BEAM WEALTH ADVISORS, INC.
Filing Date
Global Rank
#6,238
/ 8,232
▼ 87
Top Industry
Semiconductors
18.7%
3Y Alpha vs SPY
-6.2%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.7%
SPY
+76.3%
Annualised alpha
-6.2%
Max drawdown
−23.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
28 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.3%
−1.2 pts
Top 5
44.1%
−2.1 pts
Top 10
68.2%
+3.1 pts
HHI
632
Diversified+9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.5% | $17,189,793 |
| Unclassified | 23.8% | $14,335,173 |
| Energy | 17.1% | $10,279,156 |
| Financial Services | 15.4% | $9,273,084 |
| Consumer Defensive | 7.9% | $4,779,013 |
| Consumer Cyclical | 4.7% | $2,818,918 |
| Communication Services | 1.7% | $995,516 |
| Healthcare | 1.0% | $611,788 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHW | Bitwise Ethereum ETF | +21,259 | 216,676 | $3,250,140 | |
| IAU | Ishares Gold Trust | +7,351 | 24,882 | $2,193,597 | |
| BITB | Bitwise Bitcoin ETF | +6,751 | 113,163 | $4,165,530 | |
| FETH | Fidelity Ethereum Fund | +4,649 | 87,098 | $1,818,606 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +3,024 | 43,250 | $2,553,047 | |
| WMT | Walmart Inc. | +1,352 | 27,051 | $3,361,898 | |
| PSLV | Sprott Physical Silver Trust | +988 | 98,885 | $2,411,805 | |
| PHYS | Sprott Physical Gold Trust | +750 | 38,272 | $1,356,359 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −16,344 | 11,638 | $326,795 | |
| NVDA | Nvidia Corp | −13,534 | 49,363 | $8,608,907 | |
| KMI | Kinder Morgan, Inc. | −10,305 | 43,030 | $1,442,795 | |
| VTRS | Viatris Inc | −6,787 | 21,095 | $284,993 | |
| JOF | Japan Smaller Capitalization Fund Inc | −6,000 | 24,500 | $267,050 | |
| BAC | Bank Of America Corp /De/ | −5,375 | 14,280 | $696,150 | |
| T | At&T Inc. | −5,195 | 34,340 | $995,516 | |
| ET | Energy Transfer LP | −2,444 | 33,434 | $645,276 | |
| EPD | Enterprise Products Partners L.P. | −2,080 | 22,853 | $864,757 | |
| KO | Coca Cola Co | −1,671 | 18,634 | $1,417,115 | |
| AAPL | Apple Inc. | −1,446 | 24,299 | $6,166,843 | |
| CVX | Chevron Corp | −1,106 | 14,854 | $3,073,292 | |
| XOM | Exxon Mobil Corp | −1,093 | 25,068 | $4,253,036 | |
| CSCO | Cisco Systems, Inc. | −932 | 11,847 | $919,208 | |
| PLTR | Palantir Technologies Inc. | −770 | 10,219 | $1,494,835 | |
| CMG | Chipotle Mexican Grill Inc | −98 | 10,143 | $324,677 | |
| AMZN | Amazon Com Inc | −80 | 11,976 | $2,494,241 | |
| ETHE | Grayscale Ethereum Staking ETF | −21 | 20,753 | $354,253 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HBAN | Huntington Bancshares Inc /Md/ | 204,976 | $3,207,874 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 11,374 | $6,987,161 | |
| NFLX | Netflix Inc | 17,746 | $1,663,864 | |
| PG | PROCTER & GAMBLE Co | 10,040 | $1,438,832 | |
| HOOD | Robinhood Markets, Inc. | 10,383 | $1,174,317 | |
| WMB | Williams Companies, Inc. | 12,204 | $733,582 | |
| KEY | Keycorp /New/ | 15,914 | $328,464 | |
| CPB | CAMPBELL'S Co | 10,497 | $292,551 | |
| RIVN | Rivian Automotive, Inc. / DE | 12,852 | $253,312 | |
| CAG | Conagra Brands Inc. | 13,518 | $233,996 | |
| No positions match the current search. | ||||
28 positions ·
$60,282,441 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 49,363 | $8,608,907 | 14.28% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 24,299 | $6,166,843 | 10.23% | |
| XOM |
Exxon Mobil Corp
Energy
|
Reduced | 25,068 | $4,253,036 | 7.06% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 113,163 | $4,165,530 | 6.91% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 27,051 | $3,361,898 | 5.58% | |
| ETHW |
Bitwise Ethereum ETF
|
Added | 216,676 | $3,250,140 | 5.39% | |
| HBAN |
Huntington Bancshares Inc /Md/
Financial Services
|
NEW | 204,976 | $3,207,874 | 5.32% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 14,854 | $3,073,292 | 5.10% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 43,250 | $2,553,047 | 4.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,976 | $2,494,241 | 4.14% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
Added | 98,885 | $2,411,805 | 4.00% | |
| IAU |
Ishares Gold Trust
|
Added | 24,882 | $2,193,597 | 3.64% | |
| FETH |
Fidelity Ethereum Fund
|
Added | 87,098 | $1,818,606 | 3.02% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 10,219 | $1,494,835 | 2.48% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 43,030 | $1,442,795 | 2.39% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 18,634 | $1,417,115 | 2.35% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 38,272 | $1,356,359 | 2.25% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
Held | 29,860 | $1,333,846 | 2.21% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 34,340 | $995,516 | 1.65% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 11,847 | $919,208 | 1.52% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 22,853 | $864,757 | 1.43% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 14,280 | $696,150 | 1.15% | |
| ET |
Energy Transfer LP
Energy
|
Reduced | 33,434 | $645,276 | 1.07% | |
| ETHE |
Grayscale Ethereum Staking ETF
|
Reduced | 20,753 | $354,253 | 0.59% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 11,638 | $326,795 | 0.54% | |
| CMG |
Chipotle Mexican Grill Inc
Consumer Cyclical
|
Reduced | 10,143 | $324,677 | 0.54% | |
| VTRS |
Viatris Inc
Healthcare
|
Reduced | 21,095 | $284,993 | 0.47% | |
| JOF |
Japan Smaller Capitalization Fund Inc
Financial Services
|
Reduced | 24,500 | $267,050 | 0.44% |