What is Beacon Pointe Advisors, LLC's portfolio value?

As of Q4 2025, Beacon Pointe Advisors, LLC manages $14.3B across 1460 reported positions in their SEC 13F filing.

What are Beacon Pointe Advisors, LLC's top holdings?

Beacon Pointe Advisors, LLC's largest 13F positions include AAPL, VOO, NVDA, representing approximately 8.3% of the reported portfolio.

How many stocks does Beacon Pointe Advisors, LLC hold?

Beacon Pointe Advisors, LLC holds 1460 reported positions as of their Q4 2025 13F filing.

When did Beacon Pointe Advisors, LLC last file a 13F?

The most recent 13F filing from Beacon Pointe Advisors, LLC reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Beacon Pointe Advisors, LLC

CIK: 0001744317SEC EDGAR →

Portfolio Value

$14.3B

Holdings

1,460

As of

Q4 2025

New Positions

1,329

Closed Positions

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	AAPLPut APPLE INC	1,678,421	$455.0M	3.19%
2	VOO VANGUARD INDEX FDS	585,411	$367.0M	2.57%
3	NVDAPut NVIDIA CORPORATION	1,941,982	$361.0M	2.53%
4	MSFT MICROSOFT CORP	675,655	$326.0M	2.29%
5	IVV ISHARES TR	415,572	$284.0M	1.99%
6	VUG VANGUARD INDEX FDS	522,057	$254.0M	1.78%
7	VTI VANGUARD INDEX FDS	742,991	$249.0M	1.75%
8	DFAC DIMENSIONAL ETF TRUST	5,975,927	$236.0M	1.65%
9	LII LENNOX INTL INC	417,964	$202.0M	1.42%
10	VEA VANGUARD TAX-MANAGED FDS	3,037,258	$189.0M	1.33%

Quarterly Changes

Top Buys

AAPLNEW

$455.0M

VOO↑ Increased

$366.7M

MSFT↑ Increased

$325.7M

IVV↑ Increased

$283.7M

SPYNEW

$152.0M

Top Sells

CETYCLOSED

$394.4M

AAPLCLOSED

$391.3M

LII↓ Decreased

$201.8M

NDQ↓ Decreased

$115.9M

META↓ Decreased

$75.9M

New Positions (205)

