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Beacon Wealthcare LLC

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13F filer, CIK 1849336, RALEIGH, NC

Beacon Wealthcare LLC reported $283,551,051 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-01. Its ten largest share positions make up 97.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001849336-26-000002

Period
2026-03-31
Reported value
$284M
Holdings
26
Top 10 weight
97.41%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHRadded+63,766$1.59M
BILadded+14,445$1.32M
IEFadded+7,510$717K
SPYadded+856$557K
VTEBadded+8,545$426K

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-13,693-$4.39M
SCHFreduced-24,137-$597K
SCHBreduced-12,810-$322K
AAPLreduced-35-$8.88K

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, Q1 2026

Share positions as resolved from 13F-HR 0001849336-26-000002, largest first. % of portfolio is the value over $283,551,051, 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; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 456,455 shares; 2025Q1: 462,848 shares; 2025Q2: 464,992 shares; 2025Q3: 469,994 shares; 2025Q4: 465,364 shares; 2026Q1: 451,671 shares 451,671$145M51.1%-13,693Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 389,776 shares; 2025Q1: 387,222 shares; 2025Q2: 384,364 shares; 2025Q3: 390,900 shares; 2025Q4: 405,478 shares; 2026Q1: 412,988 shares 412,988$39.4M13.9%+7,510Timeline
SCHRSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,409,411 shares 1,409,411$35.1M12.38%+63,766Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 244,666 shares; 2025Q1: 249,683 shares; 2025Q2: 253,527 shares; 2025Q3: 259,443 shares; 2025Q4: 260,925 shares; 2026Q1: 262,154 shares 262,154$19.7M6.94%+1,229Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 459,209 shares; 2025Q1: 459,109 shares; 2025Q2: 453,641 shares; 2025Q3: 452,104 shares; 2025Q4: 447,737 shares; 2026Q1: 434,927 shares 434,927$10.9M3.85%-12,810Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 89,661 shares; 2025Q1: 91,199 shares; 2025Q2: 93,080 shares; 2025Q3: 96,291 shares; 2025Q4: 101,196 shares; 2026Q1: 103,519 shares 103,519$8.55M3.01%+2,323Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 137,957 shares; 2025Q1: 134,388 shares; 2025Q2: 142,151 shares; 2025Q3: 149,567 shares; 2025Q4: 154,636 shares; 2026Q1: 163,181 shares 163,181$8.14M2.87%+8,545Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 187,580 shares; 2025Q1: 199,611 shares; 2025Q2: 199,848 shares; 2025Q3: 196,602 shares; 2025Q4: 196,171 shares; 2026Q1: 172,034 shares 172,034$4.26M1.5%-24,137Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,519 shares; 2025Q1: 39,529 shares; 2025Q2: 32,869 shares; 2025Q3: 23,606 shares; 2025Q4: 26,593 shares; 2026Q1: 41,038 shares 41,038$3.76M1.33%+14,445Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,046 shares; 2025Q1: 5,051 shares; 2025Q2: 5,108 shares; 2025Q3: 6,016 shares; 2025Q4: 5,815 shares; 2026Q1: 5,780 shares 5,780$1.47M0.52%-35Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,372 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,366 shares; 2026Q1: 2,222 shares 2,222$1.45M0.51%+856Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 553 shares; 2025Q1: 586 shares; 2025Q2: 1,891 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares 1,799$1.07M0.38%0Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,356 shares; 2025Q1: 10,356 shares; 2025Q2: 8,954 shares; 2025Q3: 8,844 shares; 2025Q4: 8,844 shares; 2026Q1: 8,845 shares 8,845$651K0.23%+1Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,565 shares; 2025Q1: 1,565 shares; 2025Q2: 1,565 shares; 2025Q3: 1,565 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150$502K0.18%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,270 shares; 2025Q1: 1,300 shares; 2025Q2: 1,330 shares; 2025Q3: 1,431 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares 1,330$492K0.17%0Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 612 shares; 2025Q3: 762 shares; 2025Q4: 662 shares; 2026Q1: 662 shares 662$432K0.15%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,445 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,445 shares 1,445$432K0.15%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,158 shares; 2025Q1: 1,880 shares; 2025Q2: 2,023 shares; 2025Q3: 2,023 shares; 2025Q4: 2,023 shares; 2026Q1: 2,023 shares 2,023$343K0.12%0Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,581 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,581 shares 1,581$303K0.11%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 397 shares; 2025Q3: 380 shares; 2025Q4: 373 shares; 2026Q1: 373 shares 373$260K0.09%0Timeline
OMFLINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,210 shares; 2025Q1: 4,210 shares; 2025Q2: 4,210 shares; 2025Q3: 4,210 shares; 2025Q4: 4,210 shares; 2026Q1: 4,210 shares 4,210$253K0.09%0Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,558 shares 2,558$248K0.09%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 425 shares; 2025Q1: not reported; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425$245K0.09%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 887 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 887 shares; 2026Q1: 887 shares 887$232K0.08%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,757 shares 1,757$230K0.08%newTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,889 shares; 2025Q1: not reported; 2025Q2: 8,889 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares; 2026Q1: 7,866 shares 7,866$202K0.07%0Timeline

How Q1 2026 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 0001849336-26-000002 base2026-04-01acceptance time not in the bulk data set