Beam Wealth Advisors, Inc. - Q12026 Holdings

Beam Wealth Advisors, Inc. holds 108 stocks with a total portfolio value of $ 401.73M as of Q12026. In Q12026, Beam Wealth Advisors, Inc. added 12 new positions, increased stakes in 46 stocks, reduced 47 holdings, and fully exited 11 positions. The largest holding is Ishares Tr (IVV), representing 18.28% of the total portfolio.