Beam Wealth Advisors
$453M 13F equity value
120 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Beam Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 105,678 | $79M | 17.5% |
| RAAX | VANECK ETF TRUST | 717,249 | $28M | 6.3% |
| EMXC | ISHARES INC | 262,556 | $27M | 5.9% |
| IMCG | ISHARES TR | 239,990 | $24M | 5.2% |
| DABS | DOUBLELINE ETF TRUST | 365,172 | $19M | 4.1% |
| JPIE | J P MORGAN EXCHANGE TRADED F | 309,484 | $14M | 3.1% |
| VO | VANGUARD INDEX FDS | 135,400 | $11M | 2.4% |
| OAKM | HARRIS OAKMARK ETF TRUST | 382,037 | $11M | 2.4% |
| NVDA | NVIDIA CORPORATION | 48,193 | $10M | 2.1% |
| IWR | ISHARES TR | 79,718 | $9M | 1.9% |
Track Beam Wealth Advisors's 13F portfolio: $453M in reported holdings, 120 positions. Top holdings and quarterly changes on SentiSense.
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