Beacon Wealthcare LLC - Portfolio overview

Beacon Wealthcare LLC has 26 reported holdings in this dataset, with the latest filing dated 2026-04-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VTI - Vanguard Ttl Stk, 51.10%
2. IEF - iShs 7-10 ys Tsy, 13.90%
3. SCHR - Schwab Inter Tsy, 12.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.