Beacon Wealthcare LLC ETF holdings
Raleigh, NC
Reported $309.4M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$309.4M
ETFs held
22
Change from prior quarter
+10.1%
With price moves
ETFs as a share of its 13F
99.1%
of $312.1M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $166.4M | 449,575 | −2,096 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $39.7M | 419,938 | +6,950 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $35.5M | 1,437,622 | +28,211 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $21.9M | 261,507 | −647 shares |
| SCHB | Schwab U.S. Broad Market ETF | $12.2M | 419,941 | −14,986 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $9.1M | 180,362 | +17,181 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $8.7M | 105,748 | +2,229 shares |
| SCHF | Schwab International Equity ETF | $4.7M | 171,168 | −866 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $4.1M | 44,472 | +3,434 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.7M | 2,222 | No change |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001849336. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beacon Wealthcare LLC own?
Beacon Wealthcare LLC reported 22 ETF positions worth $309.4M in its Form 13F for June 30, 2026. The largest was VTI, at $166.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.