Back to BEAM WEALTH ADVISORS, INC.

BEAM WEALTH ADVISORS, INC.

Q2 2026 13F filing

Updated 43 days ago

117 disclosed positions worth $453.4M

Portfolio value
$453.4M
Total holdings
117
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-07-29

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$79.1M
Shares
105.7K
% Port
17.45%
?
2.N/A

VANECK ETF TRUST

Value
$28.5M
Shares
717.2K
% Port
6.28%
E

ISHARES INC

Value
$26.9M
Shares
262.6K
% Port
5.92%
E

ISHARES TR

Value
$23.6M
Shares
240.0K
% Port
5.20%
?
5.N/A

DOUBLELINE ETF TRUST

Value
$18.5M
Shares
365.2K
% Port
4.08%
J

J P MORGAN EXCHANGE TRADED F

Value
$14.3M
Shares
309.5K
% Port
3.14%
V

VANGUARD INDEX FDS

Value
$10.9M
Shares
135.4K
% Port
2.41%
?
8.N/A

HARRIS OAKMARK ETF TRUST

Value
$10.8M
Shares
382.0K
% Port
2.37%
N

NVIDIA CORPORATION

Value
$9.6M
Shares
48.2K
% Port
2.13%
E
10.ETHA

ISHARES TR

Value
$8.8M
Shares
79.7K
% Port
1.94%
S

SPDR SERIES TRUST

Value
$8.7M
Shares
94.9K
% Port
1.92%
E
12.ETHA

ISHARES TR

Value
$7.1M
Shares
57.4K
% Port
1.57%
V
13.VGES

VANGUARD INDEX FDS

Value
$7.1M
Shares
10.4K
% Port
1.57%
A
14.AAPL

APPLE INC

Value
$7M
Shares
24.2K
% Port
1.54%
E
15.ETHA

ISHARES TR

Value
$6.7M
Shares
60.9K
% Port
1.48%
J
16.JNJ

ISHARES TR

Value
$6.7M
Shares
81.0K
% Port
1.47%
?
17.N/A

ISHARES TR

Value
$6.6M
Shares
101.2K
% Port
1.46%
J

J P MORGAN EXCHANGE TRADED F

Value
$6.3M
Shares
111.5K
% Port
1.39%
E
19.ETHA

ISHARES TR

Value
$4.7M
Shares
37.9K
% Port
1.04%
S

SPDR SERIES TRUST

Value
$4.7M
Shares
51.6K
% Port
1.03%
E
21.ETHA

ISHARES TR

Value
$4.4M
Shares
45.3K
% Port
0.97%
E
22.ETHA

ISHARES TR

Value
$4.3M
Shares
17.7K
% Port
0.94%
E
23.ETHA

ISHARES INC

Value
$4.2M
Shares
20.9K
% Port
0.94%
E
24.ETHA

ISHARES TR

Value
$4.1M
Shares
13.6K
% Port
0.90%
S

SCHWAB STRATEGIC TR

Value
$4.1M
Shares
128.8K
% Port
0.90%
E
26.ETHA

ISHARES TR

Value
$4.1M
Shares
27.8K
% Port
0.90%
?
27.N/A

ALPS ETF TR

Value
$3.9M
Shares
82.3K
% Port
0.86%
E
28.ETHA

ISHARES TR

Value
$3.8M
Shares
40.3K
% Port
0.84%
V
29.VGES

VANGUARD INDEX FDS

Value
$3.8M
Shares
10.1K
% Port
0.83%
E
30.ETHA

INVESCO EXCH TRADED FD TR II

Value
$3.7M
Shares
12.2K
% Port
0.81%
J

J P MORGAN EXCHANGE TRADED F

Value
$3.7M
Shares
59.6K
% Port
0.81%
E
32.ETHA

ISHARES TR

Value
$3.7M
Shares
47.7K
% Port
0.81%
B
33.BITB

BITWISE BITCOIN ETF TR

Value
$3.5M
Shares
111.4K
% Port
0.78%
X
34.XOM

EXXON MOBIL CORP

Value
$3.4M
Shares
24.9K
% Port
0.75%
V
35.VGES

VANGUARD INDEX FDS

Value
$3.4M
Shares
11.2K
% Port
0.75%
H

HUNTINGTON BANCSHARES INC

Value
$3.3M
Shares
185.0K
% Port
0.73%
W
37.WMT

WALMART INC

Value
$3.3M
Shares
29.2K
% Port
0.73%
E
38.ETHA

ISHARES TR

Value
$3.1M
Shares
31.5K
% Port
0.69%
?
39.N/A

FIDELITY COVINGTON TRUST

Value
$3M
Shares
108.2K
% Port
0.65%
E
40.ETHA

ISHARES TR

Value
$2.9M
Shares
32.7K
% Port
0.64%
A
41.AMZN

AMAZON COM INC

Value
$2.9M
Shares
12.0K
% Port
0.63%
B
42.BLK

ISHARES TR

Value
$2.9M
Shares
34.7K
% Port
0.63%
V
43.VGES

VANGUARD TAX-MANAGED FDS

Value
$2.8M
Shares
38.9K
% Port
0.61%
?
44.N/A

FIDELITY COVINGTON TRUST

Value
$2.5M
Shares
67.3K
% Port
0.55%
C
45.CVX

CHEVRON CORPORATION

Value
$2.5M
Shares
14.9K
% Port
0.54%
E
46.ETHW

BITWISE ETHEREUM ETF

Value
$2.4M
Shares
210.9K
% Port
0.52%
F
47.FBTC

FIDELITY WISE ORIGIN BITCOIN

Value
$2.3M
Shares
44.3K
% Port
0.50%
K
48.KOLD

PROSHARES TR

Value
$2.2M
Shares
38.5K
% Port
0.48%
I

ISHARES TR

Value
$2.2M
Shares
11.5K
% Port
0.48%
?
50.N/A

GLOBAL X FDS

Value
$2M
Shares
49.7K
% Port
0.45%