Beacon Wealthcare LLC
Beacon Wealthcare LLC is an investment management firm headquartered in Raleigh, North Carolina. The firm is a registered investment adviser serving primarily individual investors, including both high net worth and non-high net worth individuals. As of early 2025, Beacon Wealthcare manages over $260 million in assets, with a boutique team of 6 employees. The firm is committed to delivering personalized financial planning and investment strategies focused on helping clients achieve long-term financial goals.
Investment Strategy
Beacon Wealthcare LLC applies a portfolio management approach that emphasizes diversified investments through exchange-traded funds (ETFs) and direct equity holdings, targeting efficient asset allocation for individuals and families. The firm's strategy is focused on risk-managed, evidence-based investing, consistent rebalancing, and tax efficiency. They tailor strategies to fit each client's financial plan, with a strong focus on transparency and long-term wealth preservation.
Top Holdings
Equity Positions (24)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | Vanguard Ttl Stk | 54.19% | $154.2M | 469,994 | $211.55 | $328.17 | +$12.9M |
I IEF | iShs 7-10 ys Tsy | 13.25% | $37.7M | 390,900 | $96.59 | $96.46 | +$895.7K |
S SCHR | Schwab Inter Tsy | 11.22% | $31.9M | 1,270,563 | $25.84 | $25.13 | +$2.5M |
V VEU | Vanguard FTSE All | 6.50% | $18.5M | 259,443 | $60.18 | $71.37 | +$1.5M |
S SCHB | Schwb US Broad | 4.08% | $11.6M | 452,104 | $15.83 | $25.71 | +$813.3K |