Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beacon Wealthcare LLC (CIK 1849336) reported $312.1M across 26 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($166.4M, 53.31%), IEF ($39.7M, 12.73%), SCHR ($35.5M, 11.36%), VEU ($21.9M, 7.02%), SCHB ($12.2M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Ttl Stk | $166.4M | 53.31% | 449,575 | Trimmed |
| 2 | IEF | iShs 7-10 ys Tsy | $39.7M | 12.73% | 419,938 | Added |
| 3 | SCHR | Schwab Inter Tsy | $35.5M | 11.36% | 1.4M | Added |
| 4 | VEU | Vanguard FTSE All | $21.9M | 7.02% | 261,507 | Trimmed |
| 5 | SCHB | Schwb US Broad | $12.2M | 3.90% | 419,941 | Trimmed |
| 6 | VTEB | Vanguard Tx Ex Bd | $9.1M | 2.92% | 180,362 | Added |
| 7 | SHY | iShs Lehman 1-3Tsy | $8.7M | 2.78% | 105,748 | Added |
| 8 | SCHF | Schwab Intl Equity | $4.7M | 1.52% | 171,168 | Trimmed |
| 9 | BIL | SPDR Brcy1-3 Ser | $4.1M | 1.31% | 44,472 | Added |
| 10 | AAPL | Apple | $1.7M | 0.54% | 5,780 | Hold |
| 11 | SPY | SPDR S&P 500 | $1.7M | 0.53% | 2,222 | Hold |
| 12 | VOO | Vanguard Indx | $1.2M | 0.40% | 1,799 | Hold |
| 13 | BND | Vanguard Bd Inx | $647,036 | 0.21% | 8,814 | Trimmed |
| 14 | VUG | Vanguard Indx Fd | $594,366 | 0.19% | 6,900 | Added |
| 15 | IVV | iShs Core S&P | $495,765 | 0.16% | 662 | Hold |
| 16 | MSFT | Microsoft | $499,474 | 0.16% | 1,339 | Added |
| 17 | VV | Vanguard Inx Lrg | $496,950 | 0.16% | 1,445 | Hold |
| 18 | QUAL | iShs MSCI USA | $346,919 | 0.11% | 1,581 | Hold |
| 19 | VGT | Vanguard Info Tech | $356,648 | 0.11% | 2,984 | Added |
| 20 | QQQ | Invesco QQQ Tr | $312,970 | 0.10% | 425 | Hold |
| 21 | EFA | iShs MSCI EAFE | $265,725 | 0.09% | 2,558 | Hold |
| 22 | OMFL | Invesco Rusl 1000 | $288,553 | 0.09% | 4,210 | Hold |
| 23 | XOM | Exxon Mobil | $284,241 | 0.09% | 2,079 | Added |
| 24 | VB | Vanguard Indx Fd | $268,867 | 0.09% | 887 | Hold |
| 25 | SCHX | Schwab Stratgc Tr | $231,503 | 0.07% | 7,866 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30