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
$54.4B
$43.7 Million 0.39% of portfolio
141,074
Q3 2025 Added 0.68%
$342B
$44.3 Million 0.39% of portfolio
242,937
Q3 2025 Added 1.46%
$0
$43.2 Million 0.38% of portfolio
1,457,713
Q3 2025 Added 143.85%
$0
$42.2 Million 0.37% of portfolio
1,423,977
Q3 2025 Reduced 11.48%
$0
$40.8 Million 0.36% of portfolio
753,717
Q3 2025 Added 59.93%
$409B
$39.7 Million 0.35% of portfolio
42,840
Q3 2025 Added 18.25%
$0
$39.7 Million 0.35% of portfolio
855,568
Q3 2025 Added 6.72%
$0
$39.2 Million 0.35% of portfolio
1,037,048
Q3 2025 Added 14.53%
$61.4B
$39.2 Million 0.35% of portfolio
192,542
Q3 2025 Reduced 3.86%
$0
$38.1 Million 0.34% of portfolio
104,284
Q3 2025 Reduced 10.48%
$0
$39.1 Million 0.34% of portfolio
779,949
Q3 2025 Added 51.45%
$1.28T
$37.6 Million 0.33% of portfolio
84,572
Q3 2025 Added 20.08%
$0
$36.6 Million 0.32% of portfolio
539,421
Q3 2025 Reduced 37.21%
$0
$36.5 Million 0.32% of portfolio
341,693
Q3 2025 Added 14.32%
$241B
$36.2 Million 0.32% of portfolio
223,069
Q3 2025 Added 93.67%
$292B
$35.4 Million 0.31% of portfolio
74,248
Q3 2025 Reduced 12.5%
$0
$35.4 Million 0.31% of portfolio
1,113,302
Q3 2025 Added 433.26%
$229B
$34.2 Million 0.3% of portfolio
255,672
Q3 2025 Added 6.79%
$0
$34.4 Million 0.3% of portfolio
746,115
Q3 2025 Added 15.26%
$974B
$33.4 Million 0.3% of portfolio
43,813
Q3 2025 Reduced 3.13%
$64.9B
$33.4 Million 0.3% of portfolio
397,583
Q3 2025 Added 8.34%
$0
$33.5 Million 0.3% of portfolio
1,149,700
Q3 2025 Added 8.22%
$0
$32.7 Million 0.29% of portfolio
435,341
Q3 2025 Added 7,528.19%
$0
$32.6 Million 0.29% of portfolio
349,198
Q3 2025 Added 47.55%
$0
$33.2 Million 0.29% of portfolio
670,958
Q3 2025 Added 2,607.55%
$278B
$33 Million 0.29% of portfolio
319,995
Q3 2025 Reduced 27.33%
$0
$31.3 Million 0.28% of portfolio
165,247
Q3 2025 Reduced 0.14%
$0
$32 Million 0.28% of portfolio
227,071
Q3 2025 Reduced 0.48%
$323B
$31.4 Million 0.28% of portfolio
375,019
Q3 2025 Reduced 7.34%
$398B
$30.4 Million 0.27% of portfolio
187,806
Q3 2025 Reduced 11.83%
$52.5B
$30.9 Million 0.27% of portfolio
1,803,506
Q3 2025 Added 52.13%
$0
$30 Million 0.27% of portfolio
248,691
Q3 2025 Reduced 11.1%
$350B
$30.6 Million 0.27% of portfolio
199,137
Q3 2025 Reduced 43.83%
$411B
$29.8 Million 0.26% of portfolio
128,690
Q3 2025 Added 1.05%
$0
$29.3 Million 0.26% of portfolio
685,567
Q3 2025 Added 12.46%
$0
$29.9 Million 0.26% of portfolio
457,788
Q3 2025 Added 17.27%
$0
$29.8 Million 0.26% of portfolio
117,291
Q3 2025 Added 71.95%
$0
$29.5 Million 0.26% of portfolio
97,531
Q3 2025 Reduced 14.62%
$92.6B
$28.6 Million 0.25% of portfolio
184,465
Q3 2025 Added 117.91%
$82.2B
$28.2 Million 0.25% of portfolio
124,956
Q3 2025 Added 4.79%
$0
$26.7 Million 0.24% of portfolio
831,445
Q3 2025 Added 677.23%
$226B
$26.7 Million 0.24% of portfolio
87,899
Q3 2025 Reduced 17.36%
$105B
$26.1 Million 0.23% of portfolio
89,007
Q3 2025 Added 10.03%
$422B
$25.6 Million 0.23% of portfolio
496,212
Q3 2025 Added 2.2%
$0
$26.1 Million 0.23% of portfolio
492,243
Q3 2025 Added 210.56%
$0
$25.5 Million 0.23% of portfolio
446,312
Q3 2025 Added 3.8%
$258B
$26.5 Million 0.23% of portfolio
158,149
Q3 2025 Reduced 16.07%
$301B
$24.6 Million 0.22% of portfolio
71,353
Q3 2025 Added 18.07%
$0
$24.7 Million 0.22% of portfolio
80,322
Q3 2025 Added 2.28%

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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email