Beacon Wealthcare LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 1, 2025
Value $
$285M
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 $285M as of Q3 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 Date Filed
Q3 2025 24 $285M +$6.11M -$1.28M +$4.84M VTI, IEF, SCHR, VEU, SCHB 13F-HR 10/1/2025, 12:23 PM
Q2 2025 25 $265M +$3.33M -$1.34M +$1.98M VTI, IEF, SCHR, VEU, SCHB 13F-HR 7/8/2025, 02:35 PM
Q1 2025 22 $246M +$5.52M -$1.27M +$4.25M VTI, IEF, SCHR, VEU, SCHB 13F-HR 4/2/2025, 01:04 PM
Q4 2024 25 $247M +$24.8M -$2.65M +$22.1M VTI, IEF, SCHR, VEU, SCHB 13F-HR 1/3/2025, 03:25 PM
Q3 2024 27 $248M +$7.76M -$1.42M +$6.34M VTI, IEF, SCHR, VEU, SCHB 13F-HR 10/8/2024, 02:42 PM
Q2 2024 19 $229M +$7.69M -$853K +$6.84M VTI, IEF, SCHR, VEU, SCHB 13F-HR 7/3/2024, 02:47 PM
Q1 2024 19 $219M +$5.23M -$4.58M +$642K VTI, IEF, SCHR, VEU, SCHB 13F-HR 4/12/2024, 03:44 PM
Q4 2023 16 $208M +$13.4M -$11.3M +$2.14M VTI, IEF, SCHR, VEU, SCHB 13F-HR 1/5/2024, 04:02 PM
Q3 2023 16 $189M +$3.11M -$2.23M +$876K VTI, IEF, SCHR, VEU, SCHB 13F-HR 10/10/2023, 10:45 AM
Q2 2023 16 $196M +$8.05M -$10.2M -$2.18M VTI, IEF, SCHR, VEU, SCHB 13F-HR 7/11/2023, 03:30 PM
Q1 2023 15 $191M +$4.84M -$1.01M +$3.83M VTI, IEF, SCHR, VEU, SCHB 13F-HR 4/6/2023, 03:10 PM
Q4 2022 15 $178M +$6.49M -$5.55M +$941K VTI, IEF, SCHR, VEU, SCHB 13F-HR 2/10/2023, 03:30 PM
Q3 2022 11 $170M +$2.48M -$3.62M -$1.14M VTI, IEF, SCHR, VEU, BIL 13F-HR 10/4/2022, 10:39 AM
Q2 2022 11 $181M +$6.24M -$3.87M +$2.37M VTI, IEF, SCHR, VEU, BIL 13F-HR 7/1/2022, 02:00 PM
Q1 2022 12 $203M +$4.89M -$6.81M -$1.92M VTI, IEF, SCHR, VEU, BIL 13F-HR 4/5/2022, 02:05 PM
Q4 2021 13 $220M +$4.76M -$1.82M +$2.94M VTI, IEF, VEU, SCHR, SCHB 13F-HR 1/7/2022, 02:09 PM
Q3 2021 11 $207M +$8.14M -$2.04M +$6.1M VTI, IEF, VEU, SCHR, BIL 13F-HR 10/5/2021, 11:50 AM
Q2 2021 14 $202M +$5.16M -$374K +$4.79M VTI, IEF, VEU, SCHR, BIL 13F-HR 7/2/2021, 02:21 PM
Q1 2021 11 $187M $0 $0 VTI, IEF, VEU, SCHR, BIL 13F-HR 4/6/2021, 02:09 PM