Beacon Wealthcare LLC holds a concentrated book of 26 stocks worth $312.1M as of Q2 2026 (disclosed Jul 1, 2026, a ~45-day 13F lag). This quarter they trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 53% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1849336/holdings"
Use Arkolith to show Beacon Wealthcare LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Ttl Stk ETF | $166.4M | 449.6K | 53.3% | ▼−0.5% Reduced · −2K sh | |
| 2 | iShs 7-10 ys Tsy ETF | $39.7M | 419.9K | 12.7% | ▲+1.7% Added · +7K sh | |
| 3 | Schwab Inter Tsy ETF | $35.5M | 1.44M | 11.4% | ▲+2.0% Added · +28K sh | |
| 4 | Vanguard FTSE All ETF | $21.9M | 261.5K | 7.0% | ▼−0.2% Reduced · −647 sh | |
| 5 | Schwb US Broad ETF | $12.2M | 419.9K | 3.9% | ▼−3.4% Reduced · −15K sh | |
| 6 | Vanguard Tx Ex Bd ETF | $9.1M | 180.4K | 2.9% | ▲+11% Added · +17K sh | |
| 7 | iShs Lehman 1-3Tsy ETF | $8.7M | 105.7K | 2.8% | ▲+2.1% Added · +2K sh | |
| 8 | Schwab Intl Equity ETF | $4.7M | 171.2K | 1.5% | ▼−0.5% Reduced · −866 sh | |
| 9 | SPDR Brcy1-3 Ser ETF | $4.1M | 44.5K | 1.3% | ▲+8.4% Added · +3K sh | |
| 10 | Apple COM | $1.7M | 5.8K | 0.5% | —Held | |
| 11 | SPDR S&P 500 ETF | $1.7M | 2.2K | 0.5% | —Held | |
| 12 | Vanguard Indx ETF | $1.2M | 1.8K | 0.4% | —Held | |
| 13 | Vanguard Bd Inx ETF | $647K | 8.8K | 0.2% | ▼−0.3% Reduced · −31 sh | |
| 14 | Vanguard Indx Fd ETF | $594K | 6.9K | 0.2% | ▲+500% Added · +6K sh | |
| 15 | Microsoft COM | $499K | 1.3K | 0.2% | ▲+0.7% Added · +9 sh | |
| 16 | Vanguard Inx Lrg ETF | $497K | 1.4K | 0.2% | —Held | |
| 17 | iShs Core S&P ETF | $496K | 662 | 0.2% | —Held | |
| 18 | Vanguard Info Tech ETF | $357K | 3.0K | 0.1% | ▲+700% Added · +3K sh | |
| 19 | iShs Msci USA ETF | $347K | 1.6K | 0.1% | —Held | |
| 20 | Invesco QQQ Tr ETF | $313K | 425 | 0.1% | —Held | |
| 21 | Invesco Rusl 1000 ETF | $289K | 4.2K | 0.1% | —Held | |
| 22 | Exxon Mobil COM | $284K | 2.1K | 0.1% | ▲+2.8% Added · +56 sh | |
| 23 | Vanguard Indx Fd ETF | $269K | 887 | 0.1% | —Held | |
| 24 | iShs Msci Eafe ETF | $266K | 2.6K | 0.1% | —Held | |
| 25 | Schwab Stratgc Tr ETF | $232K | 7.9K | 0.1% | —Held | |
| 26 | Duke Energy COM | $222K | 1.8K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 1, 2026 | 26 | $312.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 1, 2026 | 26 | $283.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 24 | $291.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 1, 2025 | 24 | $284.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 25 | $265.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 2, 2025 | 22 | $245.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 3, 2025 | 25 | $246.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 27 | $247.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.