Beacon Harbor Wealth Advisors, Inc.
Beacon Harbor Wealth Advisors, Inc. is a registered investment advisory firm headquartered in Virginia Beach, VA. Founded in December 2018, the firm manages investment portfolios for both high-net-worth and other individual clients, as well as a small number of charitable organizations and businesses. With 7 employees, including dedicated investment advisors and research professionals, Beacon Harbor provides tailored wealth management, financial planning, and investment advice to help clients achieve their financial objectives.
Investment Strategy
Beacon Harbor Wealth Advisors, Inc. applies a discretionary, client-centric investment approach focusing primarily on individual investors (including high-net-worth individuals). The firm diversifies portfolios across a broad range of equity, ETF, and fixed-income investments, adjusting allocations according to clients' risk tolerance, goals, and market conditions. Holdings favor large liquid ETFs representing diverse sectors, and the firm actively manages positions to adapt to macroeconomic trends. Investment decisions are guided by rigorous analysis and a commitment to long-term financial planning outcomes.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.34% | $25.4M | 44,731 | $414.71 | $568.03 | +$279.9K |
V VXF | VANGUARD INDEX FDS | 6.05% | $24.3M | 125,860 | $166.41 | $192.71 | +$796.7K |
B BND | VANGUARD BD INDEX FDS | 5.88% | $23.6M | 320,310 | $72.17 | $73.63 | -$2.4M |
I IEFA | ISHARES TR | 4.93% | $19.8M | 236,696 | $72.30 | $83.48 | -$132.7K |
I IETC | ISHARES U S ETF TR | 3.03% | $12.2M | 129,257 | $94.00 | $94.00 | +$12.2M |