13FBOX
BEAM WEALTH ADVISORS, INC. · 13F Holdings
Options Calculator Rankings

BEAM WEALTH ADVISORS, INC.

No.4924 Data as of 2026Q2
Latest AUM (Q2 2026)
$393.5M
QoQ Change Q1 2026
-$8.3M-2.1%
Holdings
108
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
108
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
18.66%18.28%$73.4M112,407$73.4M112,40700.00%Unchanged
VANECK REAL ASSETS ETFRAAX
7.31%7.16%$28.8M706,647$28.8M706,64700.00%Unchanged
IISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC
5.81%5.69%$22.8M290,369$22.8M290,36900.00%Unchanged
IISHARES TRIMCG
5.21%5.11%$20.5M260,379$20.5M260,37900.00%Unchanged
DDOUBLELINE ETF TRUSTDABS
4.31%4.22%$16.9M333,511$16.9M333,51100.00%Unchanged
HHARRIS OAKMARK ETF TRUSTOAKM
2.83%2.77%$11.1M404,281$11.1M404,28100.00%Unchanged
NVIDIA CORPORATIONNVDA
2.19%2.14%$8.6M49,363$8.6M49,36300.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJPIE
2.04%1.99%$8.0M173,934$8.0M173,93400.00%Unchanged
SSPDR SERIES TRUSTBIL
1.96%1.92%$7.7M84,259$7.7M84,25900.00%Unchanged
IISHARES RUSSELL MIDCAP ETFIWR
1.91%1.87%$7.5M77,300$7.5M77,30000.00%Unchanged
IISHARES TREFG
1.63%1.59%$6.4M57,523$6.4M57,52300.00%Unchanged
IISHARES TRIUSV
1.58%1.55%$6.2M60,870$6.2M60,87000.00%Unchanged
APPLE INCAAPL
1.57%1.54%$6.2M24,299$6.2M24,29900.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJEPI
1.46%1.43%$5.8M101,691$5.8M101,69100.00%Unchanged
IISHARES TRISCG
1.45%1.42%$5.7M104,264$5.7M104,26400.00%Unchanged
IISHARES TRIWD
1.09%1.06%$4.3M20,008$4.3M20,00800.00%Unchanged
EXXON MOBIL CORPXOM
1.08%1.06%$4.3M25,068$4.3M25,06800.00%Unchanged
IISHARES TRIEFA
1.07%1.05%$4.2M46,470$4.2M46,47000.00%Unchanged
BBITWISE BITCOIN ETF TRBITB
1.06%1.04%$4.2M113,163$4.2M113,16300.00%Unchanged
SSPDR SERIES TRUSTSPTM
1.04%1.02%$4.1M51,726$4.1M51,72600.00%Unchanged
IISHARES INCURTH
0.96%0.94%$3.8M21,030$3.8M21,03000.00%Unchanged
IISHARES TREFV
0.95%0.93%$3.8M50,488$3.8M50,48800.00%Unchanged
AALPS O SHRS U S SML CP QLTY DIV ETFOUSM
0.95%0.93%$3.7M85,552$3.7M85,55200.00%Unchanged
IISHARES 7-10YRIEF
0.94%0.92%$3.7M38,900$3.7M38,90000.00%Unchanged
IISHARES 1-3 YEAR TREASURY BOND ETFSHY
0.91%0.89%$3.6M43,318$3.6M43,31800.00%Unchanged
SSCHWAB STRATEGIC TRSCHD
0.88%0.86%$3.5M112,874$3.5M112,87400.00%Unchanged
IISHARES RUSSELL MID-CAP GROWTH ETFIWP
0.87%0.86%$3.4M26,842$3.4M26,84200.00%Unchanged
WALMART INCWMT
0.86%0.84%$3.4M27,051$3.4M27,05100.00%Unchanged
IISHARES RUSSELLIWM
0.86%0.84%$3.4M13,565$3.4M13,56500.00%Unchanged
GGENERAL DYNAMICS CORPVTI
0.85%0.83%$3.3M10,414$3.3M10,41400.00%Unchanged
IISHARES MSCI EAFE SMALL-CAP ETFSCZ
0.83%0.81%$3.3M41,567$3.3M41,56700.00%Unchanged
BBITWISE ETHEREUM ETFETHW
0.83%0.81%$3.3M216,676$3.3M216,67600.00%Unchanged
HUNTINGTON BANCSHARES INC COMHBAN
0.82%0.81%$3.2M204,976$3.2M204,97600.00%Unchanged
CHEVRON CORPORATIONCVX
0.78%0.76%$3.1M14,854$3.1M14,85400.00%Unchanged
IISHARES TRAGG
0.77%0.76%$3.0M30,588$3.0M30,58800.00%Unchanged
VVANGUARD INDEX FDSVB
0.75%0.74%$3.0M11,274$3.0M11,27400.00%Unchanged
VVANGUARD MIDVO
0.73%2.52%$2.9M35,260$10.1M35,26000.00%Unchanged
FFIDELITY COVINGTON TRUSTFIDI
0.69%0.68%$2.7M98,266$2.7M98,26600.00%Unchanged
JJ P MORGAN EXCHANGE TRADED FJEPQ
0.67%0.66%$2.6M47,536$2.6M47,53600.00%Unchanged
IINVESCO NASDAQ 100 ETFQQQM
0.67%0.65%$2.6M11,017$2.6M11,01700.00%Unchanged
IISHARES TRIDEV
0.66%0.65%$2.6M31,056$2.6M31,05600.00%Unchanged
VVANGUARD FTSEVEA
0.66%0.64%$2.6M40,249$2.6M40,24900.00%Unchanged
FFIDELITY WISE ORIGIN BITCOIN FUNDFBTC
0.65%0.64%$2.6M43,250$2.6M43,25000.00%Unchanged
AMAZON COM INCAMZN
0.63%0.62%$2.5M11,976$2.5M11,97600.00%Unchanged
SSPROTT PHYSICAL SILVER ESLVR
0.61%0.6%$2.4M98,885$2.4M98,88500.00%Unchanged
FFIDELITY COVINGTON TRUSTFMAG
0.61%0.6%$2.4M75,728$2.4M75,72800.00%Unchanged
IISHARES GOLD TRIAU
0.56%0.55%$2.2M24,882$2.2M24,88200.00%Unchanged
IISHARES S&PIUSG
0.52%0.51%$2.1M13,228$2.1M13,22800.00%Unchanged
GGLOBAL X FDSXYLD
0.52%0.51%$2.0M52,218$2.0M52,21800.00%Unchanged
FFIDELITY ETHEREUM FDFETH
0.46%0.45%$1.8M87,098$1.8M87,09800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow