Beacon Wealthcare LLC - Portfolio Stock Holdings
Beacon Wealthcare LLC disclosed 26 stock positions in a recent SEC 13F filing. $312,089,983 of stock holdings were filed, with the largest holdings including VTI, IEF, and SCHR. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $308,321,846 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
26Est. Stock Holding Value:
$312,089,983Top Stock Holdings By Sector
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Portfolio Stock Holdings - Beacon Wealthcare LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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