Beacon Wealthcare Llc Portfolio Changes in Q2 2026: Focus on Treasury ETFs and Technology
As of June 30, 2026, Beacon Wealthcare Llc holds a portfolio valued at $312 million. The report highlights changes in holdings including increases in several fixed income funds.
Beacon Wealthcare Llc's portfolio as of June 30, 2026, stands at approximately $312 million, reflecting the firm's investment strategy focused on a mix of equities and fixed-income securities. The report details observable changes in holdings during this quarter.
The largest holding, Vanguard Total Stock Market ETF (VTI), maintained its dominant position with over 53% allocation but saw a slight decrease in shares held (-0.46%). Schwab Intermediate Treasury (SCHR) experienced significant growth, adding nearly 28,000 shares (+2.0%) to reach an allocation of about 11.36%. Vanguard Total Bond Market Index Fund (VBMFX), represented by VTEB in the data, also saw substantial buying activity with a ~10.5% increase in shares.
In the fixed income sector, changes were observed across several Treasury ETFs and bonds. iShares 7-10 Year Treasury Bonds (IEF) increased its share count by nearly 7,000 (+1.68%) while SPDR Bloomberg Short Term Treasury Bond (BIL) added shares significantly (+8.37%). However, there were also reductions in certain fixed income holdings.
Among the equity changes, notable activity occurred within specific sectors and individual stocks. The Technology sector saw buying interest with Vanguard Information Technology Fund (VGT) adding a substantial number of shares (~700%) resulting in a small allocation increase to 0.11%, while Microsoft (MSFT) also increased its position slightly (+0.68%). On the other hand, Apple Inc. (AAPL), another major technology holding, remained unchanged.
There were exits from several funds this quarter including reductions in SCHB (-3.45%) and SHY (-2.15%), though their allocations remain relatively small compared to core holdings like VTI and IEF. Vanguard Total Stock Market ETF (VTI) decreased its share count slightly, while the Schwab International Equity Fund (SCHF) saw a minor reduction in shares.
Additionally, new positions were established this quarter with Vanguard Inflation-Protected Securities Fund (BMSAX), represented by BND, and Exxon Mobil Corporation (XOM). The firm also added to its holdings of Microsoft Corp. (MSFT).