Beacon Wealthcare LLC
CIK
1849336
Location
RALEIGH, NC
Portfolio Value
Micro
$1,959,232
Diversification
Highly concentrated
Filing Date
Global Rank
#8,013
/ 8,232
▲ 223
Top Industry
Consumer Electronics
57.9%
3Y Alpha vs SPY
-4.4%
Period ended 2 months ago
Filed Apr 1, 2026 · 2mo
21 quarters · since Mar 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+57.9%
SPY
+76.3%
Annualised alpha
-4.4%
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 Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
34.7%
−8.5 pts
Top 5
94.6%
−5.4 pts
Top 10
100.0%
0.0 pts
HHI
2,643
Highly concentrated−274
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 46.4% | $1,959,232 |
| Unclassified | 40.0% | $1,690,356 |
| Energy | 8.1% | $343,222 |
| Utilities | 5.4% | $230,061 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +856 | 2,222 | $1,445,055 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −35 | 5,780 | $1,466,906 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DUK | Duke Energy CORP | 1,757 | $230,061 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$1,959,232 total
· Technology only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,780 | $1,466,906 | 74.87% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,330 | $492,326 | 25.13% |