SEC Form 13F

Beacon Harbor Wealth Advisors, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-08
Reported value$513,243,731
Positions70

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVXFEXTEND MKT ETF$46,886,055198,535
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$32,091,46046,736
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$29,874,329413,600
ISHARES INCIEMGCORE MSCI EMKT$24,835,819320,008
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$16,201,268390,392
GRANITESHARES ETF TRCOMBBBG COMMD K 1$15,089,857582,845
DAVIS FUNDAMENTAL ETF TRDFNLSELECT FINL$15,016,840292,783
PACER FDS TRUSAIAMERICAN ENERGY$14,741,189316,416
ISHARES TRIEFACORE MSCI EAFE$14,481,946147,399
AMPLIFY ETF TRHACKAMPLIFY CYBERSEC$14,278,784133,709

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page