Holdings
Beacon Wealthcare LLC
As of Sep 30, 2026, Beacon Wealthcare LLC reported 7 positions worth US$4.1M. Largest: Apple Inc, Microsoft Corp. and Duke Energy Corporation (holding Company). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,729 | US$1.91M | −51 | Sep 30, 2026 |
| Microsoft Corp. | 1,585 | US$813K | +246 | Sep 30, 2026 |
| Duke Energy Corporation (holding Company) | 3,939 | US$449K | +2,182 | Sep 30, 2026 |
| Exxon Mobil Corporation | 2,383 | US$388K | +304 | Sep 30, 2026 |
| Caterpillar, Inc. | 362 | US$293K | new | Sep 30, 2026 |
| Nvidia Corporation | 1,051 | US$240K | new | Sep 30, 2026 |
| Aeon Biopharma, Inc. | 12,856 | US$3,857 | new | Sep 30, 2026 |