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Filers›Hedge Fund›BEAM WEALTH ADVISORS, INC.
DOSSIER · 13F-HR · Q1 2026

BEAM WEALTH ADVISORS, INC.

BEAM WEALTH's hedge fund based in Greenwich, CT — $402M in tracked AUM across 108 positions as of Q1 2026.

BW
BEAM WEALTH·Greenwich, CT·Hedge Fund
CIK 0001803426 · last filed Mar 31, 2026
Total AUM
$402M
▼ 11.9%
vs prior
Holdings
108
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BEAM WEALTH ADVISORS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$73M112K18.3%
02
RAAX
VANECK ETF TRUST
$29M707K7.2%
03
EMXC
ISHARES INC
$23M290K5.7%
04
IMCG
ISHARES TR
$21M260K5.1%
05
DABS
DOUBLELINE ETF TRUST
$17M334K4.2%
06
OAKM
HARRIS OAKMARK ETF TRUST
$11M404K2.8%
07
VO
VANGUARD INDEX FDS
$10M35K2.5%
08
NVDA
NVIDIA CORPORATION
$9M49K2.1%
09
JPIE
J P MORGAN EXCHANGE TRADED F
$8M174K2.0%
10
BIL
SPDR SERIES TRUST
$8M84K1.9%

Filing history

Filing history loading…
AI Agent · grounded in BEAM
haiku-4-5 · 108 positions indexed
Sector mix
  • Tech28%
  • Financials5%
  • Health Care18%
  • Cons. Disc.11%
  • Energy40%
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