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Patricia Hall

Beacon Wealthcare Llc

Assets Managed
$312.09M
Holdings
26
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
10.07%(2Q avg: 3.72%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Beacon Wealthcare Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Beacon Wealthcare Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 312.09M in assets, with a quarterly growth rate of 10.07% and a 2-quarter average growth rate of 3.72%. The portfolio is managed by Patricia Hall, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.46%
53.31%
$166.361M
449,575 shares@ $370.05 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 1.69%
12.73%
$39.714M
419,938 shares@ $94.58 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 2.01%
11.36%
$35.452M
1.438M shares@ $24.66 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.24%
7.02%
$21.901M
261,507 shares@ $83.75 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.44%
3.9%
$12.161M
419,941 shares@ $28.96 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
Increased 10.53%
2.93%
$9.123M
180,362 shares@ $50.59 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 2.16%
2.79%
$8.683M
105,748 shares@ $82.11 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -0.5%
1.52%
$4.741M
171,168 shares@ $27.7 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 8.37%
1.31%
$4.075M
44,472 shares@ $91.64 avg price
AAPL
Apple Inc
Recent Activity
0.54%
$1.673M
5,780 shares@ $289.37 avg price

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