Beacon Wealthcare LLC reported 26 holdings worth US$312M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 1, 2026
Beacon Wealthcare LLC reported 26 holdings worth US$312M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Exxon Mobil Corporation. Filed Jul 1, 2026 (Form 13F).
- Holdings
- 26
- Value as reported
- US$312M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,780 | US$1.67M | 0.54% |
| Microsoft Corp. | 1,339 | US$499K | 0.16% |
| Exxon Mobil Corporation | 2,079 | US$284K | 0.09% |
| Duke Energy Corporation (holding Company) | 1,757 | US$222K | 0.07% |