BEAM WEALTH ADVISORS, INC.

CIK 0001803426 • 7 13F filings • May 12, 2025 – Jul 29, 2026

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Filer information

Filed by: BEAM WEALTH ADVISORS, INC., CCO
Address: 72096 RAMOS AVENUE, SUITE D, COVINGTON, LA, 70433
Phone: 985-893-1440
AUM: $364.3M

AUM over time

$453.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $453.4M117 positionsView on SEC.gov

			% of Portfolio
ALLSPRING EXCHANGE TRADED FU	CORE PLUS ETF	$858K	0.2%	34,863 SH	New
ALPS ETF TR	OSHARES US SMLCP	$3.9M	0.9%Prev: 0.6%	82,292 SH	Increased+31,846 SH
AMAZON COM INC	COM	$2.9M	0.6%Prev: 0.8%	11,985 SH	Increased-139 SH
AMERICAN CENTY ETF TR	US QUALITY VAL	$1.0M	0.2%	14,672 SH	New
APPLE INC	COM	$7.0M	1.5%Prev: 1.7%	24,156 SH	Increased-3,747 SH
AT&T INC	COM	$716K	0.2%Prev: 0.4%	34,573 SH	Decreased-10,830 SH
BANK OF AMER CORP	COM	$817K	0.2%	14,333 SH	New
BITWISE BITCOIN ETF TR	SHS BEN INT	$3.5M	0.8%Prev: 1.6%	111,395 SH	Decreased+17,464 SH
BITWISE ETHEREUM ETF	SHS	$2.4M	0.5%Prev: 0.9%	210,929 SH	Decreased+42,799 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$639K	0.1%	12,930 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$271K	0.1%Prev: 0.1%	12,179 SH	Decreased-455 SH
CHEVRON CORPORATION	COM	$2.5M	0.5%	14,906 SH	New
CISCO SYS INC	COM	$1.4M	0.3%Prev: 0.3%	11,657 SH	Increased-2,061 SH
COCA COLA CO	COM	$1.5M	0.3%Prev: 0.4%	18,247 SH	Increased-120 SH
DOUBLELINE ETF TRUST	ASSE BA SECS ETF	$18.5M	4.1%	365,172 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$641K	0.1%Prev: 0.2%	33,542 SH	Decreased-6,827 SH
ENTERPRISE PRODS PARTNERS L	COM	$791K	0.2%Prev: 0.3%	21,522 SH	Decreased-10,079 SH
ETF SER SOLUTIONS	APTUS ENHANCED	$348K	0.1%	15,823 SH	New
EXXON MOBIL CORP	COM	$3.4M	0.7%Prev: 0.9%	24,865 SH	Increased-2,273 SH
FIDELITY COVINGTON TRUST	ENHANCED SML CAP	$882K	0.2%	18,264 SH	New
FIDELITY COVINGTON TRUST	FIDELITY MAGELAN	$2.5M	0.5%Prev: 1.2%	67,348 SH	Decreased-46,692 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$1.9M	0.4%Prev: 0.5%	31,085 SH	Increased-3,189 SH
FIDELITY COVINGTON TRUST	INT HG DIV ETF	$3.0M	0.7%Prev: 0.4%	108,173 SH	Increased+46,038 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$812K	0.2%Prev: 0.2%	13,892 SH	Decreased-1,988 SH
FIDELITY ETHEREUM FD	SHS	$1.4M	0.3%Prev: 0.3%	87,964 SH	Increased+52,063 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$583K	0.1%	12,774 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$2.3M	0.5%Prev: 0.4%	44,310 SH	Increased+29,422 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$857K	0.2%	10,578 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$792K	0.2%Prev: 0.2%	15,688 SH	Increased+2,789 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$484K	0.1%Prev: 0.1%	13,067 SH	Increased-742 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$582K	0.1%	13,368 SH	New
FLEXSHARES TR	MORNSTAR UPSTR	$877K	0.2%Prev: 0.3%	17,788 SH	Increased-3,288 SH
FLEXSHARES TR	QLT DIV DEF IDX	$998K	0.2%Prev: 0.3%	11,465 SH	Decreased-3,356 SH
FLEXSHARES TR	US QT LW VLTY	$884K	0.2%Prev: 0.3%	11,709 SH	Decreased-3,287 SH
GLACIER BANCORP INC NEW	COM	$1.5M	0.3%Prev: 0.4%	29,860 SH	Increased-242 SH
GLOBAL X FDS	DOW 30 CO CA ETF	$231K	0.1%	10,432 SH	New
GLOBAL X FDS	NASDAQ 100 COVER	$854K	0.2%Prev: 0.4%	46,314 SH	Decreased-31,856 SH
GLOBAL X FDS	S&P 500 COVERED	$2.0M	0.4%Prev: 0.5%	49,674 SH	Increased+5,333 SH
