Universe · entity

BEAM WEALTH ADVISORS, INC.

Institutional manager (13F) · CIK 1803426
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $353M
#IssuerValueShares
1ISHARES TR$73M112,407
2VANECK ETF TRUST$29M706,647
3ISHARES INC$23M290,369
4ISHARES TR$21M260,379
5DOUBLELINE ETF TRUST$17M333,511
6HARRIS OAKMARK ETF TRUST$11M404,281
7VANGUARD INDEX FDS$10M35,260
8NVIDIA CORPORATION$9M49,363
9J P MORGAN EXCHANGE TRADED F$8M173,934
10SPDR SERIES TRUST$8M84,259
11ISHARES TR$8M77,300
12ISHARES TR$6M57,523
13ISHARES TR$6M60,870
14APPLE INC$6M24,299
15J P MORGAN EXCHANGE TRADED F$6M101,691
16ISHARES TR$6M104,264
17ISHARES TR$4M20,008
18EXXON MOBIL CORP$4M25,068
19ISHARES TR$4M46,470
20BITWISE BITCOIN ETF TR$4M113,163
21SPDR SERIES TRUST$4M51,726
22ISHARES INC$4M21,030
23ISHARES TR$4M50,488
24ALPS ETF TR$4M85,552
25ISHARES TR$4M38,900
26ISHARES TR$4M43,318
27SCHWAB STRATEGIC TR$3M112,874
28ISHARES TR$3M26,842
29WALMART INC$3M27,051
30ISHARES TR$3M13,565
31VANGUARD INDEX FDS$3M10,414
32ISHARES TR$3M41,567
33BITWISE ETHEREUM ETF$3M216,676
34HUNTINGTON BANCSHARES INC$3M204,976
35CHEVRON CORPORATION$3M14,854
36ISHARES TR$3M30,588
37VANGUARD INDEX FDS$3M11,274
38FIDELITY COVINGTON TRUST$3M98,266
39J P MORGAN EXCHANGE TRADED F$3M47,536
40INVESCO EXCH TRADED FD TR II$3M11,017
41ISHARES TR$3M31,056
42VANGUARD TAX-MANAGED FDS$3M40,249
43FIDELITY WISE ORIGIN BITCOIN$3M43,250
44AMAZON COM INC$2M11,976
45SPROTT ASSET MANAGEMENT LP$2M98,885
46FIDELITY COVINGTON TRUST$2M75,728
47ISHARES GOLD TR$2M24,882
48PROSHARES TR$2M20,088
49ISHARES TR$2M13,228
50GLOBAL X FDS$2M52,218
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.