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 Market Cap. of $200 Billions or more
