Beam Wealth Advisors, Inc. reported 117 holdings worth US$453M as of Jun 30, 2026 (Form 13F/A)
As of Jun 30, 2026 · Filed Jul 29, 2026
Beam Wealth Advisors, Inc. reported 117 holdings worth US$453M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Exxon Mobil Corporation. Filed Jul 29, 2026 (Form 13F/A).
- Holdings
- 117
- Value as reported
- US$453M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 48,193 | US$9.64M | 2.1% |
| Apple Inc | 24,156 | US$6.99M | 1.5% |
| Exxon Mobil Corporation | 24,865 | US$3.4M | 0.75% |
| Huntington Bancshares Incorporated | 185K | US$3.31M | 0.73% |
| Walmart Inc. | 29,199 | US$3.31M | 0.73% |
| Amazon.com, Inc. | 11,985 | US$2.86M | 0.63% |
| Chevron Corporation | 14,906 | US$2.47M | 0.54% |
| Glacier Bancorp, Inc. | 29,860 | US$1.54M | 0.34% |
| Coca-cola Company (the) | 18,247 | US$1.49M | 0.33% |
| Procter & Gamble Company (the) | 10,017 | US$1.47M | 0.32% |
| Cisco Systems, Inc. | 11,657 | US$1.37M | 0.30% |
| Kinder Morgan, Inc. | 41,268 | US$1.32M | 0.29% |
| Bank Of America Corporation | 14,333 | US$817K | 0.18% |
| Enterprise Products Partners L.p. | 21,522 | US$791K | 0.17% |
| At&t Inc. | 34,573 | US$716K | 0.16% |
| Energy Transfer Lp | 33,542 | US$641K | 0.14% |
| Viatris Inc. | 20,327 | US$323K | 0.07% |
| Pfizer, Inc. | 11,947 | US$288K | 0.06% |
| Rivian Automotive, Inc. | 12,462 | US$216K | 0.05% |
| Chipotle Mexican Grill, Inc. | 0 | US$0 | 0.00% |
| Palantir Technologies Inc. | 0 | US$0 | 0.00% |