Beacon Harbor Wealth Advisors, Inc. ETF holdings
Virginia Beach, VA
Reported $257.6M in 21 ETFs in its Form 13F for June 30, 2026.
ETF value
$257.6M
ETFs held
21
Change from prior quarter
+11.1%
With price moves
ETFs as a share of its 13F
50.2%
of $513.2M
Top 10 of 21 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VXF | Vanguard Extended Market ETF | $46.9M | 198,535 | +66,816 shares |
| VOO | Vanguard S&P 500 ETF | $32.1M | 46,736 | +1,115 shares |
| BND | Vanguard Total Bond Market ETF | $29.9M | 413,600 | +38,386 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $24.8M | 320,008 | +141,088 shares |
| DFCF | Dimensional Core Fixed Income ETF | $16.2M | 390,392 | +186,118 shares |
| COMB | GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | $15.1M | 582,845 | +70,536 shares |
| DFNL | Davis Select Financial ETF | $15.0M | 292,783 | New position |
| USAI | Pacer American Energy Infrastructure ETF | $14.7M | 316,416 | New position |
| IEFA | iShares Core MSCI EAFE ETF | $14.5M | 147,399 | +41,476 shares |
| HACK | Amplify Cybersecurity ETF | $14.3M | 133,709 | New position |
11 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001784093. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beacon Harbor Wealth Advisors, Inc. own?
Beacon Harbor Wealth Advisors, Inc. reported 21 ETF positions worth $257.6M in its Form 13F for June 30, 2026. The largest was VXF, at $46.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.