§ 13F · FUND PROFILE
Beacon Wealthcare LLC.
AUM · $312M (13F)Positions · 26Turnover · n/a · Q2Filed · Jul 1, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Ttl Stk | 450K | $166M | 53.3% | ±0% |
| 2 | IEF | iShs 7-10 ys Tsy | 420K | $40M | 12.7% | +2% |
| 3 | SCHR | Schwab Inter Tsy | 1.44M | $35M | 11.4% | +2% |
| 4 | VEU | Vanguard FTSE All | 262K | $22M | 7.0% | ±0% |
| 5 | SCHB | Schwb US Broad | 420K | $12M | 3.9% | −3% |
| 6 | VTEB | Vanguard Tx Ex Bd | 180K | $9M | 2.9% | +11% |
| 7 | SHY | iShs Lehman 1-3Tsy | 106K | $9M | 2.8% | +2% |
| 8 | SCHF | Schwab Intl Equity | 171K | $5M | 1.5% | ±0% |
| 9 | BIL | SPDR Brcy1-3 Ser | 44K | $4M | 1.3% | +8% |
| 10 | AAPL | Apple | 6K | $2M | 0.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
Beacon Wealthcare LLC is a Other fund managing $312 million in assets. The fund runs a focused portfolio of just 26 positions.
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