StockDriftsStockDriftsTop 50 Beam Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 17.45% | 105.7K | $79.1M | -5.99%(-6.73K) | $526.34(+47.99%) | 2026-06-30 | |
| RAAX | VANECK ETF TRUST | 6.28% | 717.2K | $28.5M | +1.50%(+10.60K) | $29.12(+42.60%) | 2026-06-30 | |
| EMXC | ISHARES INC | 5.92% | 262.6K | $26.9M | -9.58%(-27.81K) | $56.78(+75.09%) | 2026-06-30 | |
| IMCG | ISHARES TR | 5.2% | 240.0K | $23.6M | -7.83%(-20.39K) | $78.47(+28.17%) | 2026-06-30 | |
| DABS | DOUBLELINE ETF TRUST | 4.08% | 365.2K | $18.5M | +9.49%(+31.66K) | $50.87(-0.84%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.14% | 309.5K | $14.3M | +77.93%(+135.55K) | $46.10(-0.47%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.41% | 135.4K | $10.9M | -4.00%(-5.64K) | $64.04(+31.68%) | 2026-06-30 | |
| OAKM | HARRIS OAKMARK ETF TRUST | 2.37% | 382.0K | $10.8M | -5.50%(-22.24K) | $27.88(+12.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.13% | 48.2K | $9.6M | -2.37%(-1.17K) | $101.86(+121.94%) | 2026-06-30 | |
| IWR | ISHARES TR | 1.94% | 79.7K | $8.8M | +3.13%(+2.42K) | $71.46(+60.24%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.65% | +46.79% | +6.64% | +37.89% |
| Top 20 Holdings Unweighted | +11.98% | +40.40% | +5.35% | +29.76% |
Beam Wealth Advisors INC reports $453.42M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are IVV (17.4%), RAAX (6.3%) and EMXC (5.9%). The top 20 holdings account for 65.39% of reported assets. Its disclosed equity book has returned +46.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beam Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803426). View Beam Wealth Advisors INC’s 13F filings on SEC