# EDGAR Filing Document

**Accession Number:** 0001803426
**File Stem:** 0001803426-23-000001
**Filing Date:** 2023-1
**Character Count:** 14098
**Document Hash:** bba1744467cd5a1a436889e1e8e66349
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001803426-23-000001.hdr.sgml**: 20230123

**ACCESSION NUMBER**: 0001803426-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230123

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230123

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BEAM WEALTH ADVISORS, INC.
- **CENTRAL INDEX KEY:** 0001803426
- **IRS NUMBER:** 721273520
- **STATE OF INCORPORATION:** LA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20005
- **FILM NUMBER:** 23542227

**BUSINESS ADDRESS:**
- **STREET 1:** 72096 RAMOS AVENUE
- **STREET 2:** SUITE D
- **CITY:** COVINGTON
- **STATE:** LA
- **ZIP:** 70433
- **BUSINESS PHONE:** 985-893-1440

**MAIL ADDRESS:**
- **STREET 1:** 72096 RAMOS AVENUE
- **STREET 2:** SUITE D
- **CITY:** COVINGTON
- **STATE:** LA
- **ZIP:** 70433

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BEAM Asset Management, LLC
- **DATE OF NAME CHANGE:** 20200213

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** BEAM WEALTH ADVISORS INC.<br>**Address:** 72096 RAMOS AVENUE<br>SUITE D<br>COVINGTON, LA 70433

**Form 13F File Number:** 028-20005

**CRD Number (if applicable):** 000109867

**SEC File Number (if applicable):** 801-60334

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Amy Betts<br>**Title:** CCO<br>**Phone:** 985-893-1440

**Signature, Place, and Date of Signing:**

Amy L. Betts  Denver, CO  01-20-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 102

