SEC Form 13F · Q3 2026

Beacon Wealthcare LLC

Institutional Holdings Report

13F-HRNC
$315.4M
Portfolio Value
32
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
Beacon Wealthcare LLC
CIK
1849336
Accession No.
0001849336-26-000005
Location
RALEIGH, NC
Form Type
13F-HR
Portfolio Value
$315.4M
Holdings Reported
32
Reporting Period
Q3 2026
Filed
October 2, 2026

About this Filing

Beacon Wealthcare LLC is an institutional investment manager based in RALEIGH, NC reporting approximately $315.4M in 13(f) securities across 32 positions as of Q3 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.