Long-term investor
Beacon Harbor Wealth Advisors, Inc. @beaconharborwealthadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001784093).
Record
- Tracked since 2025-06-30 (477 days), 152 trades recorded
- Returns: week n/a · month n/a · 90 days -1.1% · 6 months +7.6% · 1 year +27.4% · all +27.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908652 · 9.1% · long · since 2025-06-30
- 922908363 · 6.3% · long · since 2025-06-30
- 921937835 · 5.8% · long · since 2025-06-30
- 46434G103 · 4.8% · long · since 2025-06-30
- 25434V872 · 3.2% · long · since 2025-06-30
- 38747R108 · 2.9% · long · since 2026-03-31
- 23908L108 · 2.9% · long · since 2026-06-30
- 69374H634 · 2.9% · long · since 2026-06-30
- 46432F842 · 2.8% · long · since 2025-06-30
- 032108664 · 2.8% · long · since 2026-06-30
- LITE · 2.5% · long · since 2025-09-30
- 47103U845 · 2.2% · long · since 2025-06-30