# EDGAR Filing Document

**Accession Number:** 0001784093
**File Stem:** 0002063364-26-000136
**Filing Date:** 2026-4
**Character Count:** 10866
**Document Hash:** 39c02ba76432cf0ae9c4df9eb67e675e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063364-26-000136.hdr.sgml**: 20260430

**ACCESSION NUMBER**: 0002063364-26-000136

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260430

**DATE AS OF CHANGE**: 20260430

**EFFECTIVENESS DATE**: 20260430

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Beacon Harbor Wealth Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001784093

**ORGANIZATION NAME:**
- **EIN:** 832819533
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19562
- **FILM NUMBER:** 26922248

**BUSINESS ADDRESS:**
- **STREET 1:** 440 VIKING DRIVE
- **STREET 2:** SUITE 200
- **CITY:** VIRGINIA BEACH
- **STATE:** VA
- **ZIP:** 23452
- **BUSINESS PHONE:** 757-644-4546

**MAIL ADDRESS:**
- **STREET 1:** 440 VIKING DRIVE
- **STREET 2:** SUITE 200
- **CITY:** VIRGINIA BEACH
- **STATE:** VA
- **ZIP:** 23452

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Beacon Harbor Wealth Advisors Inc.<br>**Address:** 440 VIKING DRIVE<br>SUITE 200<br>VIRGINIA BEACH, VA 23452

**Form 13F File Number:** 028-19562

**CRD Number (if applicable):** 000300243

**SEC File Number (if applicable):** 801-114773

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jim Cullen<br>**Title:** Filing Agent<br>**Phone:** 401-466-6010

**Signature, Place, and Date of Signing:**

Jim Cullen  East Providence, RI  04-30-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $477165905

