account_balance
Investment manager · 13F filer · SEC CIK 1803426
Beam Wealth Advisors, Inc.
Reported value$463Mas of Sep 30, 2026
Positions116 20 new, 12 sold out
Top 10 weight50.7%IVV alone is 18%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
17.5%Trimmed −6%
RAAXVaneck ETF Trust
6.2%Added +3%
EMXCiShares Inc
5.6%Trimmed −10%
IMCGiShares Tr
4.9%Trimmed −8%
DABSDoubleline ETF Trust
4.1%Added +13%
JPIEJ P Morgan Exchange Traded F
3.3%Added +96%
OAKMHarris Oakmark ETF Trust
2.4%Trimmed −5%
VOVanguard Index FDS
2.3%Added +293%
NVDANVIDIA Corp
2.3%Trimmed −5%
BILSPDR Series Trust
2.0%
IWRiShares Tr
1.8%+3%
AAPLApple Inc.
1.8%
IVViShares Tr
17.5%Trimmed −6%
RAAXVaneck ETF Trust
6.2%
EMXCiShares Inc
5.6%−10%
IMCGiShares Tr
4.9%−8%
DABSDoubleline ETF Trust
4.1%+13%
JPIEJ P Morgan Exchange Traded F
3.3%
OAKM2.4%
VO2.3%
NVDA2.3%BIL2.0%
IWR1.8%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 17.5% Trimmed −6%
RAAX Vaneck ETF Trust 6.2% Added +3%
EMXC iShares Inc 5.6% Trimmed −10%
IMCG iShares Tr 4.9% Trimmed −8%
DABS Doubleline ETF Trust 4.1% Added +13%
JPIE J P Morgan Exchange Traded F 3.3% Added +96%
OAKM Harris Oakmark ETF Trust 2.4% Trimmed −5%
VO Vanguard Index FDS 2.3% Added +293%
NVDA NVIDIA Corp 2.3% Trimmed −5%BIL SPDR Series Trust 2.0% Added +17%
IWR iShares Tr 1.8% Added +3%
AAPL Apple Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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