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Manager record

Beacon Harbor Wealth Advisors, Inc.

Virginia Beach, VA · CIK 1784093 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$513.24MReported 13F valueQ2 2026 · as filed
71Holdings listed
+7.6%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $400.8M$400.8MQ2 202573 holdingsQ3 2025: $428.0M$428.0MQ3 202570 holdingsQ4 2025: $451.1M$451.1MQ4 202570 holdingsQ1 2026: $477.2M$477.2MQ1 202671 holdingsQ2 2026: $513.2M$513.2MQ2 202671 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$513.24M · 71 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$477.17M · 71 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$451.13M · 70 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$428.01M · 70 holdings listed · View original SEC filing ↗
Aug 08 2025 13F-HR · period Q2 2025

$400.79M · 73 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology