Beacon Wealthcare LLC Portfolio Holdings

Beacon Wealthcare LLC

  • $265 Million
  • Q2 2025

Beacon Wealthcare LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $265 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $141M, Ishares Barclays with a value of $36.8M, Schwab Intermediate Term Us Tr with a value of $29.4M, Vanguard Ftse All World Ex Us with a value of $17M, and Schwab Strategic Tr Us Broad M with a value of $10.8M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $245M to 265M.

Beacon Wealthcare LLC is based out at Raleigh, NC

Below you can find more details about Beacon Wealthcare LLC portfolio as well as his latest detailed transactions.

Portfolio value $265 Million
ETFs: $263 Million
Technology: $1.71 Million
Energy: $218,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$141 Million 53.3% of portfolio
464,992
Q2 2025 Added 0.46%
$0
$36.8 Million 13.88% of portfolio
384,364
Q2 2025 Reduced 0.74%
$0
$29.4 Million 11.09% of portfolio
1,175,157
Q2 2025 Added 0.68%
$0
$17 Million 6.43% of portfolio
253,527
Q2 2025 Added 1.54%
$0
$10.8 Million 4.08% of portfolio
453,641
Q2 2025 Reduced 1.19%
$0
$7.71 Million 2.91% of portfolio
93,080
Q2 2025 Added 2.06%
$0
$6.97 Million 2.63% of portfolio
142,151
Q2 2025 Added 5.78%
$0
$4.42 Million 1.67% of portfolio
199,848
Q2 2025 Added 0.12%
$0
$3.02 Million 1.14% of portfolio
32,869
Q2 2025 Reduced 16.85%
$0
$1.07 Million 0.41% of portfolio
1,891
Q2 2025 Added 222.7%
$3.41T
$1.05 Million 0.4% of portfolio
5,108
Q2 2025 Added 1.13%
$0
$847,000 0.32% of portfolio
1,372
Q3 2024 Added 4.02%
$0
$686,000 0.26% of portfolio
1,565
Q3 2024 New
$3.8T
$661,000 0.25% of portfolio
1,330
Q2 2025 Added 2.31%
$0
$659,000 0.25% of portfolio
8,954
Q2 2025 Reduced 13.54%
$0
$412,000 0.16% of portfolio
1,445
Q3 2024 New
$0
$289,000 0.11% of portfolio
1,581
Q4 2024 Reduced 0.88%
$0
$263,000 0.1% of portfolio
397
Q2 2025 Added 6.43%
$0
$234,000 0.09% of portfolio
425
Q2 2025 New
$0
$243,000 0.09% of portfolio
4,210
Q3 2024 New
$450B
$218,000 0.08% of portfolio
2,023
Q2 2025 Added 7.61%
$0
$217,000 0.08% of portfolio
8,889
Q2 2025 New
$0
$213,000 0.08% of portfolio
900
Q2 2025 New
$0
$209,000 0.08% of portfolio
2,108
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $265 Million
  • Prior Value $245 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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