BEAM WEALTH ADVISORS, INC.: 13F holdings
CIK 18034262026Q2
| Positions | 117 |
|---|
| Reported value | $453.4m |
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| Filed | 2026-07-29 |
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Change since last quarter
| Positions | 117 (+9 vs prior quarter) |
|---|
| Reported value | $453.4m (+12.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 105,678 | $79.1m | 17.5% |
| RAAX VANECK ETF TRUST | 717,249 | $28.5m | 6.3% |
| EMXC ISHARES INC | 262,556 | $26.9m | 5.9% |
| IMCG ISHARES TR | 239,990 | $23.6m | 5.2% |
| DOUBLELINE ETF TRUST | 365,172 | $18.5m | 4.1% |
| JPIE J P MORGAN EXCHANGE TRADED F | 309,484 | $14.3m | 3.1% |
| VO VANGUARD INDEX FDS | 135,400 | $10.9m | 2.4% |
| OAKM HARRIS OAKMARK ETF TRUST | 382,037 | $10.8m | 2.4% |
| NVDA NVIDIA CORPORATION | 48,193 | $9.6m | 2.1% |
| IWR ISHARES TR | 79,718 | $8.8m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803426")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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