CIK 1784093
Beacon Harbor Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
70
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–70 of 70
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SUB | ISHARES TR | 13K | $1M+ | SH |
| GOOG | ALPHABET INC | 3K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| DGRO | ISHARES TR | 11K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 2K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 411 | $100K–$500K | SH |
| MKC | MCCORMICK & CO INC | 5K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| IWB | ISHARES TR | 807 | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 344 | $100K–$500K | SH |
| IVV | ISHARES TR | 325 | $100K–$500K | SH |
| IEP | ICAHN ENTERPRISES LP | 11K | $50K–$100K | SH |
| KNDI | KANDI TECHNOLOGIES GROUP INC | 14K | $1K–$15K | SH |