§ 13F · FUND PROFILE
BEAM WEALTH ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $367M (13F)Positions · 109Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 112K | $73M | 18.3% | +6% |
| 2 | RAAX | VANECK ETF TRUST | 707K | $29M | 7.2% | −4% |
| 3 | EMXC | ISHARES INC | 290K | $23M | 5.7% | −8% |
| 4 | IMCG | ISHARES TR | 260K | $21M | 5.1% | +530% |
| 5 | DABS | DOUBLELINE ETF TRUST | 334K | $17M | 4.2% | +21% |
| 6 | OAKM | HARRIS OAKMARK ETF TRUST | 404K | $11M | 2.8% | +1431% |
| 7 | VO | VANGUARD INDEX FDS | 35K | $10M | 2.5% | +7% |
| 8 | NVDA | NVIDIA CORPORATION | 49K | $9M | 2.1% | −22% |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | 174K | $8M | 2.0% | NEW |
| 10 | BIL | SPDR SERIES TRUST | 84K | $8M | 1.9% | −24% |
§ 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 $367 million in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed