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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.
Latest 13F Filing Activity
Beacon Harbor Wealth Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 72 equity positions with a total 13F market value of $401M. The fund increased holdings in Ishares U S Etf TR, Grayscale Bitcoin Mini TR Et, First TR Exchange Traded FD among other positions. Beacon Harbor Wealth Advisors, Inc. reduced exposure to Global X FDS, Graniteshares Etf TR, Ishares TR among others.
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 |
Industry Allocation
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