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
$84B
$2.38 Million 0.02% of portfolio
12,380
Q3 2025 Reduced 38.83%
$79.6B
$2.53 Million 0.02% of portfolio
20,413
Q3 2025 Reduced 25.93%
$118B
$2.17 Million 0.02% of portfolio
8,837
Q3 2025 Reduced 16.1%
$89.3B
$1.77 Million 0.02% of portfolio
16,212
Q3 2025 Added 19.35%
$20.5B
$1.97 Million 0.02% of portfolio
25,691
Q3 2025 Added 12.65%
$16.2B
$2.13 Million 0.02% of portfolio
64,781
Q3 2025 New
$64.7B
$1.81 Million 0.02% of portfolio
19,231
Q3 2025 Added 19.56%
$45.2B
$2.2 Million 0.02% of portfolio
36,797
Q3 2025 Reduced 12.87%
$1.03B
$2.63 Million 0.02% of portfolio
85,985
Q3 2025 Reduced 31.87%
$53.8B
$2.15 Million 0.02% of portfolio
9,132
Q3 2025 Reduced 20.99%
$120B
$2.77 Million 0.02% of portfolio
88,016
Q3 2025 Added 28.01%
$36B
$2.07 Million 0.02% of portfolio
20,607
Q3 2025 Added 21.39%
$9.78B
$2.37 Million 0.02% of portfolio
52,810
Q3 2025 Reduced 8.2%
$69.4B
$2.61 Million 0.02% of portfolio
31,839
Q3 2025 Reduced 48.25%
$0
$2.65 Million 0.02% of portfolio
186,014
Q3 2025 Added 39.47%
$0
$2.38 Million 0.02% of portfolio
112,600
Q3 2025 Added 2.36%
$22B
$1.78 Million 0.02% of portfolio
32,621
Q3 2025 Reduced 0.68%
$22.5B
$2.15 Million 0.02% of portfolio
33,144
Q3 2025 Added 0.64%
$23.2B
$2.82 Million 0.02% of portfolio
57,496
Q3 2025 Reduced 19.46%
$68.9B
$2.35 Million 0.02% of portfolio
9,960
Q3 2025 Reduced 45.07%
$52.1B
$2.78 Million 0.02% of portfolio
232,738
Q3 2025 Added 46.52%
$94.5B
$2.3 Million 0.02% of portfolio
6,731
Q3 2025 Added 16.78%
$100B
$2.41 Million 0.02% of portfolio
39,455
Q3 2025 Reduced 7.16%
$51.1B
$1.97 Million 0.02% of portfolio
21,923
Q3 2025 Reduced 40.34%
$5.71B
$2.42 Million 0.02% of portfolio
5,529
Q3 2025 Reduced 0.07%
$1.47B
$1.91 Million 0.02% of portfolio
55,139
Q3 2025 Reduced 18.87%
$4.77B
$2.44 Million 0.02% of portfolio
57,681
Q3 2025 Added 13.08%
$791M
$1.79 Million 0.02% of portfolio
132,581
Q3 2025 Added 2.58%
$26.1B
$2.14 Million 0.02% of portfolio
11,349
Q3 2025 Added 592.43%
$6.99B
$1.9 Million 0.02% of portfolio
47,223
Q3 2025 Reduced 27.27%
$268B
$2.65 Million 0.02% of portfolio
15,810
Q3 2025 Reduced 19.4%
$87.8B
$2.17 Million 0.02% of portfolio
4,549
Q3 2025 Added 103.08%
$23.4B
$1.8 Million 0.02% of portfolio
224
Q3 2025 Added 700.0%
$8.96B
$2.45 Million 0.02% of portfolio
65,609
Q3 2025 Added 13.71%
$37B
$2.11 Million 0.02% of portfolio
23,063
Q3 2025 Added 8.31%
$3.84B
$1.83 Million 0.02% of portfolio
6,037
Q2 2025 Added 0.07%
$132B
$2.59 Million 0.02% of portfolio
10,476
Q3 2025 Added 5.51%
$114B
$1.78 Million 0.02% of portfolio
15,534
Q3 2025 Reduced 19.65%
$48.1B
$2.65 Million 0.02% of portfolio
9,185
Q3 2025 Reduced 9.14%
$41.3B
$1.72 Million 0.02% of portfolio
20,586
Q3 2025 Reduced 10.03%
$35.1B
$2.72 Million 0.02% of portfolio
44,800
Q3 2025 Reduced 17.85%
$47.7B
$2.07 Million 0.02% of portfolio
4,152
Q3 2025 Reduced 72.36%
$53.3B
$1.72 Million 0.02% of portfolio
7,278
Q3 2025 Added 3.38%
$270B
$1.81 Million 0.02% of portfolio
25,276
Q3 2025 Reduced 28.69%
$86.1B
$2.14 Million 0.02% of portfolio
6,179
Q3 2025 Reduced 7.75%
$123B
$1.89 Million 0.02% of portfolio
2,705
Q3 2025 Added 188.38%
$173B
$2.26 Million 0.02% of portfolio
32,883
Q3 2025 Reduced 18.9%
$96.9B
$2.01 Million 0.02% of portfolio
4,770
Q3 2025 Reduced 35.36%
$35B
$1.93 Million 0.02% of portfolio
16,855
Q3 2025 Added 26.78%

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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