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
$4.77B
$2.44 Million 0.02% of portfolio
57,681
Q3 2025 Added 13.08%
$791M
$1.79 Million 0.02% of portfolio
132,581
Q3 2025 Added 2.58%
$26.1B
$2.14 Million 0.02% of portfolio
11,349
Q3 2025 Added 592.43%
$6.99B
$1.9 Million 0.02% of portfolio
47,223
Q3 2025 Reduced 27.27%
$268B
$2.65 Million 0.02% of portfolio
15,810
Q3 2025 Reduced 19.4%
$87.8B
$2.17 Million 0.02% of portfolio
4,549
Q3 2025 Added 103.08%
$0
$2 Million 0.02% of portfolio
41,099
Q3 2025 Added 9.0%
$23.4B
$1.8 Million 0.02% of portfolio
224
Q3 2025 Added 700.0%
$8.96B
$2.45 Million 0.02% of portfolio
65,609
Q3 2025 Added 13.71%
$37B
$2.11 Million 0.02% of portfolio
23,063
Q3 2025 Added 8.31%
$3.84B
$1.83 Million 0.02% of portfolio
6,037
Q2 2025 Added 0.07%
$132B
$2.59 Million 0.02% of portfolio
10,476
Q3 2025 Added 5.51%
$113B
$1.78 Million 0.02% of portfolio
15,534
Q3 2025 Reduced 19.65%
$48.1B
$2.65 Million 0.02% of portfolio
9,185
Q3 2025 Reduced 9.14%
$41.3B
$1.72 Million 0.02% of portfolio
20,586
Q3 2025 Reduced 10.03%
$35.1B
$2.72 Million 0.02% of portfolio
44,800
Q3 2025 Reduced 17.85%
$53.3B
$1.72 Million 0.02% of portfolio
7,278
Q3 2025 Added 3.38%
$0
$2.1 Million 0.02% of portfolio
17,706
Q3 2025 Reduced 22.84%
$270B
$1.81 Million 0.02% of portfolio
25,276
Q3 2025 Reduced 28.69%
$86.1B
$2.14 Million 0.02% of portfolio
6,179
Q3 2025 Reduced 7.75%
$0
$2.67 Million 0.02% of portfolio
19,213
Q3 2025 Reduced 24.59%
$0
$2.13 Million 0.02% of portfolio
43,139
Q3 2025 Added 10.43%
$0
$2.71 Million 0.02% of portfolio
40,213
Q3 2025 Added 8.84%
$0
$2.39 Million 0.02% of portfolio
52,463
Q3 2025 Reduced 3.71%
$123B
$1.89 Million 0.02% of portfolio
2,705
Q3 2025 Added 188.38%
$173B
$2.26 Million 0.02% of portfolio
32,883
Q3 2025 Reduced 18.9%
$96.9B
$2.01 Million 0.02% of portfolio
4,770
Q3 2025 Reduced 35.36%
$0
$2.36 Million 0.02% of portfolio
158,161
Q3 2025 Added 14.59%
$0
$2.54 Million 0.02% of portfolio
17,836
Q3 2025 Added 28.3%
$0
$2.52 Million 0.02% of portfolio
28,081
Q3 2025 Added 314.11%
$0
$1.84 Million 0.02% of portfolio
8,611
Q3 2025 Added 3.32%
$0
$2.51 Million 0.02% of portfolio
19,155
Q3 2025 Reduced 9.94%
$0
$2.61 Million 0.02% of portfolio
10,036
Q3 2025 Added 15.01%
$0
$1.91 Million 0.02% of portfolio
7,829
Q3 2025 Added 688.42%
$0
$2.37 Million 0.02% of portfolio
17,190
Q3 2025 Reduced 91.56%
$0
$2.06 Million 0.02% of portfolio
10,863
Q3 2025 Added 12.58%
$35B
$1.93 Million 0.02% of portfolio
16,855
Q3 2025 Added 26.78%
$13.7B
$2.54 Million 0.02% of portfolio
19,801
Q3 2025 Added 9.89%
$44.1B
$1.94 Million 0.02% of portfolio
24,079
Q3 2025 Added 11.33%
$7.1B
$1.23 Million 0.01% of portfolio
141,661
Q3 2025 Added 7.05%
$72.3B
$1.04 Million 0.01% of portfolio
9,352
Q3 2025 Reduced 80.26%
$5.6B
$1.48 Million 0.01% of portfolio
150,943
Q3 2025 Added 218.0%
$57.5B
$1.09 Million 0.01% of portfolio
3,984
Q3 2025 Added 35.93%
$13.1B
$1.17 Million 0.01% of portfolio
33,700
Q3 2025 Reduced 27.28%
$8.53B
$1.48 Million 0.01% of portfolio
17,744
Q3 2025 Added 20.07%
$407B
$1.31 Million 0.01% of portfolio
7,356
Q3 2025 Added 7.11%
$16.9B
$743,000 0.01% of portfolio
11,034
Q3 2025 Added 81.63%
$0
$709,000 0.01% of portfolio
21,883
Q3 2025 New
$0
$674,000 0.01% of portfolio
14,367
Q3 2025 Reduced 76.8%

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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