Beacon Harbor Wealth Advisors, Inc. has filed its Form 13F-HR, disclosing equity holdings as of September 30, 2026. The filing details a portfolio consisting of 69 distinct positions, with a total value of approximately $52.6 million.
The largest holding in the portfolio is Alphabet Inc. Class A and Class C shares, which together account for roughly $33.8 million. Other major positions include Amphenol Corp. Class A shares valued at about $8.8 million, and shares of Vanguard Specialized Funds Div App ETF valued at $276,939.
The report lists a diverse mix of technology, healthcare, and consumer goods companies. Notable technology names include Microsoft Corp., NVIDIA Corp., and Apple Inc., while healthcare holdings include Pfizer Inc. and Amgen Inc. The filing also includes several exchange-traded funds, such as the iShares Core S&P 500 ETF and the iShares Core MSCI EAFE ETF, which represent significant portions of the overall portfolio.
