1y return+16.4%S&P 500 +20.9%
3y return+43.1%S&P 500 +68.5%
5y return+32.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $159 against $232 in the S&P 500.2
Beam Wealth Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $79.1M | 17.5% | −6.0% |
| RAAXVaneck Etf Trust | $28.5M | 6.3% | +1.5% |
| EMXCIshares Inc | $26.9M | 5.9% | −9.6% |
| IMCGIshares Tr | $23.6M | 5.2% | −7.8% |
| DABSDoubleline Etf Trust | $18.5M | 4.1% | +9.5% |
| JPIEJ P Morgan Exchange Traded F | $14.3M | 3.1% | +77.9% |
| VOVanguard Index Fds | $10.9M | 2.4% | −4.0% |
| OAKMHarris Oakmark Etf Trust | $10.8M | 2.4% | −5.5% |
| NVDANvidia Corporation | $9.6M | 2.1% | −2.4% |
| IWRIshares Tr | $8.8M | 1.9% | +3.1% |
| BILSpdr Series Trust | $8.7M | 1.9% | +12.6% |
| EFGIshares Tr | $7.1M | 1.6% | |
| VOOVanguard Index Fds | $7.1M | 1.6% | New |
| AAPLApple Inc | $7.0M | 1.5% | |
| IUSVIshares Tr | $6.7M | 1.5% | |
| SCZIshares Tr | $6.7M | 1.5% | +94.9% |
| ISCGIshares Tr | $6.6M | 1.5% | −3.0% |
| JEPIJ P Morgan Exchange Traded F | $6.3M | 1.4% | +9.6% |
| IWFIshares Tr | $4.7M | 1.0% | New |
| SPTMSpdr Series Trust | $4.7M | 1.0% | |
| IEFAIshares Tr | $4.4M | 1.0% | −2.4% |
| IWDIshares Tr | $4.3M | 0.9% | −11.7% |
| URTHIshares Inc | $4.2M | 0.9% | |
| IWMIshares Tr | $4.1M | 0.9% | |
| SCHDSchwab Strategic Tr | $4.1M | 0.9% | +14.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $9.6M |
| Exxon Mobil CorpCUSIP 30231G102 | September 30, 2020 | +298.3% | $3.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $7.0M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $3.3M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $79.1M |
| VTIVanguard Index Fds | June 30, 2020 | +136.4% | $3.8M |
| URTHIshares Inc | June 30, 2020 | +119.9% | $4.2M |
| IUSVIshares Tr | June 30, 2020 | +110.9% | $6.7M |
| IWMIshares Tr | June 30, 2020 | +109.8% | $4.1M |
| IWRIshares Tr | June 30, 2020 | +105.8% | $8.8M |
Sold off last quarter
- PLTRPalantir Technologies Inc was $1.5M
- CIBRFirst Tr Exchange-traded Fd was $702K
- CMGChipotle Mexican Grill Inc was $325K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.6% | +14.8% |
| March 31, 2026 | −0.3% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +3.5% | +8.3% |
| March 31, 2023 | +3.0% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −14.1% | −16.5% |
| March 31, 2022 | −4.6% | −4.9% |
| December 31, 2021 | +6.8% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beam Wealth Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803426&type=13F-HR&dateb=&owner=include&count=40CIK 1803426
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803426/000180342626000006/Filed July 29, 2026 · accession 0001803426-26-000006