Beacon Harbor Wealth Advisors, Inc.
All 13F Filings
- Location
- Virginia Beach, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 513,244
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 70 | 513,244 | 13F-HR | Beacon Harbor Wealth Advisors, Inc. |
| Q1 2026 | 4/30/2026 | 70 | 477,166 | 13F-HR | Beacon Harbor Wealth Advisors, Inc. |
| Q4 2025 | 1/23/2026 | 70 | 451,128 | 13F-HR | Beacon Harbor Wealth Advisors, Inc. |
| Q3 2025 | 11/5/2025 | 70 | 428,006 | 13F-HR | Beacon Harbor Wealth Advisors, Inc. |
| Q2 2025 | 8/8/2025 | 73 | 400,794 | 13F-HR | Beacon Harbor Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 281.5 K | 54.9% | 0 | 1.451 K | -1.451 K |
| ETFs | 231.7 K | 45.1% | 43.07 K | 0 | 43.07 K |
| Debt | 0 | 0.0% | 0 | 5.543 K | -5.543 K |
| Other | 9 | 0.0% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
513,244
Holdings
70
QoQ value change ($000)
36,078
(7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.