Beacon Wealthcare LLC
CIK
1849336
Location
RALEIGH, NC
Portfolio Value
Micro
$4,606,863
Diversification
Highly concentrated
Filing Date
Global Rank
#289
/ 295
▲ 8097
Top Industry
Consumer Electronics
61.8%
3Y Alpha vs SPY
-3.6%
Period ended 9 days ago
Filed Jul 1, 2026 · 8d
22 quarters · since Mar 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+61.8%
SPY
+76.5%
Annualised alpha
-3.5%
Max drawdown
−22.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
6 positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
36.0%
+1.3 pts
Top 5
95.2%
+0.6 pts
Top 10
100.0%
0.0 pts
HHI
2,772
Highly concentrated+129
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.2% | $2,127,930 |
| Unclassified | 42.8% | $1,972,292 |
| Energy | 6.2% | $284,240 |
| Utilities | 4.8% | $222,401 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
6 positions ·
$4,606,863 total
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,222 | $1,659,322 | 36.02% | |
| AAPL |
Apple Inc.
Technology
|
Held | 5,780 | $1,628,457 | 35.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,339 | $499,473 | 10.84% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 425 | $312,970 | 6.79% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,079 | $284,240 | 6.17% | |
| DUK |
Duke Energy CORP
Utilities
|
Held | 1,757 | $222,401 | 4.83% |