Beam Wealth Advisors
Beam Wealth Advisors reported 117 stocks worth $453M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are IVV (17.4%), RAAX (6.3%) and EMXC (5.9%). Compared with Q1 2026, the fund opened new positions in VOO, IWF and PG, added to RAAX, DABS and JPIE, trimmed IVV, EMXC and IMCG and sold out of PLTR, CIBR and CMG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $79.1M | 17.4% | 106K | −6,729 (−6%) | 8 of 8 | |
| 2 |  RAAX Vaneck Real | $28.5M | 6.3% | 717K | +11K (+2%) | 8 of 8 | |
| 3 |  EMXC Ishares Msci Emerging Markets EX China ETF | $26.9M | 5.9% | 263K | −28K (−10%) | 8 of 8 | |
| 4 |  IMCG Ishares TR | $23.6M | 5.2% | 240K | −20K (−8%) | 8 of 8 | |
| 5 |  DABS Doubleline ETF Trust | $18.5M | 4.1% | 365K | +32K (+9%) | 4 of 8 | |
| 6 |  JPIE J P Morgan Exchange Traded F | $14.3M | 3.1% | 309K | +136K (+78%) | 2 of 8 | |
| 7 |  VO Vanguard Index Fds | $10.9M | 2.4% | 135K | +100K (+284%) | 8 of 8 | |
| 8 |  OAKM Harris Oakmark ETF Trust | $10.8M | 2.4% | 382K | −22K (−6%) | 4 of 8 | |
| 9 |  NVDA Nvidia Corporation | $9.6M | 2.1% | 48K | −1,170 (−2%) | 8 of 8 | |
| 10 |  IWR Ishares TR | $8.8M | 1.9% | 80K | +2,418 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Jul 28, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →Beam Wealth Advisors 13F FAQ
What does Beam Wealth Advisors own?
Beam Wealth Advisors reported 117 stocks worth $453M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are IVV (17.4%), RAAX (6.3%) and EMXC (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Beam Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 46 added to, 53 trimmed and 3 sold out. New positions include VOO, IWF and PG. It sold all of PLTR, CIBR and CMG.
When will Beam Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beam Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $453M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.