Beam Wealth Advisors, Inc. Portfolio Holdings
Beam Wealth Advisors, Inc.
- $330 Million
- Q3 2025
Beam Wealth Advisors, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $330 Million distributed in 109 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 $69.8M, Vaneck ETF Trust Inflation All with a value of $24.2M, Ishares Inc Msci Emerging Mkts with a value of $21M, Nvidia Corp with a value of $12.2M, and Vanguard Mid Cap ETF with a value of $9.44M.
Examining the 13F form we can see an increase of $9.45M in the current position value, from $321M to 330M.
Below you can find more details about Beam Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$330 Million
ETFs: $272 Million
Technology: $27.6 Million
Energy: $9.37 Million
Financial Services: $7.52 Million
Consumer Defensive: $6.32 Million
Consumer Cyclical: $3.2 Million
Communication Services: $2.68 Million
Healthcare: $1.15 Million
Other: $0