StockDriftsStockDriftsTop 50 Beam Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.28% | 112.4K | $73.4M | +6.29%(+6.66K) | $526.34(+41.69%) | 2026-03-31 | |
| RAAX | VANECK ETF TRUST | 7.16% | 706.6K | $28.8M | -3.61%(-26.50K) | $28.76(+47.47%) | 2026-03-31 | |
| EMXC | ISHARES INC | 5.69% | 290.4K | $22.8M | -8.44%(-26.78K) | $56.78(+69.31%) | 2026-03-31 | |
| IMCG | ISHARES TR | 5.11% | 260.4K | $20.5M | +530.06%(+219.05K) | $78.47(+14.83%) | 2026-03-31 | |
| DABS | DOUBLELINE ETF TRUST | 4.22% | 333.5K | $16.9M | +20.67%(+57.13K) | $50.88(-0.70%) | 2026-03-31 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 2.77% | 404.3K | $11.1M | +1431.48%(+377.88K) | $27.88(-1.39%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.52% | 35.3K | $10.1M | +6.59%(+2.18K) | $64.04(+20.29%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.14% | 49.4K | $8.6M | -21.52%(-13.53K) | $101.86(+121.71%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 1.99% | 173.9K | $8.0M | new | $46.18(-0.41%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.92% | 84.3K | $7.7M | -24.13%(-26.80K) | $91.72(-0.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.04% | +36.92% |
| Top 20 Holdings Unweighted | +10.16% | +33.68% |
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