Notify me when BEAM WEALTH ADVISORS, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 107 | $364,311,877 | +$17,224,297 | -$21,507,699 | -$4,283,402 | IVV, RAAX, EMXC, DABS, NVDA | 13F-HR | 03 Feb 2026, 20:00 |
| Q3 2025 | 109 | $366,970,112 | +$37,839,985 | -$30,083,781 | +$7,756,204 | IVV, RAAX, EMXC, DABS, NVDA | 13F-HR | 04 Nov 2025, 19:36 |
| Q2 2025 | 107 | $335,520,840 | +$35,934,445 | -$20,909,725 | +$15,024,720 | IVV, RAAX, SHY, EMXC, NVDA | 13F-HR | 04 Aug 2025, 19:00 |
| Q1 2025 | 102 | $296,500,215 | +$6,617,807 | -$16,846,491 | -$10,228,684 | IVV, SHY, RAAX, EMXC, NVDA | 13F-HR | 09 May 2025, 19:59 |
| Q4 2024 | 104 | $316,139,247 | +$24,177,627 | -$37,163,012 | -$12,985,385 | IVV, SHY, RAAX, EMXC, NVDA | 13F-HR | 06 Feb 2025, 19:45 |
| Q3 2024 | 102 | $329,955,386 | +$20,309,552 | -$4,982,067 | +$15,327,485 | IVV, SHY, HDV, NVDA, EMXC | 13F-HR | 04 Nov 2024, 17:02 |
| Q2 2024 | 103 | $300,047,306 | +$168,318,611 | -$34,610,852 | +$133,707,759 | IVV, SHY, HDV, NVDA, EMXC | 13F-HR | 07 Aug 2024, 12:45 |
| Q1 2024 | 114 | $166,431,564 | +$15,745,021 | -$14,687,929 | +$1,057,092 | HDV, IVV, SHY, IUSV, IWF | 13F-HR | 30 Apr 2024, 16:48 |
| Q4 2023 | 105 | $157,691,606 | +$10,859,461 | -$5,656,848 | +$5,202,613 | HDV, IVV, SHY, BIL, IUSV | 13F-HR | 30 Jan 2024, 19:57 |
| Q3 2023 | 97 | $140,679,767 | +$21,631,643 | -$19,494,778 | +$2,136,865 | HDV, IVV, SHY, BIL, IUSV | 13F-HR | 26 Oct 2023, 11:46 |
| Q2 2023 | 104 | $144,069,666 | +$59,413,755 | -$18,261,117 | +$41,152,638 | IVV, SHY, HDV, IWR, TLH | 13F-HR | 26 Jul 2023, 17:25 |
| Q1 2023 | 98 | $99,620,990 | +$2,933,339 | -$2,327,831 | +$605,508 | IWS, IUSV, IWF, IWR, VTI | 13F-HR | 26 Apr 2023, 14:05 |
| Q4 2022 | 102 | $95,929,218 | +$20,601,637 | -$18,994,921 | +$1,606,716 | IWS, IUSV, IWR, IWF, IWM | 13F-HR | 20 Jan 2023, 18:38 |
| Q3 2022 | 101 | $89,811,000 | +$9,242,392 | -$4,657,936 | +$4,584,456 | IWS, IUSV, VTI, IWF, IWM | 13F-HR | 19 Oct 2022, 19:14 |
| Q2 2022 | 103 | $90,050,000 | +$22,043,803 | -$6,730,798 | +$15,313,005 | IWS, IUSV, VTI, FTEC, IWM | 13F-HR | 01 Aug 2022, 14:53 |
| Q1 2022 | 87 | $87,055,000 | +$8,162,298 | -$4,463,692 | +$3,698,606 | IWS, FTEC, IUSV, IVV, IWM | 13F-HR | 25 Apr 2022, 20:26 |
| Q4 2021 | 87 | $87,317,000 | +$12,090,417 | -$47,506,026 | -$35,415,609 | IWS, IVV, IUSV, IWM, IWR | 13F-HR | 14 Jan 2022, 13:50 |
| Q3 2021 | 143 | $116,517,000 | +$9,101,639 | -$7,413,121 | +$1,688,518 | IWS, AAPL, QQQ, IVV, IWM | 13F-HR | 13 Oct 2021, 18:02 |
| Q2 2021 | 140 | $115,929,000 | +$16,590,861 | -$17,185,002 | -$594,141 | IVV, IWS, AAPL, QQQ, IWM | 13F-HR | 12 Jul 2021, 18:32 |
| Q1 2021 | 136 | $112,205,000 | +$8,837,857 | -$6,538,810 | +$2,299,047 | IVV, IWM, QQQ, AAPL, IWR | 13F-HR | 17 May 2021, 12:35 |
| Q4 2020 | 125 | $105,973,000 | +$8,961,943 | -$19,259,665 | -$10,297,722 | AAPL, QQQ, IVV, IWM, IWR | 13F-HR | 25 Jan 2021, 18:13 |
| Q3 2020 | 134 | $106,679,000 | +$11,721,434 | -$6,589,539 | +$5,131,895 | AAPL, IVV, QQQ, IWM, IWR | 13F-HR | 07 Oct 2020, 14:10 |
| Q2 2020 | 136 | $98,871,000 | +$19,797,723 | -$36,499,930 | -$16,702,207 | IVV, QQQ, IWM, IWR, BIV | 13F-HR | 07 Jul 2020, 17:25 |
| Q1 2020 | 142 | $100,745,000 | +$40,527,875 | -$31,228,923 | +$9,298,952 | IVV, FTEC, IJR, FLOT, QQQ | 13F-HR | 08 Apr 2020, 16:26 |
| Q4 2019 | 148 | $107,237,000 | $0 | $0 | $0 | IVV, IJH, FLOT, IJR, FREL | 13F-HR | 13 Feb 2020, 20:08 |