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Beacon Wealthcare LLC

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13F filer, CIK 1849336, RALEIGH, NC

Beacon Wealthcare LLC reported $291,209,423 across 24 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-06. Its ten largest share positions make up 97.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849336-26-000001

Period
2025-12-31
Reported value
$291M
Holdings
24
Top 10 weight
97.72%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHRadded+75,082$1.88M
IEFadded+14,578$1.4M
SHYadded+4,905$406K
BILadded+2,987$273K
VTEBadded+5,069$255K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTIreduced-4,630-$1.55M
VUGreduced-415-$202K
SCHBreduced-4,367-$115K
IVVreduced-100-$68.5K
AAPLreduced-201-$54.6K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001849336-26-000001, largest first. % of portfolio is the value over $291,209,423, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456,455 shares; 2025Q1: 462,848 shares; 2025Q2: 464,992 shares; 2025Q3: 469,994 shares; 2025Q4: 465,364 shares 465,364$156M53.58%-4,630Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389,776 shares; 2025Q1: 387,222 shares; 2025Q2: 384,364 shares; 2025Q3: 390,900 shares; 2025Q4: 405,478 shares 405,478$39M13.39%+14,578Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112,228 shares; 2025Q1: 1,167,272 shares; 2025Q2: 1,175,157 shares; 2025Q3: 1,270,563 shares; 2025Q4: 1,345,645 shares 1,345,645$33.7M11.59%+75,082Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,666 shares; 2025Q1: 249,683 shares; 2025Q2: 253,527 shares; 2025Q3: 259,443 shares; 2025Q4: 260,925 shares 260,925$19.2M6.59%+1,482Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459,209 shares; 2025Q1: 459,109 shares; 2025Q2: 453,641 shares; 2025Q3: 452,104 shares; 2025Q4: 447,737 shares 447,737$11.7M4.03%-4,367Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,661 shares; 2025Q1: 91,199 shares; 2025Q2: 93,080 shares; 2025Q3: 96,291 shares; 2025Q4: 101,196 shares 101,196$8.38M2.88%+4,905Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,957 shares; 2025Q1: 134,388 shares; 2025Q2: 142,151 shares; 2025Q3: 149,567 shares; 2025Q4: 154,636 shares 154,636$7.78M2.67%+5,069Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187,580 shares; 2025Q1: 199,611 shares; 2025Q2: 199,848 shares; 2025Q3: 196,602 shares; 2025Q4: 196,171 shares 196,171$4.72M1.62%-431Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,519 shares; 2025Q1: 39,529 shares; 2025Q2: 32,869 shares; 2025Q3: 23,606 shares; 2025Q4: 26,593 shares 26,593$2.43M0.83%+2,987Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,046 shares; 2025Q1: 5,051 shares; 2025Q2: 5,108 shares; 2025Q3: 6,016 shares; 2025Q4: 5,815 shares 5,815$1.58M0.54%-201Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 586 shares; 2025Q2: 1,891 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares 1,799$1.13M0.39%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,366 shares 1,366$932K0.32%-6Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,356 shares; 2025Q1: 10,356 shares; 2025Q2: 8,954 shares; 2025Q3: 8,844 shares; 2025Q4: 8,844 shares 8,844$655K0.22%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,300 shares; 2025Q2: 1,330 shares; 2025Q3: 1,431 shares; 2025Q4: 1,330 shares 1,330$643K0.22%-101Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,150 shares 1,150$561K0.19%-415Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares 1,445$455K0.16%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 612 shares; 2025Q3: 762 shares; 2025Q4: 662 shares 662$453K0.16%-100Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares 1,581$314K0.11%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 397 shares; 2025Q3: 380 shares; 2025Q4: 373 shares 373$281K0.1%-7Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares 425$261K0.09%0Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares 4,210$257K0.09%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,158 shares; 2025Q1: 1,880 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 2,023 shares 2,023$243K0.08%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 887 shares 887$229K0.08%-13Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,889 shares; 2025Q1: not reported; 2025Q2: 8,889 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares 7,866$212K0.07%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001849336-26-000001 base2026-01-06acceptance time not in the bulk data set