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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$691,000 0.01% of portfolio
2,586
Q3 2025 Reduced 33.52%
$52.4B
$1.24 Million 0.01% of portfolio
35,935
Q3 2025 Reduced 7.49%
$0
$642,000 0.01% of portfolio
20,011
Q3 2025 Added 28.58%
$0
$1.43 Million 0.01% of portfolio
39,561
Q3 2025 Reduced 7.31%
$0
$851,000 0.01% of portfolio
27,334
Q3 2025 Added 6.64%
$0
$839,000 0.01% of portfolio
18,452
Q3 2025 Reduced 8.87%
$0
$599,000 0.01% of portfolio
23,860
Q3 2025 Added 21.12%
$0
$1.02 Million 0.01% of portfolio
31,800
Q3 2025 New
$0
$760,000 0.01% of portfolio
10,003
Q3 2025 Reduced 3.97%
$28.9B
$1.02 Million 0.01% of portfolio
11,315
Q3 2025 Reduced 4.06%
$0
$1.15 Million 0.01% of portfolio
50,519
Q3 2025 Added 1.83%
$22.2B
$584,000 0.01% of portfolio
22,118
Q3 2025 Reduced 79.49%
$36B
$887,000 0.01% of portfolio
30,830
Q3 2025 Added 35.99%
$1.91B
$829,000 0.01% of portfolio
51,598
Q3 2025 Added 380.52%
$0
$1.36 Million 0.01% of portfolio
29,713
Q3 2025 Reduced 52.74%
$0
$655,000 0.01% of portfolio
20,299
Q3 2025 Reduced 0.5%
$0
$728,000 0.01% of portfolio
7,956
Q3 2025 Added 39.55%
$0
$905,000 0.01% of portfolio
9,604
Q3 2025 Added 41.71%
$0
$818,000 0.01% of portfolio
9,232
Q3 2025 Added 186.35%
$0
$1.06 Million 0.01% of portfolio
78,715
Q3 2025 New
$9.71B
$1.05 Million 0.01% of portfolio
14,087
Q3 2025 Reduced 10.2%
$1.95B
$1.24 Million 0.01% of portfolio
17,662
Q3 2025 New
$1.87B
$1.47 Million 0.01% of portfolio
4,566
Q3 2025 Reduced 12.55%
$3.67B
$740,000 0.01% of portfolio
35,726
Q3 2025 New
$59.7B
$1.2 Million 0.01% of portfolio
2,424
Q3 2025 Added 70.22%
$37.9B
$1.34 Million 0.01% of portfolio
16,300
Q3 2025 Reduced 23.08%
$4.28B
$1.29 Million 0.01% of portfolio
15,230
Q3 2025 Reduced 19.1%
$18.6B
$906,000 0.01% of portfolio
18,502
Q3 2025 Added 8.33%
$269B
$1.37 Million 0.01% of portfolio
5,720
Q3 2025 Added 37.17%
$11.6B
$633,000 0.01% of portfolio
17,349
Q3 2025 New
$148B
$942,000 0.01% of portfolio
11,793
Q3 2025 Added 109.99%
$72.7B
$706,000 0.01% of portfolio
536
Q3 2025 Reduced 30.84%
$517M
$1.05 Million 0.01% of portfolio
67,838
Q3 2025 Added 29.46%
$1.78B
$1.2 Million 0.01% of portfolio
12,155
Q3 2025 New
$21.7B
$1.44 Million 0.01% of portfolio
14,388
Q3 2025 Added 652.9%
$31.1B
$1.13 Million 0.01% of portfolio
11,681
Q3 2025 Reduced 50.59%
$55.9B
$1.26 Million 0.01% of portfolio
1,325
Q3 2025 Added 21.34%
$21.2B
$921,000 0.01% of portfolio
2,199
Q3 2025 New
$0
$583,000 0.01% of portfolio
23,898
Q3 2025 Added 59.52%
$0
$731,000 0.01% of portfolio
3,666
Q3 2025 Added 44.44%
$0
$1.13 Million 0.01% of portfolio
14,117
Q3 2025 Reduced 45.03%
$0
$1.05 Million 0.01% of portfolio
2,654
Q3 2025 New
$0
$1.29 Million 0.01% of portfolio
10,232
Q3 2025 Reduced 26.47%
$31.2B
$612,000 0.01% of portfolio
8,748
Q3 2025 Reduced 16.04%
$32.7B
$811,000 0.01% of portfolio
9,362
Q3 2025 Added 12.13%
$72.7B
$745,000 0.01% of portfolio
3,805
Q3 2025 Reduced 2.64%
$11.4B
$799,000 0.01% of portfolio
1,977
Q3 2025 Reduced 15.33%
$89.8B
$1.52 Million 0.01% of portfolio
8,537
Q3 2025 Reduced 14.5%
$15B
$1.37 Million 0.01% of portfolio
34,900
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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