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
$84.9B
$668,000 0.01% of portfolio
3,968
Q3 2025 Added 15.58%
$1.16B
$848,000 0.01% of portfolio
36,553
Q3 2025 Added 23.78%
$193B
$1.68 Million 0.01% of portfolio
3,760
Q3 2025 Reduced 39.21%
$26.6B
$918,000 0.01% of portfolio
9,013
Q3 2025 Added 15.36%
$81.8B
$1.11 Million 0.01% of portfolio
10,105
Q3 2025 Added 67.36%
$28.3B
$906,000 0.01% of portfolio
11,053
Q3 2025 Reduced 1.57%
$32B
$887,000 0.01% of portfolio
5,074
Q3 2025 New
$33.1B
$1.09 Million 0.01% of portfolio
44,031
Q3 2025 Reduced 14.97%
$8.94B
$1.22 Million 0.01% of portfolio
2,876
Q3 2025 Added 25.53%
$103B
$1.64 Million 0.01% of portfolio
12,612
Q3 2025 Added 23.48%
$47.8B
$744,000 0.01% of portfolio
11,050
Q3 2025 Reduced 19.52%
$5.83B
$743,000 0.01% of portfolio
24,770
Q3 2025 New
$11.3B
$977,000 0.01% of portfolio
7,981
Q3 2025 Reduced 8.86%
$50B
$1.05 Million 0.01% of portfolio
19,593
Q3 2025 Added 14.89%
$19.9B
$1.61 Million 0.01% of portfolio
18,221
Q3 2025 Added 15.78%
$24.9B
$1.37 Million 0.01% of portfolio
13,670
Q3 2025 Reduced 0.17%
$5.65B
$665,000 0.01% of portfolio
7,733
Q3 2025 New
$99.7B
$1.62 Million 0.01% of portfolio
8,403
Q3 2025 Added 33.13%
$27.9B
$1.11 Million 0.01% of portfolio
581
Q3 2025 Reduced 72.33%
$16.4B
$969,000 0.01% of portfolio
14,485
Q3 2025 Reduced 19.04%
$18.4B
$1.36 Million 0.01% of portfolio
2,637
Q3 2025 Reduced 67.48%
$128B
$1.58 Million 0.01% of portfolio
16,623
Q3 2025 Reduced 5.47%
$103B
$1.37 Million 0.01% of portfolio
586
Q3 2025 Added 68.39%
$62.7B
$878,000 0.01% of portfolio
10,664
Q3 2025 Reduced 25.86%
$0
$904,000 0.01% of portfolio
64,024
Q3 2025 New
$45.2B
$749,000 0.01% of portfolio
1,321
Q3 2025 Added 46.94%
$10.6B
$601,000 0.01% of portfolio
10,483
Q3 2025 New
$273M
$1.43 Million 0.01% of portfolio
682,425
Q3 2025 New
$7.3B
$582,000 0.01% of portfolio
13,691
Q3 2025 Reduced 18.52%
$1.49B
$929,000 0.01% of portfolio
75,000
Q3 2025 New
$6.17B
$870,000 0.01% of portfolio
65,704
Q3 2025 New
$109B
$1.41 Million 0.01% of portfolio
25,378
Q3 2025 Reduced 39.14%
$38B
$1.49 Million 0.01% of portfolio
11,036
Q3 2025 Reduced 10.66%
$1.06B
$597,000 0.01% of portfolio
161,600
Q3 2025 Reduced 23.76%
$51.8B
$729,000 0.01% of portfolio
3,203
Q3 2025 Reduced 4.07%
$39.8B
$1.23 Million 0.01% of portfolio
26,078
Q3 2025 Added 6.83%
$6.2B
$767,000 0.01% of portfolio
7,116
Q3 2025 Added 6.4%
$33.2B
$974,000 0.01% of portfolio
9,910
Q3 2025 Added 20.74%
$40.4B
$946,000 0.01% of portfolio
7,466
Q3 2025 Reduced 0.98%
$9.97B
$942,000 0.01% of portfolio
4,530
Q3 2025 Added 25.52%
$953M
$823,000 0.01% of portfolio
45,123
Q3 2025 Reduced 67.44%
$11.8B
$906,000 0.01% of portfolio
53,133
Q3 2025 Reduced 17.94%
$22.8B
$1.55 Million 0.01% of portfolio
14,752
Q3 2025 Added 0.05%
$27.1B
$590,000 0.01% of portfolio
15,892
Q3 2025 Added 33.08%
$39.9B
$571,000 0.01% of portfolio
5,513
Q3 2025 Reduced 30.44%
$27B
$1 Million 0.01% of portfolio
7,597
Q3 2025 Reduced 3.24%
$25.3B
$832,000 0.01% of portfolio
9,933
Q3 2025 Reduced 24.6%
$1.5B
$1.04 Million 0.01% of portfolio
79,378
Q3 2025 New
$61.4B
$850,000 0.01% of portfolio
2,052
Q3 2025 Added 29.55%

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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