Beacon Harbor Wealth Advisors, Inc. Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$451.1M

Holdings

70

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (70 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
44,836$28.1M6.23%
2
VXFVANGUARD INDEX FDS
129,036$27.0M5.98%
3
BNDVANGUARD BD INDEX FDS
359,616$26.6M5.90%
4
IEMGISHARES INC
363,538$24.4M5.42%
5
LITELUMENTUM HLDGS INC
39,507$14.6M3.23%
6
IAU*ISHARES GOLD TR
169,274$13.7M3.05%
7
DXJWISDOMTREE TR
91,848$13.2M2.93%
8
LVHILEGG MASON ETF INVT
348,095$12.8M2.84%
9
QTUMETF SER SOLUTIONS
116,752$12.8M2.84%
10
DBMFLITMAN GREGORY FDS TR
437,012$12.3M2.72%
11
GOOGLALPHABET INC
30,859$9.7M2.14%
12
AQLTISHARES TR
104,672$9.4M2.08%
13
JAAAJANUS DETROIT STR TR
180,866$9.1M2.03%
14
JNJJOHNSON & JOHNSON
42,889$8.9M1.97%
15
MRKMERCK & CO INC
80,202$8.4M1.87%
16
APHAMPHENOL CORP NEW
61,541$8.3M1.84%
17
DFCFDIMENSIONAL ETF TRUST
195,270$8.3M1.84%
18
AAPLAPPLE INC
29,931$8.1M1.80%
19
APPAPPLOVIN CORP
12,017$8.1M1.79%
20
AMGNAMGEN INC
24,616$8.1M1.79%
21
ABBVABBVIE INC
34,740$7.9M1.76%
22
NEMNEWMONT CORP
76,957$7.7M1.70%
23
NEENEXTERA ENERGY INC
93,273$7.5M1.66%
24
PLDPROLOGIS INC.
58,547$7.5M1.66%
25
KOCOCA COLA CO
106,369$7.4M1.65%
26
XOMEXXON MOBIL CORP
59,791$7.2M1.59%
27
STTSTATE STR CORP
52,892$6.8M1.51%
28
INCYINCYTE CORP
68,069$6.7M1.49%
29
HLNEHAMILTON LANE INC
49,933$6.7M1.49%
30
MDTMEDTRONIC PLC
68,951$6.6M1.47%
31
WTSWATTS WATER TECHNOLOGIES INC
23,682$6.5M1.45%
32
AUANGLOGOLD ASHANTI PLC
76,487$6.5M1.45%
33
CVXCHEVRON CORP NEW
41,778$6.4M1.41%
34
4I1PHILIP MORRIS INTL INC
39,639$6.4M1.41%
35
BACVERIZON COMMUNICATIONS INC
154,782$6.3M1.40%
36
FIXCOMFORT SYS USA INC
6,674$6.2M1.38%
37
STCSTEWART INFORMATION SVCS COR
88,625$6.2M1.38%
38
FLEXFLEX LTD
99,690$6.0M1.34%
39
PSIXPOWER SOLUTIONS INTL INC
103,216$5.9M1.31%
40
BLVVANGUARD BD INDEX FDS
76,941$5.3M1.19%
41
PFFISHARES TR
169,068$5.2M1.16%
42
DFIVDIMENSIONAL ETF TRUST
89,462$4.5M0.99%
43
BNDXVANGUARD CHARLOTTE FDS
82,830$4.0M0.89%
44
BXBLACKSTONE INC
24,751$3.8M0.85%
45
UNHUNITEDHEALTH GROUP INC
11,184$3.7M0.82%
46
PEPPEPSICO INC
21,867$3.1M0.70%
47
PGPROCTER AND GAMBLE CO
20,668$3.0M0.66%
48
SCZISHARES TR
38,088$3.0M0.65%
49
PFEPFIZER INC
108,296$2.7M0.60%
50
TXNTEXAS INSTRS INC
13,680$2.4M0.53%
51
SUBISHARES TR
12,911$1.4M0.31%
52
GOOGALPHABET INC
3,209$1.0M0.22%
53
MSFTMICROSOFT CORP
1,975$955K0.21%
54
NVDANVIDIA CORPORATION
4,098$764K0.17%
55
DGROISHARES TR
10,513$729K0.16%
56
BRK/BBERKSHIRE HATHAWAY INC DEL
1,121$563K0.12%
57
AMZNAMAZON COM INC
2,360$544K0.12%
58
IBMINTERNATIONAL BUSINESS MACHS
1,825$540K0.12%
59
GEGE AEROSPACE
1,687$519K0.12%
60
IUSGISHARES TR
2,314$388K0.09%
61
GSGOLDMAN SACHS GROUP INC
411$361K0.08%
62
MCXMCCORMICK & CO INC
5,086$346K0.08%
63
FERGFERGUSON ENTERPRISES INC
1,545$343K0.08%
64
INTCINTEL CORP
9,013$332K0.07%
65
IWBISHARES TR
807$301K0.07%
66
VIGVANGUARD SPECIALIZED FUNDS
1,187$260K0.06%
67
GEVGE VERNOVA INC
344$224K0.05%
68
IVVISHARES TR
325$222K0.05%
69
IEPICAHN ENTERPRISES LP
11,350$85K0.02%
70
KNDIKANDI TECHNOLOGIES GROUP INC
13,750$10K0.00%