BEAM WEALTH ADVISORS, INC. - Portfolio overview

BEAM WEALTH ADVISORS, INC. has 125 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 17.11%
2. RAAX - VANECK ETF TRUST, 6.70%
3. EMXC - ISHARES INC, 5.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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