Universe · entity
BEAM WEALTH ADVISORS, INC.
Institutional manager (13F) · CIK 1803426
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $353M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $73M | 112,407 |
| 2 | VANECK ETF TRUST | $29M | 706,647 |
| 3 | ISHARES INC | $23M | 290,369 |
| 4 | ISHARES TR | $21M | 260,379 |
| 5 | DOUBLELINE ETF TRUST | $17M | 333,511 |
| 6 | HARRIS OAKMARK ETF TRUST | $11M | 404,281 |
| 7 | VANGUARD INDEX FDS | $10M | 35,260 |
| 8 | NVIDIA CORPORATION | $9M | 49,363 |
| 9 | J P MORGAN EXCHANGE TRADED F | $8M | 173,934 |
| 10 | SPDR SERIES TRUST | $8M | 84,259 |
| 11 | ISHARES TR | $8M | 77,300 |
| 12 | ISHARES TR | $6M | 57,523 |
| 13 | ISHARES TR | $6M | 60,870 |
| 14 | APPLE INC | $6M | 24,299 |
| 15 | J P MORGAN EXCHANGE TRADED F | $6M | 101,691 |
| 16 | ISHARES TR | $6M | 104,264 |
| 17 | ISHARES TR | $4M | 20,008 |
| 18 | EXXON MOBIL CORP | $4M | 25,068 |
| 19 | ISHARES TR | $4M | 46,470 |
| 20 | BITWISE BITCOIN ETF TR | $4M | 113,163 |
| 21 | SPDR SERIES TRUST | $4M | 51,726 |
| 22 | ISHARES INC | $4M | 21,030 |
| 23 | ISHARES TR | $4M | 50,488 |
| 24 | ALPS ETF TR | $4M | 85,552 |
| 25 | ISHARES TR | $4M | 38,900 |
| 26 | ISHARES TR | $4M | 43,318 |
| 27 | SCHWAB STRATEGIC TR | $3M | 112,874 |
| 28 | ISHARES TR | $3M | 26,842 |
| 29 | WALMART INC | $3M | 27,051 |
| 30 | ISHARES TR | $3M | 13,565 |
| 31 | VANGUARD INDEX FDS | $3M | 10,414 |
| 32 | ISHARES TR | $3M | 41,567 |
| 33 | BITWISE ETHEREUM ETF | $3M | 216,676 |
| 34 | HUNTINGTON BANCSHARES INC | $3M | 204,976 |
| 35 | CHEVRON CORPORATION | $3M | 14,854 |
| 36 | ISHARES TR | $3M | 30,588 |
| 37 | VANGUARD INDEX FDS | $3M | 11,274 |
| 38 | FIDELITY COVINGTON TRUST | $3M | 98,266 |
| 39 | J P MORGAN EXCHANGE TRADED F | $3M | 47,536 |
| 40 | INVESCO EXCH TRADED FD TR II | $3M | 11,017 |
| 41 | ISHARES TR | $3M | 31,056 |
| 42 | VANGUARD TAX-MANAGED FDS | $3M | 40,249 |
| 43 | FIDELITY WISE ORIGIN BITCOIN | $3M | 43,250 |
| 44 | AMAZON COM INC | $2M | 11,976 |
| 45 | SPROTT ASSET MANAGEMENT LP | $2M | 98,885 |
| 46 | FIDELITY COVINGTON TRUST | $2M | 75,728 |
| 47 | ISHARES GOLD TR | $2M | 24,882 |
| 48 | PROSHARES TR | $2M | 20,088 |
| 49 | ISHARES TR | $2M | 13,228 |
| 50 | GLOBAL X FDS | $2M | 52,218 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.