BEAM WEALTH ADVISORS, INC. - Portfolio Stock Holdings
BEAM WEALTH ADVISORS, INC. disclosed 128 stock positions in a recent SEC 13F filing. $462,648,801 of stock holdings were filed, with the largest holdings including IVV, RAAX, and EMXC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,600,547,274 and has 27 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
128Est. Stock Holding Value:
$462,648,801Top Stock Holdings By Sector
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Portfolio Stock Holdings - BEAM WEALTH ADVISORS, INC.
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