2026 Q2 Portfolio Activity
In 2026 Q2, Beacon Wealthcare LLC maintained a portfolio of 26 distinct positions. They heavily accumulated shares in Vanguard Tx Ex Bd, increasing the position by 10.5%.
Position History
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Total Positions
26
Quarter
2026 Q2
Top Holding
VTI (53.3%)
Top 10 Concentration
97.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-26 of 26
Beacon Wealthcare LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
Vanguard Ttl St...
|
ETF | 53.31% | 51.10% |
#1
Prev: #1
|
6.5 |
—
|
-2,096 | -0.5% |
P
S
|
449,575 | $166,360,880 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
IEF
iShs 7-10 ys Ts...
|
ETF | 12.73% | 13.90% |
#2
Prev: #2
|
6.0 |
—
|
6,950 | 1.7% |
P
S
|
419,938 | $39,713,537 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
SCHR
Schwab Inter Ts...
|
ETF | 11.36% | 12.38% |
#3
Prev: #3
|
5.5 |
—
|
28,211 | 2.0% |
P
S
|
1,437,622 | $35,451,748 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
VEU
Vanguard FTSE A...
|
ETF | 7.02% | 6.94% |
#4
Prev: #4
|
3.8 |
—
|
-647 | -0.2% |
P
S
|
261,507 | $21,901,211 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
SCHB
Schwb US Broad
|
ETF | 3.90% | 3.85% |
#5
Prev: #5
|
2.6 |
—
|
-14,986 | -3.4% |
P
S
|
419,941 | $12,161,487 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
VTEB
Vanguard Tx Ex ...
|
ETF | 2.92% | 2.87% |
#6
1
Prev: #7
|
3.2 |
—
|
17,181 | 10.5% |
P
S
|
180,362 | $9,122,710 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
SHY
iShs Lehman 1-3...
|
ETF | 2.78% | 3.01% |
#7
1
Prev: #6
|
1.6 |
—
|
2,229 | 2.2% |
P
S
|
105,748 | $8,682,968 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
SCHF
Schwab Intl Equ...
|
ETF | 1.52% | 1.50% |
#8
Prev: #8
|
1.1 |
—
|
-866 | -0.5% |
P
S
|
171,168 | $4,741,347 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
BIL
SPDR Brcy1-3 Se...
|
ETF | 1.31% | 1.33% |
#9
Prev: #9
|
2.5 |
—
|
3,434 | 8.4% |
P
S
|
44,472 | $4,075,414 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
AAPL
Apple
|
Technology | 0.54% | 0.52% |
#10
Prev: #10
|
1.2 |
—
|
no change | no change |
P
S
|
5,780 | $1,672,501 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
SPY
SPDR S&P 500
|
ETF | 0.53% | 0.51% |
#11
Prev: #11
|
1.2 |
—
|
no change | no change |
P
S
|
2,222 | $1,659,338 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
VOO
Vanguard Indx
|
ETF | 0.40% | 0.38% |
#12
Prev: #12
|
1.2 |
—
|
no change | no change |
P
S
|
1,799 | $1,235,571 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
BND
Vanguard Bd Inx
|
ETF | 0.21% | 0.23% |
#13
Prev: #13
|
0.6 |
—
|
-31 | -0.4% |
P
S
|
8,814 | $647,036 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
VUG
Vanguard Indx F...
|
ETF | 0.19% | 0.18% |
#14
Prev: #14
|
3.1 |
—
|
5,750 | 500.0% |
P
S
|
6,900 | $594,366 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
MSFT
Microsoft
|
Technology | 0.16% | 0.17% |
#15
Prev: #15
|
0.6 |
—
|
9 | 0.7% |
P
S
|
1,339 | $499,474 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
VV
Vanguard Inx Lr...
|
ETF | 0.16% | 0.15% |
#16
1
Prev: #17
|
1.1 |
—
|
no change | no change |
P
S
|
1,445 | $496,950 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
IVV
iShs Core S&P
|
ETF | 0.16% | 0.15% |
#17
1
Prev: #16
|
1.1 |
—
|
no change | no change |
P
S
|
662 | $495,765 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
VGT
Vanguard Info T...
|
ETF | 0.11% | 0.09% |
#18
2
Prev: #20
|
3.0 |
—
|
2,611 | 700.0% |
P
S
|
2,984 | $356,648 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
QUAL
iShs MSCI USA
|
ETF | 0.11% | 0.11% |
#19
Prev: #19
|
1.0 |
—
|
no change | no change |
P
S
|
1,581 | $346,919 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
QQQ
Invesco QQQ Tr
|
ETF | 0.10% | 0.09% |
#20
3
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
425 | $312,970 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
OMFL
Invesco Rusl 10...
|
ETF | 0.09% | 0.09% |
#21
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
4,210 | $288,553 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
XOM
Exxon Mobil
|
Energy | 0.09% | 0.12% |
#22
4
Prev: #18
|
0.5 |
—
|
56 | 2.8% |
P
S
|
2,079 | $284,241 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
VB
Vanguard Indx F...
|
ETF | 0.09% | 0.08% |
#23
1
Prev: #24
|
1.0 |
—
|
no change | no change |
P
S
|
887 | $268,867 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
EFA
iShs MSCI EAFE
|
ETF | 0.09% | 0.09% |
#24
2
Prev: #22
|
1.0 |
—
|
no change | no change |
P
S
|
2,558 | $265,725 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
SCHX
Schwab Stratgc ...
|
ETF | 0.07% | 0.07% |
#25
1
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
7,866 | $231,503 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-07-01 | |||
|
DUK
Duke Energy
|
Utilities | 0.07% | 0.08% |
#26
1
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
1,757 | $222,464 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-01 |
Showing 1-26 of 26 holdings