Back to Beacon Harbor Wealth Advisors, Inc.

Beacon Harbor Wealth Advisors, Inc.

Q2 2026 13F filing

Updated 35 days ago

71 disclosed positions worth $513.2M

Portfolio value
$513.2M
Total holdings
71
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-07

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$46.9M
Shares
198.5K
% Port
9.14%
V

VANGUARD INDEX FDS

Value
$32.1M
Shares
46.7K
% Port
6.25%
V

VANGUARD BD INDEX FDS

Value
$29.9M
Shares
413.6K
% Port
5.82%
E

ISHARES INC

Value
$24.8M
Shares
320.0K
% Port
4.84%
?
5.N/A

DIMENSIONAL ETF TRUST

Value
$16.2M
Shares
390.4K
% Port
3.16%
?
6.N/A

GRANITESHARES ETF TR

Value
$15.1M
Shares
582.8K
% Port
2.94%
?
7.N/A

DAVIS FUNDAMENTAL ETF TR

Value
$15M
Shares
292.8K
% Port
2.93%
?
8.N/A

PACER FDS TR

Value
$14.7M
Shares
316.4K
% Port
2.87%
E

ISHARES TR

Value
$14.5M
Shares
147.4K
% Port
2.82%
A
10.AMPY

AMPLIFY ETF TR

Value
$14.3M
Shares
133.7K
% Port
2.78%
L
11.LITE

LUMENTUM HLDGS INC

Value
$12.8M
Shares
17.9K
% Port
2.48%
N
12.NOC

JANUS DETROIT STR TR

Value
$11.1M
Shares
220.2K
% Port
2.17%
L
13.LPG

FLEX LTD

Value
$10.1M
Shares
89.0K
% Port
1.97%
A
14.AMGN

AMGEN INC

Value
$9.6M
Shares
25.0K
% Port
1.87%
C

BRISTOL-MYERS SQUIBB CO

Value
$9.6M
Shares
146.2K
% Port
1.86%
H
16.HD

HOME DEPOT INC

Value
$9.5M
Shares
28.7K
% Port
1.86%
G

ALPHABET INC

Value
$8.8M
Shares
24.8K
% Port
1.72%
P

PROLOGIS INC.

Value
$8.7M
Shares
60.5K
% Port
1.70%
H
19.HWM

HOWMET AEROSPACE INC

Value
$8.7M
Shares
30.9K
% Port
1.70%
P
20.PG

PROCTER & GAMBLE CO

Value
$8.5M
Shares
59.0K
% Port
1.66%
C
21.CVX

CHEVRON CORPORATION

Value
$8.5M
Shares
43.1K
% Port
1.65%
F
22.FOX

FOX CORP

Value
$8.5M
Shares
145.6K
% Port
1.65%
N

NEXTERA ENERGY INC

Value
$8.5M
Shares
97.2K
% Port
1.65%
V
24.VZ

VERIZON COMMUNICATIONS INC

Value
$8.4M
Shares
180.2K
% Port
1.64%
M
25.MCD

MCDONALDS CORP

Value
$8.4M
Shares
31.0K
% Port
1.64%
A
26.APH

AMPHENOL CORP

Value
$8.3M
Shares
51.8K
% Port
1.62%
P
27.PM

PHILIP MORRIS INTL INC

Value
$8.1M
Shares
42.6K
% Port
1.58%
N
28.NVDA

NVIDIA CORPORATION

Value
$8.1M
Shares
40.4K
% Port
1.58%
I
29.IBM

INTERNATIONAL BUSINESS MACHS

Value
$8M
Shares
35.8K
% Port
1.56%
F
30.FDX

F5 INC

Value
$8M
Shares
19.9K
% Port
1.56%
P
31.PFE

PFIZER INC

Value
$7.9M
Shares
316.3K
% Port
1.54%
P
32.PEP

PEPSICO INC

Value
$7.8M
Shares
55.7K
% Port
1.51%
C
33.CF

CF INDUSTRIES HOLD

Value
$7.7M
Shares
61.5K
% Port
1.50%
F
34.FIX

COMFORT SYS USA INC

Value
$7.6M
Shares
4.4K
% Port
1.49%
V
35.VRT

VERTIV HOLDINGS CO

Value
$7.1M
Shares
29.4K
% Port
1.39%
D
36.DY

DYCOM INDS INC

Value
$6.7M
Shares
16.6K
% Port
1.30%
A

ASTRONICS CORP

Value
$6.6M
Shares
95.4K
% Port
1.29%
M
38.MRK

MERCK & CO INC

Value
$6.5M
Shares
50.3K
% Port
1.28%
E
39.ETHA

ISHARES TR

Value
$5.9M
Shares
192.9K
% Port
1.15%
A
40.ABBV

ABBVIE INC

Value
$5.5M
Shares
21.9K
% Port
1.07%
?
41.N/A

DIMENSIONAL ETF TRUST

Value
$5.3M
Shares
92.6K
% Port
1.03%
A
42.APP

APPLOVIN CORP

Value
$5.2M
Shares
13.0K
% Port
1.01%
V
43.VGES

VANGUARD CHARLOTTE FDS

Value
$4.4M
Shares
92.5K
% Port
0.86%
J
44.JNJ

ISHARES TR

Value
$3.4M
Shares
40.9K
% Port
0.67%
A
45.ABT

ABBOTT LABORATORIES

Value
$3.1M
Shares
29.0K
% Port
0.60%
P
46.PR

PERMIAN RESOURCES CORP

Value
$2.2M
Shares
104.0K
% Port
0.43%
P
47.PJT

PJT PARTNERS INC

Value
$2.2M
Shares
13.0K
% Port
0.43%
A
48.AAPL

APPLE INC

Value
$1.8M
Shares
5.9K
% Port
0.35%
E
49.ETHA

ISHARES TR

Value
$1.4M
Shares
12.9K
% Port
0.27%
M
50.MSFT

MICROSOFT CORP

Value
$1.2M
Shares
2.5K
% Port
0.22%