Latest Beacon Wealthcare LLC Stock Portfolio

About Beacon Wealthcare LLC and 13F Hedge Fund Stock Holdings

Beacon Wealthcare LLC is a hedge fund based in RALEIGH, NC. On 30-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $199.5 Millions. In it's latest 13F Holdings report, Beacon Wealthcare LLC reported an equity portfolio of $291.2 Millions as of 31 Dec, 2025.

The top stock holdings of Beacon Wealthcare LLC are VB, IJR, FNDA. The fund has invested 53.6% of it's portfolio in VANGUARD TTL STK and 13.4% of portfolio in ISHS 7-10 YS TSY.

They significantly reduced their stock positions in VANGUARD INDX GRW (VB), ISHS CORE S&P (IJR) and MICROSOFT (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to SPDR BRCY1-3 SER (BIL), SCHWAB INTER TSY (FNDA) and ISHS LEHMAN 1-3TSY (IJR).

Beacon Wealthcare LLC Annual Return Estimates Vs S&P 500

Performance

New Buys

No new stocks were added by Beacon Wealthcare LLC

Additions

Ticker	% Inc.
spdr brcy1-3 ser	12.65
schwab inter tsy	5.91
ishs lehman 1-3tsy	5.09
ishs 7-10 ys tsy	3.73
vanguard tx ex bd	3.39
vanguard ftse all	0.57

Additions to existing portfolio by Beacon Wealthcare LLC

Reductions

Ticker	% Reduced
vanguard indx grw	-26.52
ishs core s&p	-13.12
microsoft	-7.06
apple	-3.34
vanguard info tech	-1.84
vanguard indx fd	-1.44
vanguard ttl stk	-0.99
schwb us broad	-0.97

Beacon Wealthcare LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Beacon Wealthcare LLC

Sector Distribution

Sector	%
Others	99.1

Market Cap. Distribution

Category	%
UNALLOCATED	99.1

Stocks belong to which Index?

Index	%
Others	99.1

Top 5 Winners (%)		%
AAPL	apple	21.9 %
VAW	vanguard info tech	12.3 %
VB	vanguard indx grw	9.4 %
QQQ	invesco qqq tr	8.8 %
VB	vanguard ttl stk	7.9 %

Top 5 Winners ($)		$
VB	vanguard ttl stk	11.3 M
VEU	vanguard ftse all	1.1 M
FNDA	schwb us broad	0.9 M
AAPL	apple	0.3 M
IJR	ishs 7-10 ys tsy	0.3 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

Beacon Wealthcare LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Beacon Wealthcare LLC

Last Reported on: 06 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple	0.54	5,815	1,580,870	reduced	-3.34

BIL	spdr brcy1-3 ser	0.83	26,593	2,430,070	added	12.65

BIV	vanguard bd inx	0.22	8,844	655,098	unchanged	0.00

BSAE	invesco rusl 1000	0.09	4,210	257,357	unchanged	0.00

FNDA	schwab inter tsy	11.59	1,345,640	33,748,800	added	5.91

FNDA	schwb us broad	4.03	447,737	11,744,100	reduced	-0.97

FNDA	schwab intl equity	1.62	196,171	4,715,960	reduced	-0.22

FNDA	schwab stratgc tr	0.07	7,866	211,680	unchanged	0.00

IBCE	ishs msci usa	0.11	1,581	314,018	unchanged	0.00

IJR	ishs 7-10 ys tsy	13.39	405,478	38,990,800	added	3.73

IJR	ishs lehman 1-3tsy	2.88	101,196	8,381,050	added	5.09

IJR	ishs core s&p	0.16	662	453,430	reduced	-13.12

MSFT	microsoft	0.22	1,330	643,215	reduced	-7.06

QQQ	invesco qqq tr	0.09	425	261,082	unchanged	0.00

SPY	spde s&p 500	0.32	1,366	931,509	reduced	-0.44

VAW	vanguard info tech	0.10	373	281,160	reduced	-1.84

VB	vanguard ttl stk	53.58	465,364	156,023,000	reduced	-0.99

VB	vanguard indx	0.39	1,799	1,128,210	unchanged	0.00

VB	vanguard indx grw	0.19	1,150	561,039	reduced	-26.52

VB	vanguard inx lrg	0.16	1,445	454,886	unchanged	0.00