Beacon Wealthcare LLC

Q2 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
6/30/2026
Date filed
7/1/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$312,090
Net value change ($000)
+28,539 (10.1%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 21,461 14.8%
VEU 2,213 11.2%
SCHB 1,244 11.4%
VTEB 982 12.1%
SCHWAB STRATEGIC TRUST 483 11.3%
SCHR 344 1.0%
BIL 314 8.3%
IEF 298 0.8%
SPY 214 14.8%
AAPL 206 14.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -59 -17.2%
DUK -8 -3.5%
BND -4 -0.6%
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