Beacon Wealthcare LLC

Q3 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
9/30/2026
Date filed
10/2/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$315,409
Net value change ($000)
+3,319 (1.1%)
New positions
6
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VEU 1,828 8.3%
SHY 1,259 14.5%
BIL 792 19.4%
VOO 367 29.7%
VIG 348 NEW
MSFT 314 62.9%
CAT 293 NEW
QTUM 279 NEW
NVDA 240 NEW
AAPL 235 14.0%
Top Reduces (Value $000, Stocks/ETFs)
IEF -1,265 -3.2%
SCHR -1,093 -3.1%
VTI -512 -0.3%
VTEB -278 -3.0%
BND -199 -30.8%
QQQ -37 -11.8%
VB -17 -6.3%
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