13F Filings History of Beacon Wealthcare LLC

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$291,209,423
Signature - Title
Patricia Hall - CCO
Location
Raleigh, NC
Summary
This page shows a list of all the recent 13F filings made by Beacon Wealthcare LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beacon Wealthcare LLC reported 24 stock holdings with total value $291,209,423 as of Q4 2025. Top holdings included VTI, IEF, SCHR, VEU, and SCHB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $291,209,423 +$4,327,997 -$2,064,374 +$2,263,623 VTI, IEF, SCHR, VEU, SCHB 13F-HR 06 Jan 2026, 12:53
Q3 2025 24 $284,649,263 +$6,113,362 -$1,278,237 +$4,835,125 VTI, IEF, SCHR, VEU, SCHB 13F-HR 01 Oct 2025, 12:23
Q2 2025 25 $265,172,767 +$3,328,013 -$1,343,561 +$1,984,452 VTI, IEF, SCHR, VEU, SCHB 13F-HR 08 Jul 2025, 14:35
Q1 2025 22 $245,850,466 +$5,518,318 -$1,271,521 +$4,246,797 VTI, IEF, SCHR, VEU, SCHB 13F-HR 02 Apr 2025, 13:04
Q4 2024 25 $246,515,304 +$24,752,548 -$2,653,996 +$22,098,552 VTI, IEF, SCHR, VEU, SCHB 13F-HR 03 Jan 2025, 15:25
Q3 2024 27 $247,848,123 +$7,756,182 -$1,416,184 +$6,339,998 VTI, IEF, SCHR, VEU, SCHB 13F-HR 08 Oct 2024, 14:42
Q2 2024 19 $229,393,338 +$7,688,842 -$852,653 +$6,836,189 VTI, IEF, SCHR, VEU, SCHB 13F-HR 03 Jul 2024, 14:47
Q1 2024 19 $219,283,085 +$5,225,654 -$4,584,110 +$641,544 VTI, IEF, SCHR, VEU, SCHB 13F-HR 12 Apr 2024, 15:44
Q4 2023 16 $207,859,499 +$13,395,110 -$11,253,952 +$2,141,158 VTI, IEF, SCHR, VEU, SCHB 13F-HR 05 Jan 2024, 16:02
Q3 2023 16 $189,253,583 +$3,105,061 -$2,229,490 +$875,571 VTI, IEF, SCHR, VEU, SCHB 13F-HR 10 Oct 2023, 10:45
Q2 2023 16 $196,075,230 +$8,046,153 -$10,223,274 -$2,177,121 VTI, IEF, SCHR, VEU, SCHB 13F-HR 11 Jul 2023, 15:30
Q1 2023 15 $191,328,793 +$4,838,927 -$1,012,704 +$3,826,223 VTI, IEF, SCHR, VEU, SCHB 13F-HR 06 Apr 2023, 15:10
Q4 2022 15 $178,048,208 +$6,487,952 -$5,547,138 +$940,814 VTI, IEF, SCHR, VEU, SCHB 13F-HR 10 Feb 2023, 15:30
Q3 2022 11 $169,849,000 +$2,478,886 -$3,621,773 -$1,142,887 VTI, IEF, SCHR, VEU, BIL 13F-HR 04 Oct 2022, 10:39
Q2 2022 11 $180,879,000 +$6,238,685 -$3,873,225 +$2,365,460 VTI, IEF, SCHR, VEU, BIL 13F-HR 01 Jul 2022, 14:00
Q1 2022 12 $202,952,000 +$4,887,032 -$6,809,067 -$1,922,035 VTI, IEF, SCHR, VEU, BIL 13F-HR 05 Apr 2022, 14:05
Q4 2021 13 $219,838,000 +$4,760,444 -$1,822,973 +$2,937,471 VTI, IEF, VEU, SCHR, SCHB 13F-HR 07 Jan 2022, 14:09
Q3 2021 11 $207,092,000 +$8,143,142 -$2,038,927 +$6,104,215 VTI, IEF, VEU, SCHR, BIL 13F-HR 05 Oct 2021, 11:50
Q2 2021 14 $201,985,000 +$5,160,450 -$374,359 +$4,786,091 VTI, IEF, VEU, SCHR, BIL 13F-HR 02 Jul 2021, 14:21
Q1 2021 11 $187,230,000 $0 $0 $0 VTI, IEF, VEU, SCHR, BIL 13F-HR 06 Apr 2021, 14:09