Beacon Pointe Advisors, LLC
CIK: 1744317SEC EDGAR →
Portfolio Value
$9.7T
Holdings
1,868
As of
Q2 2026
New Positions
1,868
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 5,066,216 | $361.0B | 3.73% |
| 2 | VANGUARD INDEX FDS | 3,787,752 | $326.3B | 3.37% |
| 3 | DIMENSIONAL ETF TRUST | 5,886,102 | $261.1B | 2.70% |
| 4 | VANGUARD INDEX FDS | 3,154,240 | $254.1B | 2.62% |
| 5 | SCHWAB STRATEGIC TR | 7,813,084 | $229.9B | 2.37% |
| 6 | SCHWAB STRATEGIC TR | 6,744,828 | $228.2B | 2.36% |
| 7 | VANGUARD BD INDEX FDS | 3,009,938 | $221.0B | 2.28% |
| 8 | DIMENSIONAL ETF TRUST | 3,897,346 | $164.5B | 1.70% |
| 9 | DIMENSIONAL ETF TRUST | 2,939,806 | $152.0B | 1.57% |
| 10 | ISHARES TR | 1,529,585 | $151.4B | 1.56% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 984 | $8.3T | 86.1% |
| Unknown | 137 | $306.2B | 3.2% |
| Energy | 68 | $228.8B | 2.4% |
| Technology | 193 | $207.6B | 2.1% |
| Consumer Defensive | 41 | $134.0B | 1.4% |
| Healthcare | 86 | $106.7B | 1.1% |
| Communication Services | 25 | $86.5B | 0.9% |
| Industrials | 110 | $62.3B | 0.6% |
| Consumer Cyclical | 80 | $61.3B | 0.6% |
| Basic Materials | 51 | $53.2B | 0.5% |
| Utilities | 42 | $53.0B | 0.5% |
| Real Estate | 51 | $46.7B | 0.5% |