Sign In
test

Amy L. Betts

Beam Wealth Advisors, Inc.

Assets Managed
$401.732M
Holdings
108
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
10.28%(2Q avg: 4.78%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Beam Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 108 positions.

Assets under management

The assets under management (AUM) of Beam Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 401.732M in assets, with a quarterly growth rate of 10.28% and a 2-quarter average growth rate of 4.78%. The portfolio is managed by Amy L. Betts, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.3%
18.28%
$73.426M
112,407 shares@ $653.22 avg price
RAAX
Vaneck Inflation Allocation
Recent Activity
Decreased -3.61%
7.17%
$28.768M
706,647 shares@ $40.71 avg price
EMXC
Ishares Msci Emr Mrk Ex Chna
Recent Activity
Decreased -8.44%
5.69%
$22.84M
290,369 shares@ $78.67 avg price
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 530.07%
5.11%
$20.51M
260,379 shares@ $78.78 avg price
DABS
Doubleline Asset-backed Etf
Recent Activity
Increased 20.68%
4.22%
$16.938M
333,511 shares@ $50.79 avg price
OAKM
Oakmark Us Large Cap Etf
Recent Activity
Increased 1431.49%
2.78%
$11.144M
404,281 shares@ $27.57 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 6.6%
2.53%
$10.126M
35,260 shares@ $287.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -21.51%
2.15%
$8.609M
49,363 shares@ $174.42 avg price
JPIE
Jpmorgan Income Etf
Recent Activity
New Position
2%
$8.013M
173,934 shares@ $46.08 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -24.13%
1.93%
$7.722M
84,259 shares@ $91.65 avg price

1-10 of 108