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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.37 Million 0.04% of portfolio
31,371
Q3 2025 Reduced 17.89%
$0
$4.6 Million 0.04% of portfolio
7,712
Q3 2025 Reduced 12.75%
$0
$4.58 Million 0.04% of portfolio
183,723
Q3 2025 Added 20.0%
$0
$4.77 Million 0.04% of portfolio
59,122
Q3 2025 Added 136.24%
$0
$4.74 Million 0.04% of portfolio
82,958
Q3 2025 Reduced 54.2%
$0
$4.56 Million 0.04% of portfolio
155,682
Q3 2025 New
$0
$4.8 Million 0.04% of portfolio
94,330
Q3 2025 Added 56.44%
$0
$4.43 Million 0.04% of portfolio
44,782
Q3 2025 New
$0
$4.54 Million 0.04% of portfolio
52,918
Q3 2025 Added 7.12%
$0
$4.09 Million 0.04% of portfolio
9,385
Q3 2025 Reduced 3.26%
$0
$4.68 Million 0.04% of portfolio
55,265
Q3 2025 Added 9.51%
$0
$4.22 Million 0.04% of portfolio
91,831
Q3 2025 Added 499.58%
$11.9B
$5.02 Million 0.04% of portfolio
65,633
Q3 2025 Added 96.48%
$0
$3.45 Million 0.03% of portfolio
38,738
Q3 2025 Added 622.32%
$0
$3.51 Million 0.03% of portfolio
126,436
Q3 2025 Added 80.5%
$0
$3.1 Million 0.03% of portfolio
70,678
Q3 2025 Reduced 20.81%
$0
$3.14 Million 0.03% of portfolio
19,057
Q3 2025 Reduced 9.36%
$0
$3.32 Million 0.03% of portfolio
28,901
Q3 2025 Added 15.86%
$0
$3.12 Million 0.03% of portfolio
140,770
Q3 2025 Reduced 2.09%
$0
$3.57 Million 0.03% of portfolio
139,114
Q3 2025 Added 184.73%
$0
$3.22 Million 0.03% of portfolio
126,182
Q3 2025 Added 314.94%
$0
$3.19 Million 0.03% of portfolio
124,435
Q3 2025 Added 430.32%
$0
$3.91 Million 0.03% of portfolio
14,421
Q3 2025 Reduced 16.75%
$0
$3.25 Million 0.03% of portfolio
60,858
Q3 2025 Reduced 27.63%
$0
$2.92 Million 0.03% of portfolio
67,873
Q3 2025 Added 11.74%
$0
$3.66 Million 0.03% of portfolio
72,380
Q3 2025 Reduced 43.6%
$0
$3.66 Million 0.03% of portfolio
72,138
Q3 2025 Reduced 2.58%
$0
$2.93 Million 0.03% of portfolio
80,346
Q3 2025 New
$0
$2.96 Million 0.03% of portfolio
70,110
Q3 2025 Reduced 38.61%
$0
$3.93 Million 0.03% of portfolio
72,596
Q3 2025 Reduced 21.04%
$0
$3.84 Million 0.03% of portfolio
89,399
Q3 2025 Added 10.84%
$0
$2.96 Million 0.03% of portfolio
112,494
Q3 2025 Added 34.75%
$0
$3.32 Million 0.03% of portfolio
136,100
Q3 2025 Added 11.24%
$0
$3 Million 0.03% of portfolio
12,502
Q3 2025 Added 15.53%
$0
$3.62 Million 0.03% of portfolio
40,378
Q3 2025 Reduced 15.44%
$0
$3.63 Million 0.03% of portfolio
52,221
Q3 2025 Reduced 27.06%
$0
$3.22 Million 0.03% of portfolio
58,161
Q3 2025 Added 991.2%
$0
$3.02 Million 0.03% of portfolio
30,121
Q3 2025 Added 45.55%
$0
$2.99 Million 0.03% of portfolio
32,133
Q3 2025 New
$0
$3.04 Million 0.03% of portfolio
73,204
Q3 2025 Reduced 4.97%
$0
$3.01 Million 0.03% of portfolio
74,296
Q3 2025 New
$0
$3.38 Million 0.03% of portfolio
8,398
Q3 2025 Reduced 89.58%
$0
$3.34 Million 0.03% of portfolio
63,911
Q3 2025 Added 18.78%
$0
$2.62 Million 0.02% of portfolio
45,648
Q3 2025 Reduced 8.1%
$0
$2.05 Million 0.02% of portfolio
46,122
Q3 2025 New
$0
$2.4 Million 0.02% of portfolio
92,754
Q3 2025 New
$0
$1.85 Million 0.02% of portfolio
19,790
Q3 2025 Added 12.16%
$0
$2.04 Million 0.02% of portfolio
7,307
Q3 2025 Reduced 0.85%
$0
$2.65 Million 0.02% of portfolio
44,278
Q3 2025 Reduced 4.8%

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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