Beacon Harbor Wealth Advisors, Inc. Portfolio Stock Holdings

According to the SEC 13F filed on August 7, 2026, Beacon Harbor Wealth Advisors, Inc. disclosed 69 stock positions valued at approximately $513.24M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD BD INDEX FDS.

Report Period
June 30, 2026
No. of Stocks
69
Portfolio Value
$513.24M
Holdings by Sector
Beacon Harbor Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD INDEX FDSVXFOther9.14%198,535+66,816+50.73%$46,886,055
VANGUARD INDEX FDSVOOOther6.25%46,736+1,115+2.44%$32,091,460
VANGUARD BD INDEX FDSBNDOther5.82%413,600+38,386+10.23%$29,874,329
ISHARES INCIEMGOther4.84%320,008+141,088+78.86%$24,835,819
DIMENSIONAL ETF TRUSTDFCFOther3.16%390,392+186,118+91.11%$16,201,268
GRANITESHARES ETF TRCOMBOther2.94%582,845+70,536+13.77%$15,089,857
DAVIS FUNDAMENTAL ETF TRDFNLOther2.93%292,783+292,783+100.00%$15,016,840
PACER FDS TRUSAIOther2.87%316,416+316,416+100.00%$14,741,189
ISHARES TRIEFAOther2.82%147,399+41,476+39.16%$14,481,946
AMPLIFY ETF TRHACKOther2.78%133,709+133,709+100.00%$14,278,784
LUMENTUM HLDGS INCLITETechnology2.48%17,863-3,881-17.85%$12,753,110
JANUS DETROIT STR TRJAAAOther2.17%220,208+30,926+16.34%$11,120,510
FLEX LTDFLEXOther1.97%89,032-13,567-13.22%$10,127,390
AMGEN INCAMGNHealthcare1.87%24,965+642+2.64%$9,615,616
BRISTOL-MYERS SQUIBB COBMYHealthcare1.86%146,238+146,238+100.00%$9,550,803
HOME DEPOT INCHDConsumer Cyclical1.86%28,735+28,735+100.00%$9,538,729
ALPHABET INCGOOGLCommunication Services1.72%24,836-4,786-16.16%$8,844,845
PROLOGIS INC.PLDReal Estate1.70%60,492+994+1.67%$8,747,748
HOWMET AEROSPACE INCHWMIndustrials1.70%30,902+30,902+100.00%$8,722,399
NVIDIA CORPORATIONNVDATechnology1.69%43,333-367-0.84%$8,699,100
PROCTER & GAMBLE COPGConsumer Defensive1.66%59,006+38,338+185.49%$8,525,777
CHEVRON CORPORATIONCVXEnergy1.65%43,099+658+1.55%$8,483,197
FOX CORPFOXACommunication Services1.65%145,618+145,618+100.00%$8,479,336
NEXTERA ENERGY INCNEEUtilities1.65%97,222+2,599+2.75%$8,450,536
VERIZON COMMUNICATIONS INCVZCommunication Services1.64%180,166+20,240+12.66%$8,433,588
MCDONALDS CORPMCDConsumer Cyclical1.64%31,032+31,032+100.00%$8,398,500
AMPHENOL CORPAPHTechnology1.62%51,781-7,756-13.03%$8,321,207
PHILIP MORRIS INTL INCPMConsumer Defensive1.58%42,555+1,880+4.62%$8,120,345
INTERNATIONAL BUSINESS MACHSIBMTechnology1.56%35,836+34,011+1863.62%$8,014,721
F5 INCFFIVTechnology1.56%19,884+19,884+100.00%$8,004,702
Showing 30 of 69 holdings in the latest reporting period.