# EDGAR Filing Document

**Accession Number:** 0001803426
**File Stem:** 0001803426-25-000007
**Filing Date:** 2025-8
**Character Count:** 14904
**Document Hash:** 88fdc6dd52a269b553b3624a192421b6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001803426-25-000007.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0001803426-25-000007

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**DATE AS OF CHANGE**: 20250804

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BEAM WEALTH ADVISORS, INC.
- **CENTRAL INDEX KEY:** 0001803426

**ORGANIZATION NAME:**
- **EIN:** 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:** 251182170

**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:** 06-30-2025

**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 L. Betts<br>**Title:** CCO<br>**Phone:** 985-893-1440

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

Amy L. Betts  Denver, CO  08-04-2025<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:** 107

**Form 13F Information Table Value Total:** $335520840

      (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 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1778478 | 10026 | SH |  | SOLE | 0 | 10026 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 233790 | 10579 | SH |  | SOLE | 0 | 10579 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 5275953 | 10607 | SH |  | SOLE | 0 | 10607 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5886612 | 10671 | SH |  | SOLE | 0 | 10671 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 605726 | 10709 | SH |  | SOLE | 0 | 10709 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 256471 | 10763 | SH |  | SOLE | 0 | 10763 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1717456 | 10780 | SH |  | SOLE | 0 | 10780 | 0 | 0 |
| SPDR SERIES TRUST | S 400 MDCP GRW | 78464A821 |  | 938520 | 10804 | SH |  | SOLE | 0 | 10804 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3351050 | 11026 | SH |  | SOLE | 0 | 11026 | 0 | 0 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 946957 | 11163 | SH |  | SOLE | 0 | 11163 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 |  | 294761 | 11416 | SH |  | SOLE | 0 | 11416 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 494178 | 11421 | SH |  | SOLE | 0 | 11421 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 329290 | 11739 | SH |  | SOLE | 0 | 11739 | 0 | 0 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 961705 | 11795 | SH |  | SOLE | 0 | 11795 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 550482 | 11892 | SH |  | SOLE | 0 | 11892 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2659921 | 12124 | SH |  | SOLE | 0 | 12124 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 5252014 | 12370 | SH |  | SOLE | 0 | 12370 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 614880 | 12419 | SH |  | SOLE | 0 | 12419 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 713273 | 12511 | SH |  | SOLE | 0 | 12511 | 0 | 0 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 284265 | 12634 | SH |  | SOLE | 0 | 12634 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 633341 | 12899 | SH |  | SOLE | 0 | 12899 | 0 | 0 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 743482 | 13241 | SH |  | SOLE | 0 | 13241 | 0 | 0 |
| GLOBAL X FDS | DOW 30 COVERED C | 37960A859 |  | 292228 | 13479 | SH |  | SOLE | 0 | 13479 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2646384 | 13625 | SH |  | SOLE | 0 | 13625 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 951741 | 13718 | SH |  | SOLE | 0 | 13718 | 0 | 0 |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 |  | 472130 | 13809 | SH |  | SOLE | 0 | 13809 | 0 | 0 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 547726 | 13870 | SH |  | SOLE | 0 | 13870 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1771516 | 14285 | SH |  | SOLE | 0 | 14285 | 0 | 0 |
