13F Insight
DOSSIER · 13F-HR · Q2 2026

BEAM WEALTH ADVISORS, INC.

$453M in tracked AUM across 117 positions as of Q2 2026.

BW
CIK 0001803426 · last filed Jun 30, 2026
Total AUM
$453M
as of Q2 2026
Holdings
117
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BEAM WEALTH ADVISORS, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$79M106K17.5%02
RAAX
VANECK ETF TRUST
$28M717K6.3%03
EMXC
ISHARES INC
$27M263K5.9%04
IMCG
ISHARES TR
$24M240K5.2%05
DABS
DOUBLELINE ETF TRUST
$19M365K4.1%06
JPIE
J P MORGAN EXCHANGE TRADED F
$14M309K3.1%07
VO
VANGUARD INDEX FDS
$11M135K2.4%08
OAKM
HARRIS OAKMARK ETF TRUST
$11M382K2.4%09
NVDA
NVIDIA CORPORATION
$10M48K2.1%10
IWR
ISHARES TR
$9M80K1.9%

Filing history

2026Q2Jun 30
$453M▲ 12.9%
117 positionsView →2026Q1Mar 31
$402M▲ 10.3%
108 positionsView →2025Q4Dec 31
$364M▼ 0.7%
107 positionsView →2025Q3Sep 30
$367M▲ 9.4%
109 positionsView →2025Q2Jun 30
$336M▲ 13.2%
107 positionsLocked2025Q1Mar 31
$297M▼ 6.2%
102 positionsLocked2024Q4Dec 31
$316M▼ 4.2%
104 positionsLocked2024Q3Sep 30
$330M▲ 9.9%
102 positionsLocked2024Q2Jun 30
$300M▲ 80.5%
104 positionsLocked2024Q1Mar 31
$166M▲ 5.5%
114 positionsLocked2023Q4Dec 31
$158M▲ 12.1%
105 positionsLocked2023Q3Sep 30
$141M▼ 2.4%
97 positionsLocked
Showing 12 of 27