Beacon Harbor Wealth Advisors, Inc.: summary

Beacon Harbor Wealth Advisors, Inc. reported 69 positions with a reported value of $525.83M in its 13F for Q3 2026. Compared with Q2 2026: 11 new positions, 12 exited.

Top positions

• VANGUARD S&P 500 ETF
• VANGUARD INDEX FDS
• VANGUARD TOTAL BOND MARKET ETF
• ISHARES CORE MSCI EAFE ETF
• Lumentum Holdings Inc
• AMPLIFY ETF TR
• GRANITESHARES ETF TR
• GRAYSCALE BITCOIN MINI TRUST ETF
• DIMENSIONAL ETF TRUST
• INVESCO EXCHANGE TRADED FD T