Beacon Wealthcare LLC
All 13F Filings
- Location
- Raleigh, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 283,551
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.532 K | 0.9% | 65 | 0 | 65 |
| ETFs | 281 K | 99.1% | 0 | 7.726 K | -7.726 K |
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Fund Snapshot
Q1 2026
Latest filed
4/1/2026
Total value ($000)
283,551
Holdings
26
QoQ value change ($000)
-7,658
(-2.6%)
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.