Institutions / Beacon Pointe Advisors, LLC

Beacon Pointe Advisors, LLC

CIK 1744317 · Institution · as of Dec 31, 2025

Portfolio value

$14.23B

Positions

1,460

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 1,460 →

Company	Class	Value	Shares	% of portfolio
Apple Inc.	—	$454.56M	1,672,021	3.2%
Vanguard Index Fds	—	$367.13M	585,411	2.6%
NVIDIA Corp	—	$361.86M	1,940,282	2.5%
Microsoft Corp	—	$326.76M	675,655	2.3%
iShares Tr	—	$284.64M	415,572	2.0%
Vanguard Index Fds	—	$254.69M	522,057	1.8%
Vanguard Index Fds	—	$249.10M	742,991	1.8%
Dimensional ETF Trust	—	$236.59M	5,975,927	1.7%
Lennox International Inc	—	$202.95M	417,964	1.4%
Vanguard Index Fds	—	$189.84M	993,992	1.3%
Vanguard Tax-Managed Fds	—	$189.74M	3,037,258	1.3%
Schwab Strategic Tr	—	$173.89M	6,461,827	1.2%
Vanguard Index Fds	—	$160.83M	554,178	1.1%
SPDR S&P 500 ETF Tr	—	$152.80M	224,073	1.1%
Amazon.com Inc	—	$150.07M	650,162	1.1%
Dimensional ETF Trust	—	$146.39M	3,439,520	1.0%
Alphabet Inc.	—	$145.24M	464,025	1.0%
iShares Tr	—	$140.69M	297,250	1.0%
Vanguard Bd Index Fds	—	$127.95M	1,727,380	0.9%
Dimensional ETF Trust	—	$124.88M	2,668,454	0.9%
American Centy ETF Tr	—	$124.46M	1,113,464	0.9%
Schwab Strategic Tr	—	$118.72M	3,639,546	0.8%
Invesco Qqq Tr	—	$116.88M	190,262	0.8%
Vanguard Charlotte Fds	—	$111.57M	2,308,892	0.8%
JPMorgan Chase & Co	—	$110.73M	343,656	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.