Institutions / Beam Wealth Advisors, Inc.
Beam Wealth Advisors, Inc.
CIK 1803426 · Institution · as of Dec 31, 2025
Portfolio value
$364.31M
Positions
107
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 107 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $72.43M | 19.9% |
| VanEck ETF Trust | $25.61M | 7.0% |
| iShares Inc | $23.05M | 6.3% |
| Doubleline ETF Trust | $14.07M | 3.9% |
| NVIDIA Corp | $11.73M | 3.2% |
| SPDR Series Trust | $10.15M | 2.8% |
| Vanguard Index Fds | $9.60M | 2.6% |
| iShares Tr | $7.06M | 1.9% |
| Apple Inc. | $7.00M | 1.9% |
| Invesco Qqq Tr | $6.99M | 1.9% |
| iShares Tr | $6.32M | 1.7% |
| iShares Tr | $5.59M | 1.5% |
| Bitwise Bitcoin ETF Tr | $5.06M | 1.4% |
| iShares Tr | $4.55M | 1.2% |
| SPDR Series Trust | $4.48M | 1.2% |
| iShares Tr | $4.32M | 1.2% |
| iShares Inc | $4.18M | 1.1% |
| Bitwise Ethereum ETF | $4.16M | 1.1% |
| iShares Tr | $3.97M | 1.1% |
| iShares Tr | $3.90M | 1.1% |
| iShares Tr | $3.84M | 1.1% |
| Fidelity Covington Trust | $3.81M | 1.0% |
| Vanguard Index Fds | $3.71M | 1.0% |
| J P Morgan Exchange Traded F | $3.57M | 1.0% |
| Vanguard Index Fds | $3.34M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.