Beacon Wealthcare LLC

Q1 2026 13F-HR Holdings

Location
Raleigh, NC
Holdings as of
3/31/2026
Date filed
4/1/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$283,551
Net value change ($000)
-7,658 (-2.6%)
New positions
2
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 1,359 4.0%
BIL 1,331 54.8%
SPY 513 55.0%
VEU 494 2.6%
IEF 425 1.1%
VTEB 364 4.7%
EFA 248 NEW
DUK 230 NEW
SHY 167 2.0%
XOM 100 41.2%
Top Reduces (Value $000, Stocks/ETFs)
VTI -11,123 -7.1%
SCHB -827 -7.0%
SCHWAB STRATEGIC TRUST -458 -9.7%
MSFT -151 -23.5%
AAPL -114 -7.2%
VUG -59 -10.5%
VOO -53 -4.7%
VV -23 -5.1%
IVV -21 -4.6%
VGT -21 -7.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type