Beacon Wealthcare
Beacon Wealthcare reported 32 stocks worth $315M in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are VTI (52.6%), IEF (12.2%) and SCHR (10.9%). Compared with Q2 2026, the fund opened new positions in VIG, CAT and QTUM, added to IEF, SCHR and VEU and trimmed VTI, SCHB and AAPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $166M | 52.6% | 443K | −6,413 (−1%) | 8 of 8 | |
| 2 |  IEF Ishares TR | $38.4M | 12.2% | 431K | +11K (+3%) | 8 of 8 | |
| 3 |  SCHR Schwab Strategic TR | $34.4M | 10.9% | 1.4M | +12K (+1%) | 8 of 8 | |
| 4 |  VEU Vanguard Intl Equity Index F | $23.7M | 7.5% | 286K | +24K (+9%) | 8 of 8 | |
| 5 |  SCHB Schwab US Broad Market ETF | $12.2M | 3.9% | 416K | −3,840 (−1%) | 8 of 8 | |
| 6 |  SHY Ishares 1-3 Year Treasry | $9.9M | 3.1% | 122K | +17K (+16%) | 8 of 8 | |
| 7 |  VTEB Vanguard Mun BD Fds | $8.8M | 2.8% | 187K | +6,399 (+4%) | 8 of 8 | |
| 8 |  BIL ST Stert Spdr Blmbg 1 3 | $4.9M | 1.5% | 53K | +8,638 (+19%) | 8 of 8 | |
| 9 |  SCHF Schwab International | $4.8M | 1.5% | 175K | +3,986 (+2%) | 8 of 8 | |
| 10 |  AAPL Apple Inc | $1.9M | 0.6% | 5,729 | −51 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beacon Wealthcare 13F FAQ
What does Beacon Wealthcare own?
Beacon Wealthcare reported 32 stocks worth $315M in its 13F filing for Q3 2026, filed Oct 2, 2026. Its largest holdings are VTI (52.6%), IEF (12.2%) and SCHR (10.9%). The table above lists every position in the filing (the top 10 without an account).
What did Beacon Wealthcare buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 11 added to, 5 trimmed and 0 sold out. New positions include VIG, CAT and QTUM.
When will Beacon Wealthcare file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Beacon Wealthcare's portfolio worth?
The Q3 2026 filing reports $315M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.