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CIK: 0001803426
Total reported value
$453.4M
$453.4M
107 檔
32.4%
In Q4 2025, Beam Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $453.4M, distributed across 107 disclosed stock positions.
In Q4 2025, Beam Wealth Advisors, Inc. displayed an active expansion posture, initiating 9 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.88% | -0.83% | +1.39% | |
| 2 | RAAX | Vaneck Real Assets ETF | ETF-Other | 7.03% | -0.88% | +4.47% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 6.33% | +0.23% | +2.01% | |
| 4 | DABS | Doubleline Asset-backed ETF | ETF-Other | 3.86% | -0.14% | +9.04% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.22% | -0.01% | -3.46% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.79% | — | +17.11% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.64% | -0.11% | +2.93% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.94% | +0.07% | +1.58% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.92% | — | -5.33% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | — | +2.41% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.74% | -0.07% | -1.29% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.53% | -0.02% | +6.23% | |
| 13 | BITB | Bitwise Bitcoin ETF | ETF-Crypto | 1.39% | -0.26% | -0.35% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.25% | -0.26% | -17.40% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.23% | +0.01% | -4.51% | |
| 16 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 1.18% | +0.04% | +10.14% | |
| 17 | URTH | Ishares Msci World ETF | ETF-Other | 1.15% | — | +0.13% | |
| 18 | ETHW | Bitwise Ethereum ETF | ETF-Other | 1.14% | -0.29% | +6.67% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | +0.06% | -5.37% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -0.08% | +4.02% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.05% | -0.12% | +2.27% | |
| 22 | FMAG | Fidelity Magellan ETF | ETF-Other | 1.05% | -0.05% | -0.99% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | — | +0.29% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.98% | -0.04% | +0.25% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | +0.01% | -3.75% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.91% | -0.03% | -1.26% | |
| 27 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.91% | +0.09% | +4.13% | |
| 28 | CADE | Cadence Bank | Stock-Other | 0.90% | — | +74.03% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.89% | -0.12% | +2.75% | |
| 30 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.88% | — | +17.30% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.31% | -1.53% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.85% | -0.08% | +1.91% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.84% | -0.14% | +9.30% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.83% | +0.04% | -2.99% | |
| 35 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.82% | -0.07% | +7.96% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.82% | +0.66% | +6.11% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.11% | +5.10% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.01% | -4.09% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.76% | +0.04% | +0.58% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.73% | -0.01% | -0.62% | |
| 41 | FETH | Fidelity Ethereum Fund | ETF-Other | 0.67% | -0.14% | +12.15% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.22% | -1.21% | |
| 43 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.64% | -0.19% | +5.92% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.58% | -0.05% | -3.12% | |
| 45 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 0.56% | -0.03% | +5.78% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.54% | -0.37% | EXIT | |
| 47 | XYLD | Global X S&p 500 Cove Call E | ETF-Large Cap & Growth | 0.49% | -0.06% | -1.35% | |
| 48 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.48% | -0.01% | +4.54% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.48% | -0.04% | -2.69% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | — | — |
According to official SEC Form 13F filings, Beam Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $453.4M across 107 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, RAAX, EMXC) accounted for 32.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $1.7M
Top Position Liquidated / Trimmed
MSFT
前期市值: $5.6M
During Q4 2025, Beam Wealth Advisors, Inc.'s top holdings by market value included IVV (19.9%)、RAAX (7.0%)、EMXC (6.3%). The largest single position, IVV, represented 19.9% of total portfolio value.
In Q4 2025, Beam Wealth Advisors, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 8 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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