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Portfolio (Quarterly) Guide ↗

BEAM WEALTH ADVISORS, INC.

· CIK 0001803426
13F Portfolio $364M AUM 107 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 40 Added 48 Reduced
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCZ ISHARES TR 38,312.0 $3.0M 0.81% +2K +6.1% $77.53 +6.1%
22 WMT WALMART INC Consumer Defensive 25,699.0 $2.9M 0.79% +1K +5.1% $111.41 +7.6%
23 SCHD SCHWAB STRATEGIC TR 101,424.0 $2.8M 0.76% +585.0 +0.6% $27.43 +15.6%
24 FETH FIDELITY ETHEREUM FD Financial Services 82,449.0 $2.4M 0.67% +9K +12.2% $29.61 -44.7%
25 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 97,897.0 $2.3M 0.64% +5K +5.9% $23.65 -21.6%
26 FIDI FIDELITY COVINGTON TRUST 78,323.0 $2.0M 0.56% +4K +5.8% $25.91 +4.4%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 10,989.0 $2.0M 0.54% +135.0 +1.2% $177.74 -34.3%
28 FDVV FIDELITY COVINGTON TRUST 30,926.0 $1.8M 0.48% +1K +4.5% $56.69 +7.0%
29 TLT ISHARES TR 16,732.0 $1.5M 0.40% +878.0 +5.5% $87.16 +0.2%
30 KO COCA COLA CO Consumer Defensive 20,305.0 $1.4M 0.39% +1K +6.3% $69.91 +16.2%
31 J P MORGAN EXCHANGE TRADED F 29,056.0 $1.4M 0.38% +313.0 +1.1% $47.56
32 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 37,522.0 $1.2M 0.34% +3K +7.5% $33.02 -8.7%
33 JEPQ J P MORGAN EXCHANGE TRADED F 20,112.0 $1.2M 0.32% +206.0 +1.0% $58.12 +3.8%
34 OAKM HARRIS OAKMARK ETF TRUST 26,398.0 $749K 0.20% +8K +45.1% $28.36 -0.9%
35 CGDV CAPITAL GROUP DIVIDEND VALUE 15,057.0 $657K 0.18% +1K +10.5% $43.64 +12.0%
36 IDV ISHARES TR 15,650.0 $617K 0.17% +5K +41.9% $39.45 +4.9%
37 ET ENERGY TRANSFER L P Energy 35,878.0 $592K 0.16% +924.0 +2.6% $16.49 +15.7%
38 HNDL STRATEGY SHS 23,483.0 $517K 0.14% +324.0 +1.4% $22.02 +3.4%
39 CPB THE CAMPBELLS COMPANY Consumer Defensive 10,497.0 $293K 0.08% +107.0 +1.0% $27.87 -20.6%
40 CGCP CAPITAL GRP FIXED INCM ETF T 12,134.0 $275K 0.07% +478.0 +4.1% $22.64 -1.0%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.6%
Technology 28.7%
Energy 12.1%
Consumer Defensive 8.3%
Consumer Cyclical 4.5%
Communication Services 3.5%
Healthcare 1.4%