Beacon Harbor Wealth Advisors, Inc. 13F Holdings
CIK 0001784093 · VIRGINIA BEACH, VA
As of Sep 30, 2025, Beacon Harbor Wealth Advisors, Inc. reported 70 positions worth $428.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 44,373 | $27.2M | 6.35% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 126,030 | $26.4M | 6.16% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 337,304 | $25.1M | 5.86% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 238,107 | $20.8M | 4.86% |
| APPLOVIN CORP | APP | Technology | 19,817 |