Beam Wealth Advisors, Inc. - Q42025 Holdings

Beam Wealth Advisors, Inc. holds 107 stocks with a total portfolio value of $ 364.31M as of Q42025. In Q42025, Beam Wealth Advisors, Inc. added 9 new positions, increased stakes in 47 stocks, reduced 49 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (IVV), representing 19.88% of the total portfolio.