BEAM WEALTH ADVISORS, INC.
CIK 1803426
13F filing for Q2 2026・No. 4,154
- Holdings
- US$453.42M
- Quarter change
- +US$51.68M
- Entries
- 117
- Net bought (estimate)
- +US$17.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 3
- Cut 56
- Added 46
- Corporate actions 0
- Unchanged 3
Largest holdings
117 stocks worth US$453.42M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 105,678 | US$79.14M | 17.45% |
| VANECK ETF TRUSTREAL ASSETS ETF | Added | 717,249 | US$28.45M | 6.28% |
| EMXCISHARES INCMSCI EMRG CHN | Cut | 262,556 | US$26.86M | 5.92% |
| ISHARES TRMRGSTR MD CP GRW | Cut | 239,990 | US$23.59M | 5.20% |
| DOUBLELINE ETF TRUSTASSE BA SECS ETF | Added | 365,172 | US$18.51M | 4.08% |
| J P MORGAN EXCHANGE TRADED FINCOME ETF | Added | 309,484 | US$14.25M | 3.14% |
| VANGUARD INDEX FDSMID CAP ETF | CutSplit 4:1 | 135,400 | US$10.91M | 2.41% |
| HARRIS OAKMARK ETF TRUSTOAKMARK U S LRG | Cut | 382,037 | US$10.76M | 2.37% |
| NVDANvidiaCOM | Cut | 48,193 | US$9.64M | 2.13% |
| ISHARES TRRUS MID CAP ETF | Added | 79,718 | US$8.79M | 1.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.