| FLEXSHARES TR | QLT DIV DEF IDX | 33939L845 |  | 1097507 | 14821 | SH |  | SOLE | 0 | 14821 | 0 | 0 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 1399276 | 14888 | SH |  | SOLE | 0 | 14888 | 0 | 0 |
| FLEXSHARES TR | US QT LW VLTY | 33939L654 |  | 1021234 | 14996 | SH |  | SOLE | 0 | 14996 | 0 | 0 |
| FIDELITY COVINGTON TRUST | MSCI UTILS INDEX | 316092865 |  | 835294 | 15880 | SH |  | SOLE | 0 | 15880 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1435112 | 16262 | SH |  | SOLE | 0 | 16262 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 |  | 496716 | 16453 | SH |  | SOLE | 0 | 16453 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 1040427 | 16565 | SH |  | SOLE | 0 | 16565 | 0 | 0 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 340416 | 16630 | SH |  | SOLE | 0 | 16630 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3974085 | 16770 | SH |  | SOLE | 0 | 16770 | 0 | 0 |
| PIMCO CORPORATE  INCOME OPP | COM | 72201B101 |  | 235270 | 16914 | SH |  | SOLE | 0 | 16914 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2440495 | 17044 | SH |  | SOLE | 0 | 17044 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1121794 | 17989 | SH |  | SOLE | 0 | 17989 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 1299474 | 18367 | SH |  | SOLE | 0 | 18367 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1847506 | 18624 | SH |  | SOLE | 0 | 18624 | 0 | 0 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 1073238 | 19478 | SH |  | SOLE | 0 | 19478 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 1062085 | 19524 | SH |  | SOLE | 0 | 19524 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 4367001 | 20237 | SH |  | SOLE | 0 | 20237 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 566193 | 20462 | SH |  | SOLE | 0 | 20462 | 0 | 0 |
| KEYCORP | COM | 493267108 |  | 364093 | 20901 | SH |  | SOLE | 0 | 20901 | 0 | 0 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 845358 | 21076 | SH |  | SOLE | 0 | 21076 | 0 | 0 |
| PFIZER INC | COM | 717081103 |  | 549642 | 22675 | SH |  | SOLE | 0 | 22675 | 0 | 0 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 3167736 | 22842 | SH |  | SOLE | 0 | 22842 | 0 | 0 |
| STRATEGY SHS | NS 7HANDL IDX | 86280R506 |  | 497758 | 22981 | SH |  | SOLE | 0 | 22981 | 0 | 0 |
| ISHARES INC | MSCI WORLD ETF | 464286392 |  | 3895022 | 22996 | SH |  | SOLE | 0 | 22996 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 2344095 | 23278 | SH |  | SOLE | 0 | 23278 | 0 | 0 |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | 389638107 |  | 488750 | 23430 | SH |  | SOLE | 0 | 23430 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 3686085 | 24509 | SH |  | SOLE | 0 | 24509 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 1203389 | 25431 | SH |  | SOLE | 0 | 25431 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 2543103 | 26008 | SH |  | SOLE | 0 | 26008 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1617582 | 26082 | SH |  | SOLE | 0 | 26082 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2925434 | 27138 | SH |  | SOLE | 0 | 27138 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 5724851 | 27903 | SH |  | SOLE | 0 | 27903 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 7968273 | 28475 | SH |  | SOLE | 0 | 28475 | 0 | 0 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 744099 | 29353 | SH |  | SOLE | 0 | 29353 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 |  | 1418211 | 29895 | SH |  | SOLE | 0 | 29895 | 0 | 0 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 |  | 1296794 | 30102 | SH |  | SOLE | 0 | 30102 | 0 | 0 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 |  | 2520064 | 31410 | SH |  | SOLE | 0 | 31410 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 3017274 | 31505 | SH |  | SOLE | 0 | 31505 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 979953 | 31601 | SH |  | SOLE | 0 | 31601 | 0 | 0 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 2103595 | 32900 | SH |  | SOLE | 0 | 32900 | 0 | 0 |