**Form 13F Information Table Value Total:** $95929218

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 |  | 244118 | 2906 | SH |  | SOLE | 0 | 0 | 0 | 2906 |
| APPLE INC | COM | 037833100 |  | 1310977 | 10090 | SH |  | SOLE | 0 | 0 | 0 | 10090 |
| AT INC | COM | 00206R102 |  | 490626 | 26650 | SH |  | SOLE | 0 | 0 | 0 | 26650 |
| BROWN FORMAN CORP | CL B | 115637209 |  | 422721 | 6436 | SH |  | SOLE | 0 | 0 | 0 | 6436 |
| CADENCE BANK | COM | 12740C103 |  | 914122 | 37069 | SH |  | SOLE | 0 | 0 | 0 | 37069 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1373263 | 7651 | SH |  | SOLE | 0 | 0 | 0 | 7651 |
| CITIZENS HLDG CO MISS | COM | 174715102 |  | 164743 | 12025 | SH |  | SOLE | 0 | 0 | 0 | 12025 |
| COCA COLA CO | COM | 191216100 |  | 328964 | 5172 | SH |  | SOLE | 0 | 0 | 0 | 5172 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 231750 | 1000 | SH |  | SOLE | 0 | 0 | 0 | 1000 |
| DISNEY WALT CO | COM | 254687106 |  | 234015 | 2694 | SH |  | SOLE | 0 | 0 | 0 | 2694 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 259827 | 1055 | SH |  | SOLE | 0 | 0 | 0 | 1055 |
| ETF SER SOLUTIONS | NATIONWIDE NASDQ | 26922A172 |  | 442167 | 23901 | SH |  | SOLE | 0 | 0 | 0 | 23901 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1180873 | 10706 | SH |  | SOLE | 0 | 0 | 0 | 10706 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 316092865 |  | 646181 | 14177 | SH |  | SOLE | 0 | 0 | 0 | 14177 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 264048 | 2794 | SH |  | SOLE | 0 | 0 | 0 | 2794 |
| FIRST GTY BANCSHARES INC | COM | 32043P106 |  | 644875 | 27500 | SH |  | SOLE | 0 | 0 | 0 | 27500 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 208140 | 12389 | SH |  | SOLE | 0 | 225 | 0 | 12164 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 237205 | 3991 | SH |  | SOLE | 0 | 103 | 0 | 3888 |
| FORD MTR CO DEL | COM | 345370860 |  | 116380 | 10007 | SH |  | SOLE | 0 | 0 | 0 | 10007 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 |  | 1521642 | 30790 | SH |  | SOLE | 0 | 0 | 0 | 30790 |
| GLOBAL X FDS | AUTONMOUS EV ETF | 37954Y624 |  | 578730 | 29126 | SH |  | SOLE | 0 | 0 | 0 | 29126 |
| GLOBAL X FDS | S 500 COVERED | 37954Y475 |  | 1897153 | 48188 | SH |  | SOLE | 0 | 0 | 0 | 48188 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 915297 | 57530 | SH |  | SOLE | 0 | 0 | 0 | 57530 |
| GLOBAL X FDS | S 500 COVERED | 37954Y277 |  | 203481 | 8077 | SH |  | SOLE | 0 | 0 | 0 | 8077 |
| GLOBAL X FDS | DOW 30 COVERED C | 37960A859 |  | 315783 | 14640 | SH |  | SOLE | 0 | 0 | 0 | 14640 |
| GOLDMAN SACHS BDC INC | SHS | 38147U107 |  | 187304 | 13652 | SH |  | SOLE | 0 | 0 | 0 | 13652 |
| HOME DEPOT INC | COM | 437076102 |  | 277615 | 879 | SH |  | SOLE | 0 | 0 | 0 | 879 |
| INVESCO ACTIVELY MANAGED ETF | ACTIVE US REAL | 46090A101 |  | 2074480 | 23823 | SH |  | SOLE | 0 | 0 | 0 | 23823 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 1347266 | 120507 | SH |  | SOLE | 0 | 0 | 0 | 120507 |
| INVESCO EXCHANGE TRADED FD T | DWA HEALTHCARE | 46137V852 |  | 1943175 | 15797 | SH |  | SOLE | 0 | 0 | 0 | 15797 |
| INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 46137V605 |  | 1981190 | 45378 | SH |  | SOLE | 0 | 0 | 0 | 45378 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1211119 | 4548 | SH |  | SOLE | 0 | 0 | 0 | 4548 |
| ISHARES INC | MSCI WORLD ETF | 464286392 |  | 2546291 | 23307 | SH |  | SOLE | 0 | 0 | 0 | 23307 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 264923 | 4298 | SH |  | SOLE | 0 | 0 | 0 | 4298 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 203263 | 4039 | SH |  | SOLE | 0 | 0 | 0 | 4039 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 1596017 | 28510 | SH |  | SOLE | 0 | 0 | 0 | 28510 |
| ISHARES TR | MSCI INTL SML CP | 46434V266 |  | 961155 | 32038 | SH |  | SOLE | 0 | 0 | 0 | 32038 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 343855 | 9483 | SH |  | SOLE | 0 | 0 | 0 | 9483 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 875649 | 3620 | SH |  | SOLE | 0 | 20 | 0 | 3600 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 292008 | 3085 | SH |  | SOLE | 0 | 0 | 0 | 3085 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 764668 | 8374 | SH |  | SOLE | 0 | 0 | 0 | 8374 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1310539 | 3411 | SH |  | SOLE | 0 | 0 | 0 | 3411 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1089088 | 5173 | SH |  | SOLE | 0 | 0 | 0 | 5173 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 601989 | 3970 | SH |  | SOLE | 0 | 0 | 0 | 3970 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 3197884 | 14927 | SH |  | SOLE | 0 | 0 | 0 | 14927 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2881161 | 16524 | SH |  | SOLE | 0 | 0 | 0 | 16524 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 2026720 | 14615 | SH |  | SOLE | 0 | 0 | 0 | 14615 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 4117915 | 58303 | SH |  | SOLE | 0 | 0 | 0 | 58303 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 550276 | 8383 | SH |  | SOLE | 0 | 0 | 0 | 8383 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 2574710 | 31720 | SH |  | SOLE | 0 | 0 | 0 | 31720 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 3343275 | 49567 | SH |  | SOLE | 0 | 0 | 0 | 49567 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 262575 | 3141 | SH |  | SOLE | 0 | 0 | 0 | 3141 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 6190042 | 58763 | SH |  | SOLE | 0 | 0 | 0 | 58763 |
