BEAM WEALTH ADVISORS, INC.

CIK

1803426

Location

COVINGTON, LA

Portfolio Value

Micro $56,029,405

Diversification

Diversified

Filing Date

Global Rank

#6,601 / 8,605 ▼ 217 · as of Mar 2026

Top Industry

Semiconductors 20.6%

3Y Alpha vs SPY

-6.8%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+49.3%

SPY

+76.5%

Annualised alpha

-6.6%

Max drawdown

−23.6%

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

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.4%

−0.8 pts

Top 5

45.6%

−2.6 pts

Top 10

70.1%

+3.2 pts

HHI

674

Diversified+15

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.7%	$17,189,793	4
Unclassified	25.6%	$14,335,173	6
Financial Services	16.6%	$9,273,084	6
Energy	10.8%	$6,026,120	4
Consumer Defensive	8.5%	$4,779,013	2
Consumer Cyclical	5.0%	$2,818,918	2
Communication Services	1.8%	$995,516	1
Healthcare	1.1%	$611,788	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
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

17 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $56,029,405 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	49,363	-13,534	$8,608,907	−26.6%	15.36%
AAPL	Apple Inc. Technology	Reduced	24,299	-1,446	$6,166,843	−11.9%	11.01%
BITB	Bitwise Bitcoin ETF	Added	113,163	+6,751	$4,165,530	−17.7%	7.43%
WMT	Walmart Inc. Consumer Defensive	Added	27,051	+1,352	$3,361,898	+17.4%	6.00%
ETHW	Bitwise Ethereum ETF	Added	216,676	+21,259	$3,250,140	−21.8%	5.80%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	NEW	204,976	NEW	$3,207,874	NEW	5.73%
CVX	Chevron Corp Energy	Reduced	14,854	-1,106	$3,073,292	+26.3%	5.49%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	43,250	+3,024	$2,553,047	−16.7%	4.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,976	-80	$2,494,241	−10.4%	4.45%
PSLV	Sprott Physical Silver Trust Financial Services	Added	98,885	+988	$2,411,805	+4.2%	4.30%
IAU	Ishares Gold Trust	Added	24,882	+7,351	$2,193,597	+54.2%	3.92%
FETH	Fidelity Ethereum Fund	Added	87,098	+4,649	$1,818,606	−25.5%	3.25%
PLTR	Palantir Technologies Inc. Technology	Reduced	10,219	-770	$1,494,835	−23.5%	2.67%
KMI	Kinder Morgan, Inc. Energy	Reduced	43,030	-10,305	$1,442,795	−1.6%	2.58%
KO	Coca Cola Co Consumer Defensive	Reduced	18,634	-1,671	$1,417,115	−0.2%	2.53%
PHYS	Sprott Physical Gold Trust Financial Services	Added	38,272	+750	$1,356,359	+9.5%	2.42%
GBCI	Glacier Bancorp, Inc. Financial Services	Held	29,860	0	$1,333,846	+1.4%	2.38%
T	At&T Inc. Communication Services	Reduced	34,340	-5,195	$995,516	+1.4%	1.78%
CSCO	Cisco Systems, Inc. Technology	Reduced	11,847	-932	$919,208	−6.6%	1.64%
EPD	Enterprise Products Partners L.P. Energy	Reduced	22,853	-2,080	$864,757	+8.2%	1.54%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	14,280	-5,375	$696,150	−35.6%	1.24%
ET	Energy Transfer LP Energy	Reduced	33,434	-2,444	$645,276	+9.1%	1.15%
ETHE	Grayscale Ethereum Staking ETF	Reduced	20,753	-21	$354,253	−30.0%	0.63%
PFE	Pfizer Inc Healthcare	Reduced	11,638	-16,344	$326,795	−53.1%	0.58%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	10,143	-98	$324,677	−14.3%	0.58%
VTRS	Viatris Inc Healthcare	Reduced	21,095	-6,787	$284,993	−17.9%	0.51%
JOF	Japan Smaller Capitalization Fund Inc Financial Services	Reduced	24,500	-6,000	$267,050	−21.0%	0.48%