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.
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 |