| JAPAN SMALLER CAPITALIZATION | COM | 47109U104 |  | 322940 | 33500 | SH |  | SOLE | 0 | 33500 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 3799963 | 33928 | SH |  | SOLE | 0 | 33928 | 0 | 0 |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 |  | 1782952 | 34274 | SH |  | SOLE | 0 | 34274 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 1002069 | 34306 | SH |  | SOLE | 0 | 34306 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 2503448 | 34445 | SH |  | SOLE | 0 | 34445 | 0 | 0 |
| FIDELITY ETHEREUM FD | SHS | 31613E103 |  | 903628 | 35901 | SH |  | SOLE | 0 | 35901 | 0 | 0 |
| VALUED ADVISERS TR | REGAN FLTG RATE | 92046L338 |  | 953393 | 37359 | SH |  | SOLE | 0 | 37359 | 0 | 0 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 2912177 | 38298 | SH |  | SOLE | 0 | 38298 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3234891 | 38750 | SH |  | SOLE | 0 | 38750 | 0 | 0 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2463918 | 38814 | SH |  | SOLE | 0 | 38814 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 971868 | 39765 | SH |  | SOLE | 0 | 39765 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 2132507 | 39793 | SH |  | SOLE | 0 | 39793 | 0 | 0 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 731891 | 40369 | SH |  | SOLE | 0 | 40369 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 379566 | 42505 | SH |  | SOLE | 0 | 42505 | 0 | 0 |
| CADENCE BANK | COM | 12740C103 |  | 1398901 | 43743 | SH |  | SOLE | 0 | 43743 | 0 | 0 |
| PACER FDS TR | TRENDP US LAR CP | 69374H105 |  | 2227846 | 43890 | SH |  | SOLE | 0 | 43890 | 0 | 0 |
| GLOBAL X FDS | S 500 COVERED | 37954Y475 |  | 1726641 | 44341 | SH |  | SOLE | 0 | 44341 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 1313976 | 45403 | SH |  | SOLE | 0 | 45403 | 0 | 0 |
| ALPS ETF TR | OSHARES US SMLCP | 00162Q395 |  | 2179778 | 50446 | SH |  | SOLE | 0 | 50446 | 0 | 0 |
| ISHARES TR | MRGSTR SM CP GR | 464288604 |  | 2963177 | 59549 | SH |  | SOLE | 0 | 59549 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 3471882 | 61071 | SH |  | SOLE | 0 | 61071 | 0 | 0 |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | 316092725 |  | 1447123 | 62135 | SH |  | SOLE | 0 | 62135 | 0 | 0 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 6160839 | 65104 | SH |  | SOLE | 0 | 65104 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 4880219 | 65165 | SH |  | SOLE | 0 | 65165 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 10447014 | 66125 | SH |  | SOLE | 0 | 66125 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 6892853 | 74947 | SH |  | SOLE | 0 | 74947 | 0 | 0 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 2222787 | 75605 | SH |  | SOLE | 0 | 75605 | 0 | 0 |
| GLOBAL X FDS | NASDAQ 100 COVER | 37954Y483 |  | 1307000 | 78170 | SH |  | SOLE | 0 | 78170 | 0 | 0 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 |  | 1001930 | 81857 | SH |  | SOLE | 0 | 81857 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 8203241 | 89428 | SH |  | SOLE | 0 | 89428 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 1032982 | 92811 | SH |  | SOLE | 0 | 92811 | 0 | 0 |
| BITWISE BITCOIN ETF TR | SHS BEN INT | 09174C104 |  | 5503417 | 93931 | SH |  | SOLE | 0 | 93931 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 62170823 | 100130 | SH |  | SOLE | 0 | 100130 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2653950 | 100149 | SH |  | SOLE | 0 | 100149 | 0 | 0 |
| FIDELITY COVINGTON TRUST | FIDELITY MAGELAN | 316092329 |  | 3912705 | 114040 | SH |  | SOLE | 0 | 114040 | 0 | 0 |
| BITWISE ETHEREUM ETF | SHS | 091955104 |  | 3036428 | 168130 | SH |  | SOLE | 0 | 168130 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 19784211 | 238767 | SH |  | SOLE | 0 | 238767 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 18304663 | 289906 | SH |  | SOLE | 0 | 289906 | 0 | 0 |
| VANECK ETF TRUST | REAL ASSETS ETF | 92189F130 |  | 20422629 | 657734 | SH |  | SOLE | 0 | 657734 | 0 | 0 |

---