Beam Wealth Advisors, Inc.
Long-term investor · LA · @beamwealthadvisorsinc
-12.3%
All time
S&P +14.9%
Long-term investor
Beam Wealth Advisors, Inc. @beamwealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001803426).
Record
- Tracked since 2025-06-30 (492 days), 117 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.3% · 1 year -12.3% · all -12.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 17.5% · long · since 2025-09-30
- 92189F130 · 6.2% · long · since 2025-09-30
- 46434G764 · 5.6% · long · since 2025-09-30
- 464288307 · 4.9% · long · since 2025-09-30
- 25861R808 · 4.1% · long · since 2025-09-30
- 46641Q159 · 3.3% · long · since 2026-03-31
- 41456U106 · 2.4% · long · since 2025-09-30
- 922908629 · 2.3% · long · since 2025-09-30
- NVDA · 2.3% · long · since 2025-09-30
- 78468R663 · 2.0% · long · since 2025-09-30
- 464287499 · 1.8% · long · since 2025-09-30
- AAPL · 1.8% · long · since 2025-09-30