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
$0
$816,000 0.01% of portfolio
14,262
Q3 2025 Added 18.06%
$59.1B
$1.18 Million 0.01% of portfolio
14,990
Q3 2025 Added 69.15%
$48.9B
$1.37 Million 0.01% of portfolio
2,785
Q3 2025 Added 1.38%
$44.4B
$668,000 0.01% of portfolio
3,557
Q3 2025 Added 91.03%
$129B
$757,000 0.01% of portfolio
12,700
Q3 2025 Reduced 73.07%
$72.4B
$1.28 Million 0.01% of portfolio
3,589
Q3 2025 Added 8.92%
$78.4B
$1.35 Million 0.01% of portfolio
10,145
Q3 2025 Added 17.9%
$1.5B
$636,000 0.01% of portfolio
52,133
Q3 2025 New
$34.2B
$648,000 0.01% of portfolio
7,149
Q3 2025 Reduced 25.13%
$4.86B
$1.2 Million 0.01% of portfolio
12,768
Q4 2024 New
$912M
$831,000 0.01% of portfolio
18,480
Q3 2025 Reduced 19.76%
$400B
$1.65 Million 0.01% of portfolio
1,705
Q3 2025 Reduced 0.18%
$276B
$1.21 Million 0.01% of portfolio
15,774
Q3 2025 Reduced 26.15%
$2.43B
$657,000 0.01% of portfolio
18,619
Q3 2025 Reduced 26.75%
$53.1B
$976,000 0.01% of portfolio
3,972
Q3 2025 Added 3.55%
$73.2B
$1.43 Million 0.01% of portfolio
334
Q3 2025 Added 212.15%
$40.1B
$682,000 0.01% of portfolio
5,180
Q3 2025 New
$1.13B
$1.2 Million 0.01% of portfolio
9,928
Q3 2025 Reduced 0.04%
$0
$1.14 Million 0.01% of portfolio
54,795
Q3 2025 Added 20.76%
$140B
$936,000 0.01% of portfolio
16,796
Q3 2025 Reduced 26.82%
$2.88B
$995,000 0.01% of portfolio
75,790
Q3 2025 Reduced 24.14%
$0
$857,000 0.01% of portfolio
37,339
Q3 2025 New
$11B
$823,000 0.01% of portfolio
8,237
Q3 2025 New
$147B
$1.28 Million 0.01% of portfolio
13,095
Q3 2025 Reduced 8.61%
$112B
$1.21 Million 0.01% of portfolio
35,078
Q3 2025 Reduced 32.88%
$121B
$1.06 Million 0.01% of portfolio
19,975
Q3 2025 Added 9.35%
$1.88B
$789,000 0.01% of portfolio
65,987
Q3 2025 Added 20.41%
$16.3B
$1.38 Million 0.01% of portfolio
7,501
Q3 2025 Reduced 0.61%
$7.01B
$613,000 0.01% of portfolio
16,345
Q3 2025 Reduced 28.45%
$0
$1 Million 0.01% of portfolio
26,911
Q3 2025 New
$36.7B
$1.6 Million 0.01% of portfolio
19,132
Q3 2025 Added 62.62%
$53.8B
$841,000 0.01% of portfolio
5,363
Q3 2025 Reduced 24.99%
$3.24B
$1.13 Million 0.01% of portfolio
19,635
Q3 2025 Reduced 10.5%
$38.4B
$639,000 0.01% of portfolio
3,455
Q3 2025 Added 74.67%
$20.4B
$637,000 0.01% of portfolio
7,271
Q3 2025 Added 39.72%
$28.4B
$657,000 0.01% of portfolio
4,517
Q3 2025 Reduced 0.53%
$19B
$870,000 0.01% of portfolio
4,242
Q3 2025 Added 34.28%
$12.8B
$1.33 Million 0.01% of portfolio
10,796
Q3 2025 Reduced 29.1%
$102B
$639,000 0.01% of portfolio
2,367
Q3 2025 Reduced 21.54%
$0
$1.12 Million 0.01% of portfolio
51,715
Q3 2025 Reduced 8.3%
$6.92B
$982,000 0.01% of portfolio
17,157
Q3 2025 Added 30.72%
$20.8B
$835,000 0.01% of portfolio
6,206
Q3 2025 Reduced 19.91%
$111B
$1.54 Million 0.01% of portfolio
4,673
Q3 2025 Added 6.74%
$47.4B
$1.5 Million 0.01% of portfolio
22,173
Q3 2025 Added 10.87%
$44.9B
$1.32 Million 0.01% of portfolio
40,879
Q3 2025 Added 1.07%
$5.7B
$837,000 0.01% of portfolio
1,794
Q3 2025 Added 21.3%
$4.1B
$831,000 0.01% of portfolio
12,826
Q3 2025 Added 72.25%
$39.7B
$583,000 0.01% of portfolio
6,045
Q3 2025 Reduced 69.56%
$102B
$1.3 Million 0.01% of portfolio
17,237
Q3 2025 Reduced 6.69%

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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