Beacon Wealthcare LLC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 315,409
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/2/2026 | 32 | 315,409 | 13F-HR | Beacon Wealthcare LLC |
| Q2 2026 | 7/1/2026 | 26 | 312,090 | 13F-HR | Beacon Wealthcare LLC |
| Q1 2026 | 4/1/2026 | 26 | 283,551 | 13F-HR | Beacon Wealthcare LLC |
| Q4 2025 | 1/6/2026 | 24 | 291,209 | 13F-HR | Beacon Wealthcare LLC |
| Q3 2025 | 10/1/2025 | 24 | 284,649 | 13F-HR | Beacon Wealthcare LLC |
| Q2 2025 | 7/8/2025 | 25 | 265,173 | 13F-HR | Beacon Wealthcare LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.095 K | 1.3% | 1.417 K | 0 | 1.417 K |
| ETFs | 311.3 K | 98.7% | 1.898 K | 0 | 1.898 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/2/2026
Total value ($000)
315,409
Holdings
32
QoQ value change ($000)
3,319
(1.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.