SEC Form 13F · Q1 2026

Beacon Wealthcare LLC

Institutional Holdings Report

13F-HRNC
$283.6M
Portfolio Value
26
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
Beacon Wealthcare LLC
CIK
1849336
Accession No.
0001849336-26-000002
Location
RALEIGH, NC
Form Type
13F-HR
Portfolio Value
$283.6M
Holdings Reported
26
Reporting Period
Q1 2026
Filed
April 1, 2026

About this Filing

Beacon Wealthcare LLC is an institutional investment manager based in RALEIGH, NC reporting approximately $283.6M in 13(f) securities across 26 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.