Institutions / Beacon Harbor Wealth Advisors, Inc.

Beacon Harbor Wealth Advisors, Inc.

CIK 1784093 · Institution · as of Jun 30, 2026
Portfolio value
$513.24M
Positions
70
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$513.24M+13.8%
$513.24M$482.19M$451.13MQ4 '25Q2 '26

Positions

70+0.0%
707070Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 70 →
CompanyClassValueShares% of portfolio
Vanguard Index Fds$46.89M198,5359.1%
Vanguard Index Fds$32.09M46,7366.3%
Vanguard Bd Index Fds$29.87M413,6005.8%
iShares Inc$24.84M320,0084.8%
Dimensional ETF Trust$16.20M390,3923.2%
Graniteshares ETF Tr$15.09M582,8452.9%
Davis Fundamental ETF Tr$15.02M292,7832.9%
Pacer Fds Tr$14.74M316,4162.9%
iShares Tr$14.48M147,3992.8%
Amplify ETF Tr$14.28M133,7092.8%
Lumentum Hldgs Inc$12.75M17,8632.5%
Janus Detroit Str Tr$11.12M220,2082.2%
Flex Ltd.$10.13M89,0322.0%
Amgen Inc$9.62M24,9651.9%
Bristol Myers Squibb Co$9.55M146,2381.9%
Home Depot, Inc.$9.54M28,7351.9%
Alphabet Inc.$8.84M24,8361.7%
Prologis Inc$8.75M60,4921.7%
Howmet Aerospace Inc.$8.72M30,9021.7%
NVIDIA Corp$8.70M43,3331.7%
PROCTER & GAMBLE Co$8.53M59,0061.7%
Chevron Corp$8.48M43,0991.7%
Fox Corp$8.48M145,6181.7%
Nextera Energy Inc$8.45M97,2221.6%
Verizon Communications Inc$8.43M180,1661.6%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Add922908652$16.41M+69K
+53.86%
198,535
9.14% of portfolio
medium
Q2 2026
as of
TrimLumentum Hldgs Inc$-15.45M-22K
-54.79%
17,863
2.48% of portfolio
medium
Q2 2026
as of
New38747R108$15.09M+583K
582,845
2.94% of portfolio
medium
Q2 2026
as of
New23908L108$15.02M+293K
292,783
2.93% of portfolio
medium
Q2 2026
as of
New69374H634$14.74M+316K
316,416
2.87% of portfolio
medium
Q2 2026
as of
New032108664$14.28M+134K
133,709
2.78% of portfolio
medium
Q2 2026
as of
Exit464285204$-13.74M-169K
-100.00%
medium
Q2 2026
as of
Exit97717W851$-13.24M-92K
-100.00%
medium
Q2 2026
as of
Exit52468L505$-12.82M-348K
-100.00%
medium
Q2 2026
as of
Exit26922A420$-12.80M-117K
-100.00%
medium