BEAM WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Covington, LA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 364,312
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/4/2026 | 107 | 364,312 | 13F-HR | BEAM WEALTH ADVISORS, INC. |
| Q3 2025 | 11/5/2025 | 109 | 366,970 | 13F-HR | BEAM WEALTH ADVISORS, INC. |
| Q2 2025 | 8/5/2025 | 107 | 335,521 | 13F-HR | BEAM WEALTH ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 205 K | 56.3% | 0 | 2.312 K | -2.312 K |
| ETFs | 159 K | 43.6% | 0 | 616 | -616 |
| Debt | 268 | 0.1% | 268 | 0 | 268 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
364,312
Holdings
107
QoQ value change ($000)
-2,658
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.