Beacon Wealthcare LLC
Portfolio value QoQ: +1.1% 13F does not disclose cash
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2026: 0.87% Est. buys $7,959,842 · sells $2,737,978
Median holding: 7.0 quarters Tracked Q1 2025–Q3 2026 · 97.0% still held
Sector breakdown
Full portfolio 32 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $165,848,975 | 52.58% | 443,162 | $-511,905 | Down ×4 | ||
| IEF | $38,448,669 | 12.19% | 430,508 | $-1,264,868 | Up ×5 | ||
| SCHR | $34,359,368 | 10.89% | 1,449,762 | $-1,092,380 | Up ×6 | ||
| VEU | $23,729,337 | 7.52% | 285,999 | $1,828,126 | Up ×1 | ||
| SCHB | $12,195,932 | 3.87% | 416,101 | $34,445 | Down ×6 | ||
| SHY | $9,942,108 | 3.15% | 122,440 | $1,259,140 | Up ×6 | ||
| VTEB | $8,845,009 | 2.80% | 186,761 | $-277,701 | Up ×6 | ||
| BIL | $4,867,000 | 1.54% | 53,110 | $791,586 | Up ×4 | ||
| SCHF | $4,811,474 | 1.53% | 175,154 | $70,127 | Up ×1 | ||
| AAPL | $1,907,887 | 0.60% | 5,729 | $235,386 | Down ×1 | ||
| SPY | $1,696,112 | 0.54% | 2,224 | $36,774 | Up ×1 | ||
| VOO | $1,602,900 | 0.51% | 2,287 | $367,329 | Up ×1 | ||
| MSFT | $813,142 | 0.26% | 1,585 | $313,668 | Up ×2 | ||
| VUG | $621,759 | 0.20% | 6,900 | $27,393 | |||
| VV | $508,423 | 0.16% | 1,445 | $11,473 | |||
| IVV | $506,993 | 0.16% | 662 | $11,228 | |||
| DUK | $449,142 | 0.14% | 3,939 | $226,678 | Up ×1 | ||
| BND | $448,329 | 0.14% | 6,391 | $-198,707 | Down ×2 | ||
| XOM | $387,833 | 0.12% | 2,383 | $103,592 | Up ×2 | ||
| VGT | $374,999 | 0.12% | 2,984 | $18,351 | |||
| QUAL | $351,361 | 0.11% | 1,581 | $4,442 | |||
| VIG | $348,099 | 0.11% | 1,492 | Up ×1 | |||
| OMFL | $293,479 | 0.09% | 4,210 | $4,926 | |||
| CAT | $293,181 | 0.09% | 362 | Up ×1 | |||
| QTUM | $279,132 | 0.09% | 1,841 | Up ×1 | |||
| QQQ | $275,934 | 0.09% | 373 | $-37,036 | Down ×1 | ||
| EFA | $265,751 | 0.08% | 2,558 | $26 | |||
| VB | $252,343 | 0.08% | 887 | $-16,524 | |||
| NVDA | $240,058 | 0.08% | 1,051 | Up ×1 | |||
| SCHX | $235,987 | 0.07% | 7,866 | $4,484 | |||
| GLD | $204,130 | 0.06% | 536 | Up ×1 | |||
| AEON | $3,857 | 0.00% | 12,856 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VEU | Bought more | +24K | +$1.8M |
| IEF | Bought more | +11K | -$1.3M |
| SHY | Bought more | +17K | +$1.3M |
| SCHR | Bought more | +12K | -$1.1M |
| BIL | Bought more | +9K | +$792K |
| VTI | Trimmed | -6K | -$512K |
| VOO | Bought more | +488 | +$367K |
| MSFT | Bought more | +246 | +$314K |
| VTEB | Bought more | +6K | -$278K |
| AAPL | Trimmed | -51 | +$235K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.