Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Beacon Wealthcare LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Beacon Wealthcare LLC 13F Holdings (2026-03-31)
Creator: ko.io

Beacon Wealthcare LLC (CIK 1849336) reported $283.6M across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($144.9M, 51.10%), IEF ($39.4M, 13.90%), SCHR ($35.1M, 12.38%), VEU ($19.7M, 6.94%), SCHB ($10.9M, 3.85%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	VTI	Vanguard Ttl Stk	$144.9M	51.10%	451,671	Trimmed
2	IEF	iShs 7-10 ys Tsy	$39.4M	13.90%	412,988	Added
3	SCHR	Schwab Inter Tsy	$35.1M	12.38%	1.4M	Added
4	VEU	Vanguard FTSE All	$19.7M	6.94%	262,154	Added
5	SCHB	Schwb US Broad	$10.9M	3.85%	434,927	Trimmed
6	SHY	iShs Lehman 1-3Tsy	$8.5M	3.01%	103,519	Added
7	VTEB	Vanguard Tx Ex Bd	$8.1M	2.87%	163,181	Added
8	SCHF	Schwab Intl Equity	$4.3M	1.50%	172,034	Trimmed
9	BIL	SPDR Brcy1-3 Ser	$3.8M	1.33%	41,038	Added
10	AAPL	Apple	$1.5M	0.52%	5,780	Trimmed
11	SPY	SPDR S&P 500	$1.4M	0.51%	2,222	Added
12	VOO	Vanguard Indx	$1.1M	0.38%	1,799	Hold
13	BND	Vanguard Bd Inx	$651,309	0.23%	8,845	Added
14	VUG	Vanguard Indx Fd	$502,309	0.18%	1,150	Hold
15	MSFT	Microsoft	$492,326	0.17%	1,330	Hold
16	IVV	iShs Core S&P	$432,425	0.15%	662	Hold
17	VV	Vanguard Inx Lrg	$431,838	0.15%	1,445	Hold
18	XOM	Exxon Mobil	$343,222	0.12%	2,023	Hold
19	QUAL	iShs MSCI USA	$303,252	0.11%	1,581	Hold
20	EFA	iShs MSCI EAFE	$248,459	0.09%	2,558	New
21	OMFL	Invesco Rusl 1000	$253,105	0.09%	4,210	Hold
22	QQQ	Invesco QQQ Tr	$245,302	0.09%	425	Hold
23	VGT	Vanguard Info Tech	$260,250	0.09%	373	Hold
24	VB	Vanguard Indx Fd	$232,323	0.08%	887	Hold
25	DUK	Duke Energy	$230,126	0.08%	1,757	New

Source: SEC Form 13F filings · as of 2026-03-31