Beacon Harbor Wealth Advisors, Inc. has disclosed its third-quarter holdings for 2026, revealing a total value of approximately $525.8 million across 69 positions. This filing, submitted on November 10, 2026, is significant as it reflects the firm’s investment strategy and portfolio diversification.

The report shows that Beacon Harbor is actively managing its portfolio with substantial investments in prominent companies. Among its key holdings are Alphabet Inc., Amazon.com Inc., and Apple Inc., indicating a focus on technology and consumer services sectors.

Background

Beacon Harbor Wealth Advisors, Inc. is based in Virginia Beach, Virginia, and is classified as an investment advisor. The firm operates under the Central Index Key (CIK) number 0001784093 and has been active in filing various reports with the SEC, including 13F-HR forms. The recent filings indicate a consistent approach to reporting its holdings and investment strategies.

What the Filing Says

The filing states, "The total value of the holdings as of September 30, 2026, is $525,830,374, with a total of 69 positions reported." This transparency is crucial for investors and stakeholders as it provides insights into the firm’s investment decisions.

Impact

This filing may affect various stakeholders, including clients, investors, and industry analysts. Clients can assess how their investments align with Beacon Harbor's strategies, while analysts can gauge the firm's market positioning and investment trends.

What's Next

The filing does not say what happens next.