% | −1% |
| 2 | IEF | iShs 7-10 ys Tsy | 405K | $39.0T | 13.4% | +4% |
| 3 | SCHR | Schwab Inter Tsy | 1.35M | $33.7T | 11.6% | +6% |
| 4 | VEU | Vanguard FTSE All | 261K | $19.2T | 6.6% | +1% |
| 5 | SCHB | Schwb US Broad | 448K | $11.7T | 4.0% | −1% |
| 6 | SHY | iShs Lehman 1-3Tsy | 101K | $8.4T | 2.9% | +5% |
| 7 | VTEB | Vanguard Tx Ex Bd | 155K | $7.8T | 2.7% | +3% |
| 8 | SCHF | Schwab Intl Equity | 196K | $4.7T | 1.6% | ±0% |
| 9 | BIL | SPDR Brcy1-3 Ser | 27K | $2.4T | 0.8% | +13% |
| 10 | AAPL | Apple | 6K | $1.6T | 0.5% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
Beacon Wealthcare LLC is a Other fund managing $265172.8 trillion in assets. The fund runs a focused portfolio of just 25 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed