Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BEAM WEALTH ADVISORS, INC. (CIK 1803426) reported $401.7M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($73.4M, 18.28%), RAAX ($28.8M, 7.16%), EMXC ($22.8M, 5.69%), IMCG ($20.5M, 5.11%), DABS ($16.9M, 4.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $73.4M | 18.28% | 112,407 | Added |
| 2 | RAAX | VANECK ETF TRUST | $28.8M | 7.16% | 706,647 | Trimmed |
| 3 | EMXC | ISHARES INC | $22.8M | 5.69% | 290,369 | Trimmed |
| 4 | IMCG | ISHARES TR | $20.5M | 5.11% | 260,379 | Added |
| 5 | DABS | DOUBLELINE ETF TRUST | $16.9M | 4.22% | 333,511 | Added |
| 6 | OAKM | HARRIS OAKMARK ETF TRUST | $11.1M | 2.77% | 404,281 | Added |
| 7 | VO | VANGUARD INDEX FDS | $10.1M | 2.52% | 35,260 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $8.6M | 2.14% | 49,363 | Trimmed |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | $8.0M | 1.99% | 173,934 | New |
| 10 | BIL | SPDR SERIES TRUST | $7.7M | 1.92% | 84,259 | Trimmed |
| 11 | IWR | ISHARES TR | $7.5M | 1.87% | 77,300 | Added |
| 12 | EFG | ISHARES TR | $6.4M | 1.59% | 57,523 | Added |
| 13 | IUSV | ISHARES TR | $6.2M | 1.55% | 60,870 | Trimmed |
| 14 | AAPL | APPLE INC | $6.2M | 1.54% | 24,299 | Trimmed |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.43% | 101,691 | Added |
| 16 | ISCG | ISHARES TR | $5.7M | 1.42% | 104,264 | Added |
| 17 | IWD | ISHARES TR | $4.3M | 1.06% | 20,008 | Added |
| 18 | XOM | EXXON MOBIL CORP | $4.3M | 1.06% | 25,068 | Trimmed |
| 19 | IEFA | ISHARES TR | $4.2M | 1.05% | 46,470 | Added |
| 20 | BITB | BITWISE BITCOIN ETF TR | $4.2M | 1.04% | 113,163 | Added |
| 21 | SPTM | SPDR SERIES TRUST | $4.1M | 1.02% | 51,726 | Trimmed |
| 22 | URTH | ISHARES INC | $3.8M | 0.94% | 21,030 | Trimmed |
| 23 | OUSM | ALPS ETF TR | $3.7M | 0.93% | 85,552 | Added |
| 24 | EFV | ISHARES TR | $3.8M | 0.93% | 50,488 | Added |
| 25 | IEF | ISHARES TR | $3.7M | 0.92% | 38,900 | Added |
Source: SEC Form 13F filings · as of 2026-03-31