SEC Form 13F · Q2 2026

Beacon Harbor Wealth Advisors, Inc.

Institutional Holdings Report

13F-HRVA
$513.2M
Portfolio Value
71
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Beacon Harbor Wealth Advisors, Inc.
CIK
1784093
Accession No.
0002063364-26-000285
Location
VIRGINIA BEACH, VA
Form Type
13F-HR
Portfolio Value
$513.2M
Holdings Reported
71
Reporting Period
Q2 2026
Filed
August 7, 2026

About this Filing

Beacon Harbor Wealth Advisors, Inc. is an institutional investment manager based in VIRGINIA BEACH, VA reporting approximately $513.2M in 13(f) securities across 71 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.