Beacon Pointe Advisors, LLC 13F Holdings
CIK 0001744317 · NEWPORT BEACH, CA
As of Sep 30, 2025, Beacon Pointe Advisors, LLC reported 1,378 positions worth $9.4B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 1,536,816 | $391.3M | 4.16% |
| NVIDIA CORP | NVDA | Technology | 1,804,943 | $336.8M | 3.58% |
| MICROSOFT CORP | MSFT | Technology | 633,768 | $328.3M | 3.49% |
| VANGUARD 500 INDEX FUND | VOO | — | 517,458 | $316.9M | 3.37% |
| ISHARES CORE S&P 500 ETF | IVV | — | 390,322 | $261.2M | 2.78% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 473,296 | $227.0M | 2.41% |
| LENNOX INTERNATIONAL INC | LII | Basic Materials | 418,642 | $221.6M | 2.35% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 5,620,346 | $216.8M | 2.30% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 499,824 |