Data as of Q4 2025 (Dec 31, 2025)

Beacon Wealthcare LLC

•CIK: 1849336•Filing: Q4 2025

**Beacon Wealthcare LLC** manages $291M across a diversified portfolio of 24 positions. The strategy shows a significant allocation to broad market equity exposure, led by VTI at $156.0M. Notable holdings include fixed income plays such as IEF ($39.0M) and SCHR ($33.7M), alongside international exposure via VEU ($19.2M). The top ten positions account for substantial capital deployment, indicating a core focus on established, liquid market indices.

Total AUM
$291.2M
QoQ Performance
+2.3%
Positions
24
Top 10 Concentration
97.7%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
IEF
SCHR
VEU
VTI53.6%
IEF13.4%
SCHR11.6%
VEU6.6%
SCHB4.0%
SHY2.9%
VTEB2.7%
SCHF1.6%

📈 Biggest Buys

SCHR
Schwab Inter Tsy
+5.9%
11.6% of portfolio
IEF
iShs 7-10 ys Tsy
+3.7%
13.4% of portfolio
SHY
iShs Lehman 1-3Tsy
+5.1%
2.9% of portfolio
BIL
SPDR Brcy1-3 Ser
+12.7%
0.8% of portfolio
VTEB
Vanguard Tx Ex Bd
+3.4%
2.7% of portfolio

📉 Biggest Sells

VTI
Vanguard Ttl Stk
-1.0%
53.6% of portfolio
VUG
Vanguard Indx Grw
-26.5%
0.2% of portfolio
SCHB
Schwb US Broad
-1.0%
4.0% of portfolio
IVV
iShs Core S&P
-13.1%
0.2% of portfolio
AAPL
Apple
-3.3%
0.5% of portfolio

Sector Breakdown

Other98.3%
ETF0.9%
Technology0.8%
Energy0.1%

Changes from Q3 2025

↑6 increased
↓10 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI53.6%
Vanguard Ttl Stk
$156.0M
IEF13.4%
iShs 7-10 ys Tsy
$39.0M
SCHR11.6%
Schwab Inter Tsy
$33.7M
VEU6.6%
Vanguard FTSE All
$19.2M
SCHB4.0%
Schwb US Broad
$11.7M

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