Beacon Wealthcare LLC - Portfolio Stock Holdings

Beacon Wealthcare LLC disclosed 31 stock positions in a recent SEC 13F filing. $315,020,804 of stock holdings were filed, with the largest holdings including VTI, IEF, and SCHR. This filing represented positions held on Sept. 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.