account_balance
Investment manager · 13F filer · SEC CIK 1784093
Beacon Harbor Wealth Advisors, Inc.
Reported value$525Mas of Sep 30, 2026
Positions68 9 new, 11 sold out
Top 10 weight41.4%VOO alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
6.4%Added +2%
VXFVanguard Index FDS
6.1%Trimmed −31%
BNDVanguard Bd Index FDS
5.6%
IEFAiShares Tr
4.9%Added +80%
LITELumentum Holdings Inc.
3.1%Trimmed −5%
HACKAmplify ETF Tr
3.1%
COMBGraniteshares ETF Tr
3.1%
BTCGrayscale Bitcoin Mini Trust ETF
3.1%New
DFCFDimensional ETF Trust
3.0%
PJPInvesco Exchange Traded Fd T
2.9%New
DIVBiShares Tr
2.9%New
IEMGiShares Inc
2.8%Trimmed −44%
VOOVanguard Index FDS
6.4%Added +2%
VXFVanguard Index FDS
6.1%Trimmed −31%
BNDVanguard Bd Index FDS
5.6%
IEFAiShares Tr
4.9%
LITELumentum Holdings Inc.
3.1%−5%
HACKAmplify ETF Tr
3.1%
COMBGraniteshares ETF Tr
3.1%
BTCGrayscale Bitcoin Mini Trust ETF
3.1%New
DFCF3.0%
PJP2.9%
DIVB2.9%
IEMG2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 6.4% Added +2%
VXF Vanguard Index FDS 6.1% Trimmed −31%
BND Vanguard Bd Index FDS 5.6% Held
IEFA iShares Tr 4.9% Added +80%
LITE Lumentum Holdings Inc. 3.1% Trimmed −5%HACK Amplify ETF Tr 3.1% Held
COMB Graniteshares ETF Tr 3.1% Held
BTC Grayscale Bitcoin Mini Trust ETF 3.1% NewDFCF Dimensional ETF Trust 3.0% Held
PJP Invesco Exchange Traded Fd T 2.9% New
DIVB iShares Tr 2.9% New
IEMG iShares Inc 2.8% Trimmed −44%
What changed
Biggest moves since Jun 30, 2026
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