Beacon Wealthcare LLC

Q4 2025 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$291,209
Net value change ($000)
+6,560 (2.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/1/2025 Next filing: 4/1/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHR 1,820 5.7%
VTI 1,785 1.2%
IEF 1,285 3.4%
VEU 678 3.7%
SHY 393 4.9%
VTEB 288 3.8%
BIL 264 12.2%
SCHWAB STRATEGIC TRUST 139 3.0%
SCHB 120 1.0%
AAPL 49 3.2%
Top Reduces (Value $000, Stocks/ETFs)
VUG -190 -25.3%
MSFT -98 -13.2%
IVV -57 -11.2%
VGT -3 -1.1%
BND -3 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type