13F Insight
DOSSIER · 13F-HR · Q1 2026

BEAM WEALTH ADVISORS, INC.

$402M in tracked AUM across 108 positions as of Q1 2026.

BW
CIK 0001803426 · last filed Mar 31, 2026
Total AUM
$402M
as of Q1 2026
Holdings
108
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$144M▲ 44.6%
104 positionsLocked
Showing 12 of 26