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Beam Wealth Advisors, Inc.
BEAM Wealth Advisors, Inc. is an independent, SEC-registered investment adviser headquartered in Covington, Louisiana. Founded in 2001, the firm provides holistic wealth management and financial planning services through a team of CERTIFIED FINANCIAL PLANNERS and CHARTERED FINANCIAL ANALYSTS. With approximately 17 employees, BEAM serves individuals—including both high-net-worth and non-high-net-worth clients—and some business clients throughout the United States.
Investment Strategy
BEAM Wealth Advisors, Inc. uses a disciplined, holistic approach to investment management focused on comprehensive financial planning and long-term wealth preservation. The firm tailors investment portfolios to client goals, risk tolerance, and time horizons, employing a diversified asset allocation that often includes core holdings in equities (such as NVDA, AAPL, MSFT, and XOM, per Form 13F filings), fixed income, and other asset classes. BEAM emphasizes objective and conflict-free advice, with strategies that may include both discretionary and non-discretionary portfolio management for primarily individual investors.
Latest 13F Filing Activity
Beam Wealth Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $336M. The fund increased holdings in Ishares TR, Invesco QQQ TR, Ishares Inc. among other positions. Beam Wealth Advisors, Inc. reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 18.53% | $62.2M | 100,130 | $523.51 | $620.90 | +$6.8M |
R RAAX | VANECK ETF TRUST | 6.09% | $20.4M | 657,734 | $28.29 | $31.05 | +$4.4M |
S SHY | ISHARES TR | 5.90% | $19.8M | 238,767 | $81.34 | $82.86 | +$285.6K |
E EMXC | ISHARES INC | 5.46% | $18.3M | 289,906 | $56.38 | $63.14 | +$4.7M |
N NVDA | NVIDIA CORPORATION | 3.11% | $10.4M | 66,125 | $118.52 | $157.99 | +$2.1M |
Industry Allocation
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