| ISHARES TR | COHEN STEER REIT | 464287564 |  | 637964 | 11633 | SH |  | SOLE | 0 | 0 | 0 | 11633 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 2612907 | 34622 | SH |  | SOLE | 0 | 0 | 0 | 34622 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 668050 | 9073 | SH |  | SOLE | 0 | 0 | 0 | 9073 |
| ISHARES TR | GLOBAL MATER ETF | 464288695 |  | 1299570 | 16521 | SH |  | SOLE | 0 | 0 | 0 | 16521 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 2466394 | 22799 | SH |  | SOLE | 0 | 0 | 0 | 22799 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 856929 | 18678 | SH |  | SOLE | 0 | 0 | 0 | 18678 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1138614 | 30043 | SH |  | SOLE | 0 | 0 | 0 | 30043 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 730574 | 14774 | SH |  | SOLE | 0 | 0 | 0 | 14774 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 257479 | 8434 | SH |  | SOLE | 0 | 0 | 0 | 8434 |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 |  | 1761651 | 38548 | SH |  | SOLE | 0 | 0 | 0 | 38548 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1785094 | 32760 | SH |  | SOLE | 0 | 0 | 0 | 32760 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 347344 | 1966 | SH |  | SOLE | 0 | 0 | 0 | 1966 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 227119 | 1694 | SH |  | SOLE | 0 | 0 | 0 | 1694 |
| LILLY ELI  CO | COM | 532457108 |  | 415895 | 1137 | SH |  | SOLE | 0 | 0 | 0 | 1137 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 |  | 292894 | 3528 | SH |  | SOLE | 0 | 0 | 0 | 3528 |
| MCDONALDS CORP | COM | 580135101 |  | 524296 | 1990 | SH |  | SOLE | 0 | 0 | 0 | 1990 |
| MERCK  CO INC | COM | 58933Y105 |  | 224597 | 2024 | SH |  | SOLE | 0 | 0 | 0 | 2024 |
| MICROSOFT CORP | COM | 594918104 |  | 904058 | 3770 | SH |  | SOLE | 0 | 0 | 0 | 3770 |
| PFIZER INC | COM | 717081103 |  | 329621 | 6433 | SH |  | SOLE | 0 | 0 | 0 | 6433 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 210501 | 17527 | SH |  | SOLE | 0 | 0 | 0 | 17527 |
| PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 |  | 1658710 | 33261 | SH |  | SOLE | 0 | 0 | 0 | 33261 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 277306 | 1830 | SH |  | SOLE | 0 | 0 | 0 | 1830 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 285209 | 6317 | SH |  | SOLE | 0 | 0 | 0 | 6317 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 219498 | 3951 | SH |  | SOLE | 0 | 0 | 0 | 3951 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1748334 | 23144 | SH |  | SOLE | 0 | 0 | 0 | 23144 |
| SOUTHERN CO | COM | 842587107 |  | 345417 | 4837 | SH |  | SOLE | 0 | 0 | 0 | 4837 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 755577 | 4454 | SH |  | SOLE | 0 | 0 | 0 | 4454 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2154041 | 5633 | SH |  | SOLE | 0 | 0 | 0 | 5633 |
| SPDR SER TR | ICE PFD SEC ETF | 78464A292 |  | 345703 | 10533 | SH |  | SOLE | 0 | 0 | 0 | 10533 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 218144 | 2424 | SH |  | SOLE | 0 | 0 | 0 | 2424 |
| STRATEGY SHS | NS 7HANDL IDX | 86280R506 |  | 858405 | 43841 | SH |  | SOLE | 0 | 0 | 0 | 43841 |
| TESLA INC | COM | 88160R101 |  | 202508 | 1644 | SH |  | SOLE | 0 | 0 | 0 | 1644 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 299317 | 1419 | SH |  | SOLE | 0 | 0 | 0 | 1419 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 705579 | 9822 | SH |  | SOLE | 0 | 0 | 0 | 9822 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 486178 | 3464 | SH |  | SOLE | 0 | 0 | 0 | 3464 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 282424 | 1325 | SH |  | SOLE | 0 | 0 | 0 | 1325 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 413660 | 1177 | SH |  | SOLE | 0 | 0 | 0 | 1177 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2881130 | 15069 | SH |  | SOLE | 0 | 0 | 0 | 15069 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 322792 | 8281 | SH |  | SOLE | 0 | 0 | 0 | 8281 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 240053 | 5274 | SH |  | SOLE | 0 | 0 | 0 | 5274 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 527826 | 6810 | SH |  | SOLE | 0 | 0 | 0 | 6810 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 |  | 208320 | 2806 | SH |  | SOLE | 0 | 0 | 0 | 2806 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 293964 | 7004 | SH |  | SOLE | 0 | 0 | 0 | 7004 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 260149 | 2404 | SH |  | SOLE | 0 | 0 | 0 | 2404 |
| VECTOR GROUP LTD | COM | 92240M108 |  | 142960 | 12054 | SH |  | SOLE | 0 | 0 | 0 | 12054 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 343441 | 8717 | SH |  | SOLE | 0 | 0 | 0 | 8717 |
| VISA INC | COM CL A | 92826C839 |  | 341032 | 1641 | SH |  | SOLE | 0 | 0 | 0 | 1641 |
| WALMART INC | COM | 931142103 |  | 1027023 | 7243 | SH |  | SOLE | 0 | 0 | 0 | 7243 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 229734 | 6348 | SH |  | SOLE | 0 | 0 | 0 | 6348 |

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