GRAYSCALE ETHEREUM STAKING E	SHS	$231K	0.1%	18,080 SH	New
HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$10.8M	2.4%	382,037 SH	New
HUNTINGTON BANCSHARES INC	COM	$3.3M	0.7%	184,952 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 MARC	$725K	0.2%	25,705 SH	New
INNOVATOR ETFS TRUST	EQUIT PROTN MAY	$579K	0.1%	22,310 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.7M	0.8%	12,164 SH	New
INVESCO EXCH TRADED FD TR II	PFD ETF	$741K	0.2%Prev: 0.3%	68,328 SH	Decreased-24,483 SH
ISHARES GOLD TR	ISHARES NEW	$1.8M	0.4%Prev: 0.3%	23,650 SH	Increased+5,661 SH
ISHARES INC	MSCI EMRG CHN	$26.9M	5.9%Prev: 5.5%	262,556 SH	Increased-27,350 SH
ISHARES INC	MSCI WORLD ETF	$4.2M	0.9%Prev: 1.2%	20,925 SH	Increased-2,071 SH
ISHARES TR	1 3 YR TREAS BD	$2.9M	0.6%Prev: 5.9%	34,744 SH	Decreased-204,023 SH
ISHARES TR	20 YR TR BD ETF	$1.5M	0.3%Prev: 0.4%	17,474 SH	Increased+1,212 SH
ISHARES TR	7-10 YR TRSY BD	$3.8M	0.8%Prev: 0.9%	40,324 SH	Increased+8,819 SH
ISHARES TR	CORE DIV GRWTH	$1.5M	0.3%Prev: 0.6%	19,905 SH	Decreased-12,995 SH
ISHARES TR	CORE HIGH DV ETF	$856K	0.2%	31,246 SH	New
ISHARES TR	CORE MSCI EAFE	$4.4M	1.0%Prev: 1.0%	45,346 SH	Increased+6,596 SH
ISHARES TR	CORE MSCI INTL	$2.9M	0.6%Prev: 0.9%	32,705 SH	Decreased-5,593 SH
ISHARES TR	CORE S&P MCP ETF	$844K	0.2%Prev: 0.5%	10,940 SH	Decreased-15,142 SH
ISHARES TR	CORE S&P US GWT	$2.2M	0.5%Prev: 1.1%	11,491 SH	Decreased-13,018 SH
ISHARES TR	CORE S&P US VLU	$6.7M	1.5%Prev: 1.8%	60,856 SH	Increased-4,248 SH
ISHARES TR	CORE S&P500 ETF	$79.1M	17.5%Prev: 18.5%	105,678 SH	Increased+5,548 SH
ISHARES TR	CORE US AGGBD ET	$3.1M	0.7%Prev: 0.6%	31,454 SH	Increased+12,830 SH
ISHARES TR	CRE U S REIT ETF	$724K	0.2%Prev: 0.2%	10,888 SH	Increased+179 SH
ISHARES TR	EAFE GRWTH ETF	$7.1M	1.6%Prev: 1.1%	57,357 SH	Increased+23,429 SH
ISHARES TR	EAFE SML CP ETF	$6.7M	1.5%Prev: 0.7%	81,014 SH	Increased+46,569 SH
ISHARES TR	EAFE VALUE ETF	$3.7M	0.8%Prev: 0.7%	47,726 SH	Increased+8,912 SH
ISHARES TR	INTL SEL DIV ETF	$1.1M	0.2%	27,033 SH	New
ISHARES TR	MRGSTR MD CP GRW	$23.6M	5.2%Prev: 0.8%	239,990 SH	Increased+208,580 SH
ISHARES TR	MRGSTR SM CP GR	$6.6M	1.5%Prev: 0.9%	101,160 SH	Increased+41,611 SH
ISHARES TR	MSCI USA MIN ETF	$1.6M	0.3%	16,243 SH	New
ISHARES TR	RUS 1000 GRW ETF	$4.7M	1.0%Prev: 1.6%	37,918 SH	Decreased+25,548 SH
ISHARES TR	RUS 1000 VAL ETF	$4.3M	0.9%Prev: 0.8%	17,671 SH	Increased+4,046 SH
ISHARES TR	RUS MD CP GR ETF	$4.1M	0.9%Prev: 0.9%	27,769 SH	Increased+4,927 SH
ISHARES TR	RUS MID CAP ETF	$8.8M	1.9%Prev: 2.1%	79,718 SH	Increased+4,771 SH
ISHARES TR	RUSSELL 2000 ETF	$4.1M	0.9%Prev: 1.3%	13,607 SH	Decreased-6,630 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.3M	1.4%Prev: 1.0%	111,463 SH	Increased+50,392 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$14.3M	3.1%	309,484 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$3.7M	0.8%Prev: 0.3%	59,622 SH	Increased+40,098 SH
J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$1.3M	0.3%Prev: 0.4%	27,027 SH	Decreased-2,868 SH
JAPAN SMALLER CAPITALIZATION	COM	$289K	0.1%Prev: 0.1%	24,500 SH	Decreased-9,000 SH
JOHN HANCOCK EXCHANGE TRADED	CORE PLUS BOND	$384K	0.1%	15,299 SH	New
KINDER MORGAN INC DEL	COM	$1.3M	0.3%Prev: 0.7%	41,268 SH	Decreased-34,337 SH
LISTED FDS TR	SHARES CORE BD	$205K	0.0%	10,020 SH	New
LITMAN GREGORY FDS TR	IMGP DBI MAN ETF	$779K	0.2%	25,447 SH	New
NVIDIA CORPORATION	COM	$9.6M	2.1%Prev: 3.1%	48,193 SH	Decreased-17,932 SH
PACER FDS TR	TRENDP US LAR CP	$1.6M	0.3%Prev: 0.7%	27,206 SH	Decreased-16,684 SH
PACER FDS TR	US CASH COWS 100	$892K	0.2%Prev: 0.3%	14,345 SH	Decreased-5,133 SH
PFIZER INC	COM	$288K	0.1%Prev: 0.2%	11,947 SH	Decreased-10,728 SH
PROCTER & GAMBLE CO	COM	$1.5M	0.3%	10,017 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.2M	0.5%Prev: 0.7%	38,538 SH	Decreased+15,260 SH
PUTNAM ETF TRUST	FRANKLIN SHT TRM	$264K	0.1%	26,579 SH	New
RBB FD INC	F/M EMERALD SPL	$861K	0.2%	24,670 SH	New
RIVIAN AUTOMOTIVE INC	COM CL A	$216K	0.0%	12,462 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$329K	0.1%Prev: 0.1%	11,363 SH	Increased+600 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.1M	0.9%Prev: 0.8%	128,813 SH	Increased+28,664 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.1M	0.2%Prev: 0.3%	31,722 SH	Increased-2,584 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.5M	0.3%Prev: 0.3%	49,840 SH	Increased+10,075 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$575K	0.1%	10,826 SH	New
SPDR SERIES TRUST	ST SHOR CORP ETF	$448K	0.1%	14,918 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$8.7M	1.9%	94,890 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$4.7M	1.0%	51,589 SH	New
SPDR SERIES TRUST	ST STR SP400GRW	$1.3M	0.3%	11,656 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.2M	0.3%	38,158 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$1.9M	0.4%	98,751 SH	New
STRATEGY SHS	NS 7HANDL IDX	$484K	0.1%Prev: 0.1%	21,207 SH	Decreased-1,774 SH
T ROWE PRICE EXCHANGE-TRADED	PRICE DIV GRWT	$525K	0.1%	10,717 SH	New
TIDAL TRUST II	GRIZZ GROWT ETF	$636K	0.1%	10,612 SH	New
VALUED ADVISERS TR	REGAN FLTG RATE	$1.1M	0.2%Prev: 0.3%	44,118 SH	Increased+6,759 SH
VANECK ETF TRUST	PREFERRED SECURT	$239K	0.1%	13,409 SH	New
VANECK ETF TRUST	REAL ASSETS ETF	$28.5M	6.3%Prev: 6.1%	717,249 SH	Increased+59,515 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$1.3M	0.3%	16,124 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$10.9M	2.4%Prev: 2.4%	135,400 SH	Increased+106,925 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$7.1M	1.6%	10,371 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$3.4M	0.7%Prev: 1.2%	11,150 SH	Decreased-5,620 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.8M	0.8%Prev: 1.0%	10,149 SH	Increased-877 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	0.3%	23,396 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.8M	0.6%Prev: 0.2%	38,925 SH	Increased+26,414 SH
VIATRIS INC	COM	$323K	0.1%Prev: 0.1%	20,327 SH	Decreased-22,178 SH
WALMART INC	COM	$3.3M	0.7%Prev: 0.8%	29,199 SH	Increased+3,191 SH

Sold (vs prior filing)

ALPHABET INC — $1.8M
BANK AMERICA CORP — $1.2M
BRISTOL-MYERS SQUIBB CO — $550K
CADENCE BANK — $1.4M
CAPITAL GROUP DIVIDEND VALUE — $548K
CHEVRON CORP NEW — $2.4M
CHIPOTLE MEXICAN GRILL INC — $743K
CONAGRA BRANDS INC — $340K
DISNEY WALT CO — $1.8M
GLOBAL X FDS — $292K
GRAYSCALE BITCOIN TRUST ETF — $947K
GRAYSCALE ETHEREUM TRUST ETF — $489K
INVESCO QQQ TR — $5.9M
J P MORGAN EXCHANGE TRADED F — $2.1M
KEYCORP — $364K
KRAFT HEINZ CO — $295K
MICROSOFT CORP — $5.3M
PIMCO CORPORATE & INCOME OPP — $235K
PROCTER AND GAMBLE CO — $1.7M
PROSHARES TR — $962K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001803426-26-000001	$364.3M	View
Nov 5, 2025	Q3 2025	13F-HR	0001803426-25-000009	$367.0M	View
Jul 29, 2026	Q2 2026