StockDriftsStockDriftsTop 50 Beacon Harbor Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 5.79% | 375.2K | $27.6M | +4.34%(+15.60K) | $76.83(-4.75%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.71% | 45.6K | $27.3M | +1.75%(+785) | $402.93(+69.36%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 5.68% | 131.7K | $27.1M | +2.08%(+2.68K) | $163.74(+39.01%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 3.2% | 21.7K | $15.3M | -44.96%(-17.76K) | $128.89(+699.45%) | 2026-03-31 | |
| DXJ | WISDOMTREE TR | 3.07% | 92.3K | $14.6M | +0.51%(+470) | $136.17(+25.96%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 3.05% | 165.2K | $14.6M | -2.43%(-4.11K) | $36.08(+144.43%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 3% | 353.0K | $14.3M | +1.40%(+4.88K) | $35.83(+14.98%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 2.83% | 447.2K | $13.5M | +2.33%(+10.19K) | $27.72(+12.28%) | 2026-03-31 | |
| COMB | GRANITESHARES ETF TR | 2.82% | 512.3K | $13.5M | new | $22.86(+21.70%) | 2026-03-31 | |
| SLV | ISHARES SILVER TR | 2.69% | 188.3K | $12.8M | new | $66.28(+19.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.12% | +44.73% |
| Top 20 Holdings Unweighted | +14.79% | +51.26% |
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