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Manager record

Beam Wealth Advisors, Inc.

Covington, LA · CIK 1803426 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$453.42MReported 13F valueQ2 2026 · as filed
117Holdings listed
+12.9%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $335.5M$335.5MQ2 2025107 holdingsQ3 2025: $367.0M$367.0MQ3 2025109 holdingsQ4 2025: $364.3M$364.3MQ4 2025107 holdingsQ1 2026: $401.7M$401.7MQ1 2026108 holdingsQ2 2026: $453.4M$453.4MQ2 2026117 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR/A · period Q2 2026

$453.42M · 117 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 28 2026 13F-HR · period Q2 2026

$453.42M · 117 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$401.73M · 108 holdings listed · View original SEC filing ↗
Feb 04 2026 13F-HR · period Q4 2025

$364.31M · 107 holdings listed · View original SEC filing ↗
Nov 05 2025 13F-HR · period Q3 2025

$366.97M · 109 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$335.52M · 107 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology