§ 13F · FUND PROFILE
BEAM WEALTH ADVISORS, INC..
AUM · $855M (13F)Positions · 225Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 106K | $79M | 9.3% | — |
| 2 | IVV | ISHARES TR | 112K | $73M | 8.6% | +94% |
| 3 | RAAX | VANECK ETF TRUST | 707K | $29M | 3.4% | — |
| 4 | RAAX | VANECK ETF TRUST | 717K | $28M | 3.3% | +102% |
| 5 | EMXC | ISHARES INC | 263K | $27M | 3.1% | — |
| 6 | IMCG | ISHARES TR | 240K | $24M | 2.8% | — |
| 7 | EMXC | ISHARES INC | 290K | $23M | 2.7% | +90% |
| 8 | IMCG | ISHARES TR | 260K | $21M | 2.4% | +92% |
| 9 | DABS | DOUBLELINE ETF TRUST | 365K | $19M | 2.2% | +109% |
| 10 | DABS | DOUBLELINE ETF TRUST | 334K | $17M | 2.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEAM SIGNAL
AC read
BEAM WEALTH ADVISORS, INC. is a Other fund managing $855 million in assets. The fund runs a broad portfolio of 225 positions.
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