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 7565475 | 34785 | SH |  | SOLE | 0 | 0 | 0 | 34785 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 8518102 | 29622 | SH |  | SOLE | 0 | 0 | 0 | 29622 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 920534 | 3209 | SH |  | SOLE | 0 | 0 | 0 | 3209 |
| AMAZON COM INC | COM | 023135106 |  | 479021 | 2300 | SH |  | SOLE | 0 | 0 | 0 | 2300 |
| AMGEN INC | COM | 031162100 |  | 8558136 | 24323 | SH |  | SOLE | 0 | 0 | 0 | 24323 |
| AMPHENOL CORP | CL A | 032095101 |  | 7522500 | 59537 | SH |  | SOLE | 0 | 0 | 0 | 59537 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 |  | 7500225 | 77036 | SH |  | SOLE | 0 | 0 | 0 | 77036 |
| APPLE INC | COM | 037833100 |  | 8473287 | 33387 | SH |  | SOLE | 0 | 0 | 0 | 33387 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 4865152 | 12224 | SH |  | SOLE | 0 | 0 | 0 | 12224 |
| AT INC | COM | 00206R102 |  | 208777 | 7202 | SH |  | SOLE | 0 | 0 | 0 | 7202 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 536944 | 1121 | SH |  | SOLE | 0 | 0 | 0 | 1121 |
| CHEVRON CORPORATION | COM | 166764100 |  | 8780982 | 42441 | SH |  | SOLE | 0 | 0 | 0 | 42441 |
| CITIGROUP INC | COM NEW | 172967424 |  | 6751297 | 59530 | SH |  | SOLE | 0 | 0 | 0 | 59530 |
| COCA COLA CO | COM | 191216100 |  | 8241615 | 108371 | SH |  | SOLE | 0 | 0 | 0 | 108371 |
| COMFORT SYS USA INC | COM | 199908104 |  | 8885522 | 6444 | SH |  | SOLE | 0 | 0 | 0 | 6444 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 4720162 | 89431 | SH |  | SOLE | 0 | 0 | 0 | 89431 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 |  | 8624448 | 204274 | SH |  | SOLE | 0 | 0 | 0 | 204274 |
| EBAY INC. | COM | 278642103 |  | 7636305 | 83897 | SH |  | SOLE | 0 | 0 | 0 | 83897 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 10184559 | 60029 | SH |  | SOLE | 0 | 0 | 0 | 60029 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 |  | 360387 | 1545 | SH |  | SOLE | 0 | 0 | 0 | 1545 |
| FLEXTRONICS INTL LTD | ORD | Y2573F102 |  | 6716131 | 102599 | SH |  | SOLE | 0 | 0 | 0 | 102599 |
| GE AEROSPACE | COM NEW | 369604301 |  | 478720 | 1687 | SH |  | SOLE | 0 | 0 | 0 | 1687 |
| GE VERNOVA INC | COM | 36828A101 |  | 300278 | 344 | SH |  | SOLE | 0 | 0 | 0 | 344 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 347702 | 411 | SH |  | SOLE | 0 | 0 | 0 | 411 |
| GRANITESHARES ETF TR | BBG COMMD K 1 | 38747R108 |  | 13455799 | 512309 | SH |  | SOLE | 0 | 0 | 0 | 512309 |
| ICAHN ENTERPRISES LP | DEPOSITARY UNIT | 451100101 |  | 85693 | 11350 | SH |  | SOLE | 0 | 0 | 0 | 11350 |
| INTEL CORP | COM | 458140100 |  | 397758 | 9013 | SH |  | SOLE | 0 | 0 | 0 | 9013 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 442362 | 1825 | SH |  | SOLE | 0 | 0 | 0 | 1825 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 14560814 | 165164 | SH |  | SOLE | 0 | 0 | 0 | 165164 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 12479668 | 178920 | SH |  | SOLE | 0 | 0 | 0 | 178920 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 12828309 | 188264 | SH |  | SOLE | 0 | 0 | 0 | 188264 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1375022 | 12911 | SH |  | SOLE | 0 | 0 | 0 | 12911 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 3054720 | 38958 | SH |  | SOLE | 0 | 0 | 0 | 38958 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 737802 | 10513 | SH |  | SOLE | 0 | 0 | 0 | 10513 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 358925 | 2314 | SH |  | SOLE | 0 | 0 | 0 | 2314 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 5613238 | 185133 | SH |  | SOLE | 0 | 0 | 0 | 185133 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 287744 | 807 | SH |  | SOLE | 0 | 0 | 0 | 807 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 9589231 | 105923 | SH |  | SOLE | 0 | 0 | 0 | 105923 |
| ISHARES TR | CORE S ETF | 464287200 |  | 212293 | 325 | SH |  | SOLE | 0 | 0 | 0 | 325 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 9534141 | 189282 | SH |  | SOLE | 0 | 0 | 0 | 189282 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 443991 | 1816 | SH |  | SOLE | 0 | 0 | 0 | 1816 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 7499609 | 25495 | SH |  | SOLE | 0 | 0 | 0 | 25495 |
| KANDI TECHNOLOGIES GROUP INC | USD ORD SHS | G5214E103 |  | 11490 | 13750 | SH |  | SOLE | 0 | 0 | 0 | 13750 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 14309566 | 352974 | SH |  | SOLE | 0 | 0 | 0 | 352974 |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 |  | 13483020 | 447198 | SH |  | SOLE | 0 | 0 | 0 | 447198 |
| LUMENTUM HLDGS INC | COM | 55024U109 |  | 15280813 | 21744 | SH |  | SOLE | 0 | 0 | 0 | 21744 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 256538 | 5086 | SH |  | SOLE | 0 | 0 | 0 | 5086 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 6191922 | 71459 | SH |  | SOLE | 0 | 0 | 0 | 71459 |
| MERCK  CO INC | COM | 58933Y105 |  | 5998381 | 49866 | SH |  | SOLE | 0 | 0 | 0 | 49866 |
| MICROSOFT CORP | COM | 594918104 |  | 731086 | 1975 | SH |  | SOLE | 0 | 0 | 0 | 1975 |
| NEWMONT CORP | COM | 651639106 |  | 8163566 | 75414 | SH |  | SOLE | 0 | 0 | 0 | 75414 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 8788584 | 94623 | SH |  | SOLE | 0 | 0 | 0 | 94623 |
| NUCOR CORP | COM | 670346105 |  | 202920 | 1200 | SH |  | SOLE | 0 | 0 | 0 | 1200 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7010880 | 40200 | SH |  | SOLE | 0 | 0 | 0 | 40200 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 610400 | 3500 | SH |  | SOLE | 0 | 0 | 0 | 3500 |
| PEPSICO INC | COM | 713448108 |  | 8219500 | 52930 | SH |  | SOLE | 0 | 0 | 0 | 52930 |
| PFIZER INC | COM | 717081103 |  | 8503733 | 302840 | SH |  | SOLE | 0 | 0 | 0 | 302840 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 6725205 | 40675 | SH |  | SOLE | 0 | 0 | 0 | 40675 |
| PROLOGIS INC. | COM | 74340W103 |  | 7864446 | 59498 | SH |  | SOLE | 0 | 0 | 0 | 59498 |
| TEXAS INSTRS INC | COM | 882508104 |  | 8240078 | 42444 | SH |  | SOLE | 0 | 0 | 0 | 42444 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 7393331 | 27323 | SH |  | SOLE | 0 | 0 | 0 | 27323 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 27630739 | 375214 | SH |  | SOLE | 0 | 0 | 0 | 375214 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 5542636 | 80585 | SH |  | SOLE | 0 | 0 | 0 | 80585 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 4176218 | 86914 | SH |  | SOLE | 0 | 0 | 0 | 86914 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 27107677 | 131719 | SH |  | SOLE | 0 | 0 | 0 | 131719 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 27260990 | 45621 | SH |  | SOLE | 0 | 0 | 0 | 45621 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 255276 | 1187 | SH |  | SOLE | 0 | 0 | 0 | 1187 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 8028304 | 159926 | SH |  | SOLE | 0 | 0 | 0 | 159926 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 7416416 | 29597 | SH |  | SOLE | 0 | 0 | 0 | 29597 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 |  | 6989022 | 24076 | SH |  | SOLE | 0 | 0 | 0 | 24076 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 |  | 14639788 | 92318 | SH |  | SOLE | 0 | 0 | 0 | 92318 |

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