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
$20.5B
$1.97 Million 0.02% of portfolio
25,691
Q3 2025 Added 12.65%
$16.2B
$2.13 Million 0.02% of portfolio
64,781
Q3 2025 New
$65.2B
$1.81 Million 0.02% of portfolio
19,231
Q3 2025 Added 19.56%
$45.2B
$2.2 Million 0.02% of portfolio
36,797
Q3 2025 Reduced 12.87%
$1.03B
$2.63 Million 0.02% of portfolio
85,985
Q3 2025 Reduced 31.87%
$53.8B
$2.15 Million 0.02% of portfolio
9,132
Q3 2025 Reduced 20.99%
$121B
$2.77 Million 0.02% of portfolio
88,016
Q3 2025 Added 28.01%
$36B
$2.07 Million 0.02% of portfolio
20,607
Q3 2025 Added 21.39%
$9.78B
$2.37 Million 0.02% of portfolio
52,810
Q3 2025 Reduced 8.2%
$69.4B
$2.61 Million 0.02% of portfolio
31,839
Q3 2025 Reduced 48.25%
$0
$2.65 Million 0.02% of portfolio
186,014
Q3 2025 Added 39.47%
$0
$2.38 Million 0.02% of portfolio
112,600
Q3 2025 Added 2.36%
$78.2B
$1.71 Million 0.02% of portfolio
5,301
Q3 2025 Added 33.69%
$22B
$1.78 Million 0.02% of portfolio
32,621
Q3 2025 Reduced 0.68%
$22.5B
$2.15 Million 0.02% of portfolio
33,144
Q3 2025 Added 0.64%
$23.2B
$2.82 Million 0.02% of portfolio
57,496
Q3 2025 Reduced 19.46%
$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%
$0
$2.46 Million 0.02% of portfolio
49,902
Q3 2025 Reduced 16.73%
$0
$1.99 Million 0.02% of portfolio
14,118
Q3 2025 Added 55.13%
$52.1B
$2.78 Million 0.02% of portfolio
232,738
Q3 2025 Added 46.52%
$94.5B
$2.3 Million 0.02% of portfolio
6,731
Q3 2025 Added 16.78%
$100B
$2.41 Million 0.02% of portfolio
39,455
Q3 2025 Reduced 7.16%
$0
$2.44 Million 0.02% of portfolio
50,476
Q3 2025 Reduced 14.83%
$51.1B
$1.97 Million 0.02% of portfolio
21,923
Q3 2025 Reduced 40.34%
$5.71B
$2.42 Million 0.02% of portfolio
5,529
Q3 2025 Reduced 0.07%
$1.47B
$1.91 Million 0.02% of portfolio
55,139
Q3 2025 Reduced 18.87%
$0
$1.97 Million 0.02% of portfolio
59,881
Q3 2025 Added 9.28%
$0
$1.96 Million 0.02% of portfolio
40,395
Q3 2025 Added 23.36%
$0
$2.45 Million 0.02% of portfolio
20,245
Q3 2025 Reduced 26.05%
$0
$1.94 Million 0.02% of portfolio
92,635
Q3 2025 Added 627.58%
$0
$1.82 Million 0.02% of portfolio
14,500
Q3 2025 Added 0.87%
$0
$1.81 Million 0.02% of portfolio
15,790
Q3 2025 Added 16.34%
$0
$2.1 Million 0.02% of portfolio
28,516
Q3 2025 New
$0
$1.86 Million 0.02% of portfolio
25,440
Q3 2025 Added 143.94%
$0
$2.36 Million 0.02% of portfolio
41,640
Q3 2025 Reduced 12.4%
$0
$2.44 Million 0.02% of portfolio
29,433
Q3 2025 Reduced 24.39%
$0
$2.68 Million 0.02% of portfolio
59,512
Q3 2025 Added 246.71%
$0
$1.86 Million 0.02% of portfolio
32,375
Q3 2025 New
$0
$1.78 Million 0.02% of portfolio
115,067
Q3 2025 Added 6.51%
$0
$2.8 Million 0.02% of portfolio
131,838
Q3 2025 Added 3.37%
$0
$2.51 Million 0.02% of portfolio
30,916
Q3 2025 Reduced 38.74%
$0
$2.49 Million 0.02% of portfolio
67,996
Q3 2025 Added 6.0%
$0
$2.57 Million 0.02% of portfolio
26,974
Q3 2025 New
$0
$1.74 Million 0.02% of portfolio
12,430
Q3 2025 Added 11.98%
$0
$2.56 Million 0.02% of portfolio
13,070
Q3 2025 Added 607.63%
$0
$1.7 Million 0.02% of portfolio
35,807
Q3 2025 Added 24.83%

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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