Beacon Wealthcare LLC reported 32 holdings worth US$315M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 2, 2026
Beacon Wealthcare LLC reported 32 holdings worth US$315M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Duke Energy Corporation (holding Company). Filed Oct 2, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$315M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 5,729 | US$1.91M | 0.60% |
| Microsoft Corp. | 1,585 | US$813K | 0.26% |
| Duke Energy Corporation (holding Company) | 3,939 | US$449K | 0.14% |
| Exxon Mobil Corporation | 2,383 | US$388K | 0.12% |
| Caterpillar, Inc. | 362 | US$293K | 0.09% |
| Nvidia Corporation | 1,051 | US$240K | 0.08% |
| Aeon Biopharma, Inc. | 12,856 | US$3,857 | <0.01% |