Beacon Pointe Advisors, LLC Portfolio Holdings

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

Beacon Pointe Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $11.3 Billion distributed in 1378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $391M, Nvidia Corp with a value of $337M, Microsoft Corp with a value of $328M, Vanguard Index Fds S&P 500 ETF with a value of $317M, and Ishares Core S&P 500 ETF with a value of $261M.

Examining the 13F form we can see an increase of $1.95B in the current position value, from $9.37B to 11.3B.

Beacon Pointe Advisors, LLC is based out at Newport Beach, CA

Below you can find more details about Beacon Pointe Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $11.3 Billion
ETFs: $6.39 Billion
Technology: $1.71 Billion
Financial Services: $726 Million
Industrials: $559 Million
Consumer Cyclical: $392 Million
Healthcare: $353 Million
Communication Services: $334 Million
Consumer Defensive: $298 Million
Other: $502 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.3B
$9.48 Million 0.08% of portfolio
204,253
Q3 2025 Reduced 0.57%
$86.7B
$9.04 Million 0.08% of portfolio
14,831
Q3 2025 Added 106.85%
$41.4B
$9.54 Million 0.08% of portfolio
106,389
Q3 2025 Added 11.95%
$222B
$9.47 Million 0.08% of portfolio
19,527
Q3 2025 Reduced 41.47%
$47.1B
$9.28 Million 0.08% of portfolio
83,002
Q3 2025 Reduced 2.59%
$99.5B
$7.85 Million 0.07% of portfolio
174,030
Q3 2025 Reduced 12.62%
$3.48B
$8.05 Million 0.07% of portfolio
232,100
Q3 2025 Added 22.67%
$26.1B
$7.66 Million 0.07% of portfolio
48,446
Q3 2025 Added 22.61%
$190B
$8.26 Million 0.07% of portfolio
81,332
Q3 2025 Added 14.28%
$19.9B
$8.2 Million 0.07% of portfolio
16,972
Q3 2025 Added 5.55%
$2.2B
$8.03 Million 0.07% of portfolio
79,173
Q3 2025 Added 30.06%
$144B
$7.39 Million 0.07% of portfolio
16,154
Q3 2025 Reduced 9.52%
$23.5B
$8.39 Million 0.07% of portfolio
88,957
Q3 2025 Added 16.55%
$37.2B
$7.84 Million 0.07% of portfolio
31,860
Q3 2025 Added 20.08%
$30.4B
$8.04 Million 0.07% of portfolio
308,787
Q3 2025 Added 8.96%
$20.9B
$8.08 Million 0.07% of portfolio
45,399
Q3 2025 Added 2,830.86%
$283B
$8.18 Million 0.07% of portfolio
63,781
Q3 2025 Added 4.38%
$12.7B
$7.57 Million 0.07% of portfolio
82,526
Q3 2025 Added 10.07%
$172B
$8.2 Million 0.07% of portfolio
186,591
Q3 2025 Added 17.32%
$85.9B
$8.25 Million 0.07% of portfolio
37,343
Q3 2025 Added 46.01%
$83.6B
$6.83 Million 0.06% of portfolio
52,417
Q3 2025 Added 0.43%
$4.41B
$6.58 Million 0.06% of portfolio
252,240
Q3 2025 Added 21.12%
$74.3B
$6.87 Million 0.06% of portfolio
12,211
Q3 2025 Reduced 37.27%
$1.15B
$6.8 Million 0.06% of portfolio
85,584
Q3 2025 Reduced 56.31%
$98.6B
$7.04 Million 0.06% of portfolio
74,291
Q3 2025 Reduced 16.2%
$29.2B
$7.02 Million 0.06% of portfolio
215,141
Q3 2025 Added 24.37%
$152B
$5.41 Million 0.05% of portfolio
21,923
Q3 2025 Reduced 22.83%
$151B
$5.27 Million 0.05% of portfolio
14,938
Q3 2025 Reduced 12.13%
$98.1B
$5.95 Million 0.05% of portfolio
34,803
Q3 2025 Reduced 32.72%
$143B
$5.21 Million 0.05% of portfolio
155,403
Q3 2025 Reduced 28.17%
$8.02B
$6.06 Million 0.05% of portfolio
59,845
Q3 2025 Reduced 4.66%
$14.8B
$5.3 Million 0.05% of portfolio
108,063
Q3 2025 Added 26.25%
$12.2B
$5.8 Million 0.05% of portfolio
28,909
Q3 2025 Added 2.84%
$3.45B
$5.22 Million 0.05% of portfolio
296,517
Q3 2025 Added 8.71%
$59.8B
$5.37 Million 0.05% of portfolio
28,628
Q3 2025 Reduced 9.04%
$97.3B
$5.53 Million 0.05% of portfolio
65,400
Q3 2025 Reduced 25.56%
$1.46T
$5.77 Million 0.05% of portfolio
20,643
Q3 2025 Added 16.46%
$67.3B
$6.12 Million 0.05% of portfolio
21,903
Q3 2025 Added 15.95%
$136B
$5.39 Million 0.05% of portfolio
22,792
Q3 2025 Reduced 42.29%
$33.9B
$5.39 Million 0.05% of portfolio
21,416
Q3 2025 Reduced 0.63%
$111B
$5.2 Million 0.05% of portfolio
13,284
Q3 2025 Reduced 17.13%
$12.2B
$6.16 Million 0.05% of portfolio
31,532
Q3 2025 Added 16.97%
$42.8B
$6.18 Million 0.05% of portfolio
20,631
Q3 2025 Added 10.61%
$197B
$4.09 Million 0.04% of portfolio
19,962
Q3 2025 Added 48.77%
$163B
$4.58 Million 0.04% of portfolio
6,377
Q3 2025 Reduced 8.9%
$573M
$4.26 Million 0.04% of portfolio
195,018
Q3 2025 Reduced 13.79%
$59.6B
$4.57 Million 0.04% of portfolio
21,301
Q3 2025 Added 7.3%
$40.3B
$4.41 Million 0.04% of portfolio
13,075
Q3 2025 Added 197.43%
$88.8M
$3.97 Million 0.04% of portfolio
1,568,203
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,378
  • Current Value $11.3 Billion
  • Prior Value $9.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 251 stocks
  • Additional Purchases 546 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 510 stocks
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