Beacon Harbor Wealth Advisors, Inc.
Beacon Harbor Wealth Advisors, Inc. reported 70 positions worth $513.2M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: VXF (9.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VXF | SH | $46.9M | 9.14% | 198,535 | — | — | |
| ▸ 2 | VOO | SH | $32.1M | 6.25% | 46,736 | — | — | |
| ▸ 3 | BND | SH | $29.9M | 5.82% | 413,600 | — | — | |
| ▸ 4 | IEMG | SH | $24.8M | 4.84% | 320,008 | — | — | |
| ▸ 5 | DFCF | SH | $16.2M | 3.16% | 390,392 | — | — | |
| ▸ 6 | COMB | SH | $15.1M | 2.94% | 582,845 | — | — | |
| ▸ 7 | DFNL | SH | $15.0M | 2.93% | 292,783 | — | — | |
| ▸ 8 | USAI | SH | $14.7M | 2.87% | 316,416 | — | — | |
| ▸ 9 | IEFA | SH | $14.5M | 2.82% | 147,399 | — | — | |
| ▸ 10 | HACK | SH | $14.3M | 2.78% | 133,709 | — | — |
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Frequently Asked Questions
What stocks does Beacon Harbor Wealth Advisors, Inc. hold as of Q2 2026?
Beacon Harbor Wealth Advisors, Inc. reported 70 positions worth $513.2M in its Q2 2026 13F filing. Largest positions: VXF (9.1%), VOO (6.3%), BND (5.8%), IEMG (4.8%) and DFCF (3.2%).
What did Beacon Harbor Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Beacon Harbor Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.