Beam Wealth Advisors, Inc. Portfolio Holdings
Beam Wealth Advisors, Inc.
- $321 Million
- Q2 2025
Beam Wealth Advisors, Inc. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $321 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $62.2M, Vaneck ETF Trust Inflation All with a value of $20.4M, Ishares Barclays 1 3 Year Trea with a value of $19.8M, Ishares Inc Msci Emerging Mkts with a value of $18.3M, and Nvidia Corp with a value of $10.4M.
Examining the 13F form we can see an increase of $31.9M in the current position value, from $289M to 321M.
Below you can find more details about Beam Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$321 Million
ETFs: $265 Million
Technology: $22.4 Million
Energy: $10.3 Million
Financial Services: $6.56 Million
Consumer Defensive: $6.19 Million
Communication Services: $5.36 Million
Consumer Cyclical: $3.4 Million
Healthcare: $1.48 Million
Other: $0