AAPL

$455.0M · 1.7M shares

SPY

$152.0M · 225K shares

$69.0M · 197K shares

$63.0M · 202K shares

$48.0M · 46K shares

$42.0M · 49K shares

$40.0M · 684K shares

$35.0M · 194K shares

$34.0M · 153K shares

$31.0M · 160K shares

$29.0M · 377K shares

$23.0M · 536K shares

$22.0M · 393K shares

$20.0M · 311K shares

$19.0M · 80K shares

$17.0M · 360K shares

$13.0M · 277K shares

$11.0M · 150K shares

$11.0M · 140K shares

$11.0M · 39K shares

$9.0M · 195K shares

$7.0M · 284K shares

$5.0M · 33K shares

$5.0M · 198K shares

$4.0M · 76K shares

$4.0M · 97K shares

$4.0M · 92K shares

$3.0M · 203K shares

$3.0M · 99K shares

$3.0M · 37K shares

$3.0M · 3K shares

$3.0M · 256K shares

$2.0M · 22K shares

$2.0M · 109K shares

$2.0M · 16K shares

$2.0M · 48K shares

$2.0M · 195K shares

$2.0M · 38K shares

$2.0M · 20K shares

$2.0M · 103K shares

$2.0M · 20K shares

$2.0M · 37K shares

$2.0M · 98K shares

$2.0M · 207K shares

$2.0M · 16K shares

$1.0M · 18K shares

$1.0M · 25K shares

$1.0M · 67K shares

$1.0M · 30K shares

$1.0M · 50K shares

$1.0M · 11K shares

$1.0M · 35K shares

$1.0M · 46K shares

$1.0M · 49K shares

$1.0M · 25K shares

$1.0M · 29K shares

$1.0M · 32K shares

$1.0M · 43K shares

$1.0M · 75K shares

$1.0M · 175K shares

$1.0M · 109K shares

$0 · 11K shares

$0 · 9K shares

$0 · 6K shares

$0 · 2K shares

$0 · 16K shares

$0 · 6K shares

$0 · 21K shares

$0 · 92K shares

$0 · 5K shares

$0 · 17K shares

$0 · 3K shares

$0 · 6K shares

$0 · 13K shares

$0 · 13K shares

$0 · 3K shares

$0 · 6K shares

$0 · 4K shares

$0 · 466 shares

$0 · 5K shares

$0 · 1K shares

$0 · 4K shares

$0 · 20K shares

$0 · 3K shares

$0 · 6K shares

$0 · 10K shares

$0 · 3K shares

$0 · 16K shares

$0 · 9K shares

$0 · 4K shares

$0 · 1K shares

$0 · 11K shares

$0 · 1K shares

$0 · 10K shares

$0 · 11K shares

$0 · 46K shares

$0 · 35K shares

$0 · 2K shares

$0 · 101K shares

$0 · 6K shares

$0 · 15K shares

$0 · 667 shares

$0 · 17K shares

$0 · 8K shares

$0 · 12K shares

$0 · 9K shares

$0 · 4K shares

$0 · 5K shares

$0 · 15K shares

$0 · 12K shares

$0 · 3K shares

$0 · 12K shares

$0 · 18K shares

$0 · 2K shares

$0 · 11K shares

$0 · 2K shares

$0 · 3K shares

$0 · 1K shares

$0 · 10K shares

$0 · 19K shares

$0 · 3K shares

$0 · 28K shares

$0 · 3K shares

$0 · 17K shares

$0 · 6K shares

$0 · 32K shares

$0 · 5K shares

$0 · 8K shares

$0 · 3K shares

$0 · 11K shares

$0 · 12K shares

$0 · 5K shares

$0 · 11K shares

$0 · 8K shares

$0 · 1K shares

$0 · 381 shares

$0 · 10K shares

$0 · 4K shares

$0 · 9K shares

$0 · 13K shares

$0 · 13K shares

$0 · 9K shares

$0 · 69K shares

$0 · 8K shares

$0 · 1K shares

$0 · 347 shares

$0 · 4K shares

$0 · 1K shares

$0 · 6K shares

$0 · 455 shares

ODFL

$0 · 3K shares

0DFC

$0 · 2K shares

WCN

$0 · 1K shares

$0 · 3K shares

$0 · 4K shares

$0 · 2K shares

$0 · 23K shares

$0 · 8K shares

$0 · 4K shares

$0 · 3K shares

$0 · 3K shares

$0 · 3K shares

$0 · 10K shares

$0 · 2K shares

$0 · 4K shares

$0 · 2K shares

$0 · 8K shares

$0 · 10K shares

$0 · 10K shares

$0 · 18K shares

$0 · 17K shares

$0 · 3K shares

$0 · 9K shares

$0 · 16K shares

$0 · 311K shares

$0 · 4K shares

$0 · 506K shares

$0 · 5K shares

$0 · 62K shares

$0 · 8K shares

$0 · 11K shares

$0 · 9K shares

$0 · 952 shares

$0 · 6K shares

$0 · 9K shares

$0 · 15K shares

$0 · 5K shares

$0 · 11K shares

$0 · 16K shares

$0 · 21K shares

$0 · 4K shares

$0 · 6K shares

$0 · 11K shares

$0 · 21K shares

$0 · 8K shares

$0 · 13K shares

$0 · 25K shares

$0 · 13K shares

$0 · 33K shares

$0 · 3K shares

$0 · 3K shares

$0 · 8K shares

$0 · 5K shares

$0 · 11K shares

$0 · 19K shares

Closed Positions (83)

CETY

$394.4M · 1.4M shares

AAPL

$391.3M · 1.5M shares

$66.6M · 195K shares

$47.8M · 196K shares

$46.1M · 164K shares

$39.2M · 193K shares

$33.5M · 398K shares

$30.4M · 131K shares

$18.0M · 74K shares

$11.4M · 116K shares

$11.1M · 227K shares

$9.6M · 381K shares

$6.2M · 32K shares

$5.3M · 108K shares

$5.0M · 84K shares

$4.1M · 64K shares

$2.0M · 33K shares

$1.4M · 54K shares

$1.4M · 14K shares

$1.3M · 15K shares

$1.2M · 11K shares

$1.1M · 7K shares

$1.1M · 21K shares

$929K · 75K shares

$914K · 7K shares

$907K · 11K shares

$896K · 9K shares

$830K · 52K shares

$823K · 8K shares

$789K · 66K shares

$782K · 8K shares

$744K · 25K shares

$726K · 22K shares

$713K · 92K shares

$688K · 33K shares

$627K · 8K shares

$571K · 23K shares

$557K · 23K shares

$540K · 29K shares

$535K · 23K shares

$527K · 19K shares

$502K · 43K shares

$400K · 18K shares

$398K · 11K shares

$368K · 3K shares

$367K · 8K shares

$360K · 15K shares

$356K · 14K shares

$354K · 3K shares

$344K · 8K shares

$340K · 3K shares

$334K · 5K shares

$318K · 12K shares

$296K · 10K shares

$293K · 891 shares

$282K · 3K shares

$278K · 11K shares

$276K · 2K shares

$257K · 6K shares

$253K · 5K shares

$250K · 5K shares

$244K · 624 shares

$226K · 5K shares

$225K · 12K shares

$225K · 5K shares

$223K · 4K shares

$222K · 553 shares

$221K · 2K shares

$217K · 1K shares

$217K · 4K shares

$206K · 2K shares

$200K · 722 shares

METALPHA TECHN HOLDING LTD

$179K · 49K shares

HBAN

$174K · 10K shares

$167K · 13K shares

$143K · 215K shares

$142K · 15K shares

$116K · 13K shares

$86K · 10K shares

$72K · 10K shares

$33K · 44K shares

$21K · 12K shares

$2K · 2K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	779	$8.9B	65.3%
Technology	152	$1.9B	13.7%
Unknown	81	$555.0M	4.1%
Industrials	89	$539.0M	4.0%
Healthcare	65	$381.0M	2.8%
Consumer Cyclical	60	$363.0M	2.7%
Communication Services	25	$358.0M	2.6%
Energy	58	$280.0M	2.1%
Consumer Defensive	39	$228.0M	1.7%
Basic Materials	43	$73.0M	0.5%
Utilities	30	$47.0M	0.3%
Real Estate	39	$31.0M	0.2%