Notify me when Beacon Harbor Wealth Advisors, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 70 | $451,127,771 | +$145,614,337 | -$142,897,117 | +$2,717,220 | VOO, VXF, BND, IEMG, LITE | 13F-HR | 22 Jan 2026, 19:48 |
| Q3 2025 | 70 | $428,005,913 | +$99,814,819 | -$94,600,927 | +$5,213,892 | VOO, VXF, BND, IEFA, APP | 13F-HR | 05 Nov 2025, 10:44 |
| Q2 2025 | 73 | $400,793,617 | +$101,267,137 | -$153,138,097 | -$51,870,960 | VOO, VXF, BND, IEFA, IETC | 13F-HR | 08 Aug 2025, 13:42 |
| Q1 2025 | 75 | $430,382,834 | +$150,057,459 | -$157,297,749 | -$7,240,290 | BND, VOO, VXF, IEFA, IAU | 13F-HR | 09 May 2025, 17:36 |
| Q4 2024 | 78 | $429,543,455 | +$136,605,444 | -$124,530,069 | +$12,075,375 | VOO, VXF, BND, IAU, MLPX | 13F-HR | 06 Feb 2025, 16:15 |
| Q3 2024 | 70 | $420,301,000 | +$92,782,418 | -$81,331,560 | +$11,450,858 | VOO, VXF, BND, INCO, PPA | 13F-HR | 31 Oct 2024, 15:13 |
| Q2 2024 | 68 | $384,341,000 | +$123,867,886 | -$108,048,717 | +$15,819,169 | VOO, VXF, BND, INCO, PPA | 13F-HR | 09 Aug 2024, 11:15 |
| Q1 2024 | 69 | $377,661,000 | +$143,135,727 | -$135,229,339 | +$7,906,388 | VOO, VXF, BND, PPA, VFMF | 13F-HR | 07 May 2024, 14:00 |
| Q4 2023 | 74 | $343,884,000 | +$136,748,410 | -$109,260,864 | +$27,487,546 | VOO, VXF, IBTL, SHY, DFNL | 13F-HR | 06 Feb 2024, 12:55 |
| Q3 2023 | 69 | $300,212,000 | +$60,228,362 | -$58,678,833 | +$1,549,529 | VOO, VXF, BND, QAI, SPHQ | 13F-HR | 13 Nov 2023, 12:19 |
| Q2 2023 | 64 | $305,523,000 | +$158,743,258 | -$138,684,869 | +$20,058,389 | VOO, VXF, BND, PKB, SPHQ | 13F-HR | 11 Aug 2023, 11:26 |
| Q1 2023 | 68 | $286,457,000 | +$122,027,018 | -$132,640,735 | -$10,613,717 | BIL, SHY, BND, JAAA, IAU | 13F-HR | 28 Apr 2023, 13:03 |
| Q4 2022 | 73 | $294,094,000 | +$133,314,352 | -$125,083,718 | +$8,230,634 | SHY, JPST, BIL, BND, JAAA | 13F-HR | 10 Feb 2023, 10:04 |
| Q2 2022 | 70 | $283,843,000 | +$92,863,984 | -$94,033,594 | -$1,169,610 | SHY, SH, BND, RSPG, IAU | 13F-HR | 04 Aug 2022, 12:50 |
| Q1 2022 | 65 | $306,281,000 | +$132,077,142 | -$130,252,255 | +$1,824,887 | VOO, VXF, BND, RSPG, COMB | 13F-HR | 05 May 2022, 11:13 |
| Q4 2021 | 72 | $302,066,000 | +$89,007,808 | -$84,441,310 | +$4,566,498 | VOO, VXF, BND, RSPR, XLV | 13F-HR | 31 Jan 2022, 10:19 |
| Q3 2021 | 68 | $282,125,000 | +$56,417,675 | -$48,342,274 | +$8,075,401 | VOO, VXF, BND, XHB, RSPH | 13F-HR | 29 Oct 2021, 11:42 |
| Q2 2021 | 68 | $278,647,000 | +$100,196,136 | -$80,660,127 | +$19,536,009 | VOO, VXF, BND, PEZ, XHB | 13F-HR | 29 Jul 2021, 11:48 |
| Q1 2021 | 65 | $250,713,000 | +$82,281,655 | -$85,408,962 | -$3,127,307 | VXF, VOO, BND, SCZ, PEZ | 13F-HR | 26 Apr 2021, 14:33 |
| Q4 2020 | 69 | $245,066,000 | +$135,758,812 | -$105,358,037 | +$30,400,775 | VXF, VOO, BND, SCZ, NULG | 13F-HR | 21 Jan 2021, 12:07 |
| Q3 2020 | 43 | $204,902,000 | +$101,582,461 | -$72,896,182 | +$28,686,279 | JPST, BSV, VNLA, IAU, BND | 13F-HR | 12 Nov 2020, 13:37 |
| Q2 2020 | 43 | $173,972,000 | +$66,140,416 | -$43,476,959 | +$22,663,457 | BSV, VOO, JPST, BND, NULG | 13F-HR | 17 Aug 2020, 13:54 |
| Q1 2020 | 41 | $132,311,000 | +$55,978,449 | -$75,041,507 | -$19,063,058 | VXF, VOO, BND, NULG, REGN | 13F-HR | 27 Apr 2020, 08:57 |
| Q4 2019 | 51 | $169,157,000 | +$24,742,383 | -$19,216,665 | +$5,525,718 | VXF, VOO, BND, GSSC, USMV | 13F-HR | 04 Feb 2020, 11:35 |
| Q3 2019 | 54 | $156,336,000 | +$98,277,311 | -$52,184,180 | +$46,093,131 | VXF, VOO, BND, GSSC, KBWY | 13F-HR | 17 Oct 2019, 12:42 |
| Q2 2019 | 41 | $109,103,000 | $0 | $0 | $0 | JPST, VNLA, BND, CVS, VCSH | 13F-HR | 07 Aug 2019, 10:55 |