BEAM WEALTH ADVISORS, INC.
•CIK: 1803426•Filing: Q4 2025
**BEAM WEALTH ADVISORS, INC.** manages $364M across a diversified portfolio of 107 positions. The fund exhibits significant allocation to core indices and technology leaders, notably holding IVV at $72.4M and NVDA at $11.7M. Key concentrations include RAAX ($25.6M) and EMXC ($23.1M), suggesting a focus on established market infrastructure and growth sectors. This positioning reflects a tactical approach balancing broad market exposure with targeted, high-conviction technology bets.
Total AUM
$364.3M
QoQ Performance
-0.7%
Positions
63
Top 10 Concentration
51.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
RAAX
EMXC
IVV19.9%
RAAX7.0%
EMXC6.3%
DABS3.9%
NVDA3.2%
BIL2.8%
VO2.6%
IWR1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.6%
ETF19.9%
Technology5.4%
Consumer1.7%
Energy0.9%
Communication0.7%
Consumer Staples0.4%
Financial0.3%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW9 new positions
↑47 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023