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BEAM WEALTH ADVISORS, INC.
Updated 2 days agoManaged by Beam Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$462.7M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $367M |
| Q4 2025 | $364.3M |
| Q1 2026 | $401.7M |
| Q2 2026 | $401.7M |
| Q3 2026 | $462.7M |
Top holdings
116 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $81.1M | 105.9K | 17.53% | — | |
| 2 | $28.9M | 724.4K | 6.24% | — | |
| 3 | $26M | 262.1K | 5.61% | — | |
| 4 | $22.6M | 240.3K | 4.88% | — | |
| 5 | ? N/A DOUBLELINE ETF TRUST | $18.8M | 378.3K | 4.07% | — |
| 6 | $15.3M | 341.3K | 3.31% | — | |
| 7 | ? N/A HARRIS OAKMARK ETF TRUST | $11.3M | 384.0K | 2.44% | — |
| 8 | $10.9M | 138.7K | 2.35% | — | |
| 9 | $10.7M | 46.7K | 2.31% | — | |
| 10 | $9.1M | 98.8K | 1.96% | — | |
| 11 | $8.5M | 79.2K | 1.83% | — | |
| 12 | $8.1M | 24.3K | 1.75% | — | |
| 13 | $7.4M | 10.5K | 1.59% | — | |
| 14 | $7.3M | 129.9K | 1.58% | — | |
| 15 | $7.2M | 85.7K | 1.56% | — | |
| 16 | $7.1M | 59.1K | 1.53% | — | |
| 17 | $6.4M | 58.3K | 1.39% | — | |
| 18 | ? N/A ISHARES TR | $6.3M | 102.4K | 1.35% | — |
| 19 | $5.1M | 112.0K | 1.10% | — | |
| 20 | $4.8M | 52.5K | 1.04% | — |