BEAM WEALTH ADVISORS, INC.
109 holdingsFiling period: 2026-03-31Current AUM: $440.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 112.4K | $73.4M | $84.3M | 19.16% | +6.7K | 2026-03-31 |
| 2 | RAAX | VANECK ETF TRUST | 706.6K | $28.8M | $27.9M | 6.34% | -26,501 | 2026-03-31 |
| 3 | EMXC | ISHARES INC | 290.4K | $22.8M | $26.7M | 6.08% | -26,783 | 2026-03-31 |
| 4 | IMCG | ISHARES TR | 260.4K | $20.5M | $24.8M | 5.63% | +219.1K | 2026-03-31 |
| 5 | DABS | DOUBLELINE ETF TRUST | 333.5K | $16.9M | $16.8M | 3.82% | +57.1K | 2026-03-31 |
| 6 | OAKM | HARRIS OAKMARK ETF TRUST | 404.3K | $11.1M | $12.2M | 2.77% | +377.9K | 2026-03-31 |
| 7 | VO | VANGUARD INDEX FDS | 35.3K | $10.1M | $11.4M | 2.59% | +2.2K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 49.4K | $8.6M | $9.9M | 2.25% | -13,534 | 2026-03-31 |
| 9 | JPIE | J P MORGAN EXCHANGE TRADED F | 173.9K | $8.0M | $8.0M | 1.81% | -- | 2026-03-31 |
| 10 | BIL | SPDR SERIES TRUST | 84.3K | $7.7M | $7.7M | 1.76% | -26,803 | 2026-03-31 |
| 11 | IWR | ISHARES TR | 77.3K | $7.5M | $8.5M | 1.93% | +4.0K | 2026-03-31 |
| 12 | EFG | ISHARES TR | 57.5K | $6.4M | $7.0M | 1.59% | +8.4K | 2026-03-31 |
| 13 | IUSV | ISHARES TR | 60.9K | $6.2M | $6.8M | 1.55% | -801 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 24.3K | $6.2M | $7.5M | 1.71% | -1,446 | 2026-03-31 |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | 101.7K | $5.8M | $5.8M | 1.33% | +39.3K | 2026-03-31 |
| 16 | ISCG | ISHARES TR | 104.3K | $5.7M | $6.5M | 1.48% | +26.5K | 2026-03-31 |
| 17 | IWD | ISHARES TR | 20.0K | $4.3M | $5.0M | 1.14% | +1.8K | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 25.1K | $4.3M | $3.9M | 0.89% | -1,093 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 25.1K | $4.3M | $3.9M | 0.89% | -1,093 | 2026-03-31 |
| 20 | IEFA | ISHARES TR | 46.5K | $4.2M | $4.6M | 1.04% | +2.9K | 2026-03-31 |
| 21 | BITB | BITWISE BITCOIN ETF TR | 113.2K | $4.2M | $3.9M | 0.88% | +6.8K | 2026-03-31 |
| 22 | SPTM | SPDR SERIES TRUST | 51.7K | $4.1M | $4.7M | 1.07% | -2,555 | 2026-03-31 |
| 23 | URTH | ISHARES INC | 21.0K | $3.8M | $4.3M | 0.97% | -1,497 | 2026-03-31 |
| 24 | EFV | ISHARES TR | 50.5K | $3.8M | $4.1M | 0.93% | +5.2K | 2026-03-31 |
| 25 | OUSM | ALPS ETF TR | 85.6K | $3.7M | $4.2M | 0.95% | +16.9K | 2026-03-31 |
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