13F Institutional Holdings
Beacon Wealthcare LLC IIR Report | ThinkSabio - Stocks Simplified
Aug 10, 2026 · ThinkSabio Blog
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Beacon Wealthcare LLC – Q2 2026 PF Holdings
AUM: $306.22M
INCREASED Top-25: #IEF #SCHR #VTEB #SHY #BIL #VUG #VGT #MSFT #XOM
NO-CHANGE Top-25: #AAPL #SPY #VOO #IVV #VV #QUAL #QQQ #OMFL #EFA #VB #SCHX #DUK
REDUCED Top-25: #VTI #VEU #SCHB #SCHF #BND
Note:
- Newly bought + Increased + Reduced + Sold-Off – highest invested first
- Descending order based on Q2 net investment value
- Returns are presented on a YTD basis
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