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
$74.3B
$10.9 Million 0.1% of portfolio
172,825
Q3 2025 Added 2.91%
$76.5B
$10.6 Million 0.09% of portfolio
63,109
Q3 2025 Reduced 10.63%
$0
$10.6 Million 0.09% of portfolio
291,488
Q3 2025 Added 73.07%
$0
$10.6 Million 0.09% of portfolio
220,206
Q3 2025 Added 141.34%
$37.7B
$9.68 Million 0.09% of portfolio
43,433
Q3 2025 Reduced 5.3%
$265B
$9.91 Million 0.09% of portfolio
12,448
Q3 2025 Reduced 7.66%
$29.4B
$10.2 Million 0.09% of portfolio
415,807
Q3 2025 Added 13.6%
$23.8B
$9.78 Million 0.09% of portfolio
82,586
Q3 2025 Added 18.19%
$0
$10.2 Million 0.09% of portfolio
377,691
Q3 2025 Added 279.25%
$0
$9.64 Million 0.09% of portfolio
105,108
Q3 2025 Reduced 9.29%
$0
$10.2 Million 0.09% of portfolio
354,087
Q3 2025 New
$82.8B
$10.3 Million 0.09% of portfolio
35,874
Q3 2025 Reduced 2.35%
$181B
$10.6 Million 0.09% of portfolio
108,459
Q3 2025 Reduced 36.89%
$27.1B
$10.7 Million 0.09% of portfolio
19,634
Q3 2025 Added 0.53%
$70.1B
$10.7 Million 0.09% of portfolio
62,987
Q3 2025 Reduced 14.64%
$0
$10.4 Million 0.09% of portfolio
113,276
Q3 2025 Added 13.98%
$21.1B
$10.1 Million 0.09% of portfolio
121,965
Q3 2025 Added 1.37%
$23.9B
$8.59 Million 0.08% of portfolio
61,717
Q3 2025 Added 8.54%
$0
$8.54 Million 0.08% of portfolio
418,638
Q3 2025 Added 25.97%
$25B
$9.01 Million 0.08% of portfolio
91,380
Q3 2025 Added 3.79%
$77.2B
$9.01 Million 0.08% of portfolio
42,393
Q3 2025 Added 20.19%
$0
$8.95 Million 0.08% of portfolio
282,891
Q3 2025 Added 10.53%
$0
$8.79 Million 0.08% of portfolio
368,461
Q3 2025 Added 37.58%
$40.2B
$9.55 Million 0.08% of portfolio
44,684
Q3 2025 Added 2.6%
$0
$9.02 Million 0.08% of portfolio
195,057
Q3 2025 Added 26.63%
$13.3B
$9.48 Million 0.08% of portfolio
204,253
Q3 2025 Reduced 0.57%
$0
$8.73 Million 0.08% of portfolio
56,189
Q3 2025 Reduced 1.68%
$0
$8.91 Million 0.08% of portfolio
205,298
Q3 2025 Added 306.81%
$0
$9.52 Million 0.08% of portfolio
391,244
Q3 2025 Added 8.42%
$0
$9.59 Million 0.08% of portfolio
380,808
Q3 2025 Reduced 7.73%
$0
$9.36 Million 0.08% of portfolio
36,502
Q3 2025 Reduced 15.35%
$0
$9.14 Million 0.08% of portfolio
51,692
Q3 2025 Added 232.87%
$86.7B
$9.04 Million 0.08% of portfolio
14,831
Q3 2025 Added 106.85%
$0
$9.56 Million 0.08% of portfolio
182,900
Q3 2025 Added 6.71%
$0
$9.23 Million 0.08% of portfolio
393,138
Q3 2025 Reduced 5.36%
$41.4B
$9.54 Million 0.08% of portfolio
106,389
Q3 2025 Added 11.95%
$222B
$9.47 Million 0.08% of portfolio
19,527
Q3 2025 Reduced 41.47%
$0
$9.45 Million 0.08% of portfolio
68,586
Q3 2025 Added 26.35%
$0
$8.8 Million 0.08% of portfolio
126,797
Q3 2025 Added 19.9%
$0
$9.31 Million 0.08% of portfolio
78,612
Q3 2025 Added 14.75%
$47.1B
$9.28 Million 0.08% of portfolio
83,002
Q3 2025 Reduced 2.59%
$0
$8.01 Million 0.07% of portfolio
80,436
Q3 2025 Added 24.35%
$99.5B
$7.85 Million 0.07% of portfolio
174,030
Q3 2025 Reduced 12.62%
$3.48B
$8.05 Million 0.07% of portfolio
232,100
Q3 2025 Added 22.67%
$26.1B
$7.66 Million 0.07% of portfolio
48,446
Q3 2025 Added 22.61%
$190B
$8.26 Million 0.07% of portfolio
81,332
Q3 2025 Added 14.28%
$19.9B
$8.2 Million 0.07% of portfolio
16,972
Q3 2025 Added 5.55%
$2.2B
$8.03 Million 0.07% of portfolio
79,173
Q3 2025 Added 30.06%
$144B
$7.39 Million 0.07% of portfolio
16,154
Q3 2025 Reduced 9.52%

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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