Beacon Harbor Wealth Advisors, Inc. - Portfolio overview

Beacon Harbor Wealth Advisors, Inc. has 86 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. BND - VANGUARD BD INDEX FDS, 4.74%
2. VOO - VANGUARD INDEX FDS, 4.68%
3. VXF - VANGUARD INDEX FDS, 4.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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