§ 13F · FUND PROFILE
BEAM WEALTH ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $335.5T (13F)Positions · 107Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 106K | $72.4T | 19.9% | +1% |
| 2 | RAAX | VANECK ETF TRUST | 733K | $25.6T | 7.0% | +4% |
| 3 | EMXC | ISHARES INC | 317K | $23.1T | 6.3% | +2% |
| 4 | DABS | DOUBLELINE ETF TRUST | 276K | $14.1T | 3.9% | +9% |
| 5 | NVDA | NVIDIA CORPORATION | 63K | $11.7T | 3.2% | −3% |
| 6 | BIL | SPDR SERIES TRUST | 111K | $10.1T | 2.8% | +17% |
| 7 | VO | VANGUARD INDEX FDS | 33K | $9.6T | 2.6% | +3% |
| 8 | IWR | ISHARES TR | 73K | $7.1T | 1.9% | +2% |
| 9 | AAPL | APPLE INC | 26K | $7.0T | 1.9% | −5% |
| 10 | QQQ | INVESCO QQQ TR | 11K | $7.0T | 1.9% | +2% |
§ 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 $335520.8 trillion in assets. The fund runs a portfolio of 107 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed