Beacon Harbor Wealth Advisors, Inc.: 13F holdings
CIK 17840932026Q2
| Positions | 70 |
|---|
| Reported value | $513.2m |
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| Filed | 2026-08-07 |
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Change since last quarter
| Positions | 70 (+0 vs prior quarter) |
|---|
| Reported value | $513.2m (+7.6%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VXF VANGUARD INDEX FDS | 198,535 | $46.9m | 9.1% |
| VOO VANGUARD INDEX FDS | 46,736 | $32.1m | 6.3% |
| BND VANGUARD BD INDEX FDS | 413,600 | $29.9m | 5.8% |
| IEMG ISHARES INC | 320,008 | $24.8m | 4.8% |
| DFCF DIMENSIONAL ETF TRUST | 390,392 | $16.2m | 3.2% |
| COMB GRANITESHARES ETF TR | 582,845 | $15.1m | 2.9% |
| DFNL DAVIS FUNDAMENTAL ETF TR | 292,783 | $15.0m | 2.9% |
| PACER FDS TR | 316,416 | $14.7m | 2.9% |
| IEFA ISHARES TR | 147,399 | $14.5m | 2.8% |
| HACK AMPLIFY ETF TR | 133,709 | $14.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1784093")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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