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
$5.95 Million 0.05% of portfolio
41,199
Q3 2025 Reduced 0.34%
$0
$5.47 Million 0.05% of portfolio
17,102
Q3 2025 Added 61.2%
$8.02B
$6.06 Million 0.05% of portfolio
59,845
Q3 2025 Reduced 4.66%
$14.8B
$5.3 Million 0.05% of portfolio
108,063
Q3 2025 Added 26.25%
$0
$5.83 Million 0.05% of portfolio
150,570
Q3 2025 Added 8.11%
$12.2B
$5.8 Million 0.05% of portfolio
28,909
Q3 2025 Added 2.84%
$0
$5.7 Million 0.05% of portfolio
264,136
Q3 2025 Added 313.87%
$0
$5.39 Million 0.05% of portfolio
139,230
Q3 2025 New
$0
$6.21 Million 0.05% of portfolio
40,274
Q3 2025 Reduced 14.33%
$3.45B
$5.22 Million 0.05% of portfolio
296,517
Q3 2025 Added 8.71%
$59.8B
$5.37 Million 0.05% of portfolio
28,628
Q3 2025 Reduced 9.04%
$0
$5.64 Million 0.05% of portfolio
117,032
Q3 2025 Reduced 3.39%
$97.3B
$5.53 Million 0.05% of portfolio
65,400
Q3 2025 Reduced 25.56%
$1.48T
$5.77 Million 0.05% of portfolio
20,643
Q3 2025 Added 16.46%
$67.3B
$6.12 Million 0.05% of portfolio
21,903
Q3 2025 Added 15.95%
$137B
$5.39 Million 0.05% of portfolio
22,792
Q3 2025 Reduced 42.29%
$0
$5.49 Million 0.05% of portfolio
88,019
Q3 2025 Added 1,245.24%
$33.9B
$5.39 Million 0.05% of portfolio
21,416
Q3 2025 Reduced 0.63%
$112B
$5.2 Million 0.05% of portfolio
13,284
Q3 2025 Reduced 17.13%
$12.2B
$6.16 Million 0.05% of portfolio
31,532
Q3 2025 Added 16.97%
$42.8B
$6.18 Million 0.05% of portfolio
20,631
Q3 2025 Added 10.61%
$194B
$4.09 Million 0.04% of portfolio
19,962
Q3 2025 Added 48.77%
$163B
$4.58 Million 0.04% of portfolio
6,377
Q3 2025 Reduced 8.9%
$0
$4.46 Million 0.04% of portfolio
106,231
Q3 2025 Added 183.55%
$575M
$4.26 Million 0.04% of portfolio
195,018
Q3 2025 Reduced 13.79%
$59.6B
$4.57 Million 0.04% of portfolio
21,301
Q3 2025 Added 7.3%
$40.3B
$4.41 Million 0.04% of portfolio
13,075
Q3 2025 Added 197.43%
$88.8M
$3.97 Million 0.04% of portfolio
1,568,203
Q3 2025 New
$116B
$4.22 Million 0.04% of portfolio
44,626
Q3 2025 Reduced 28.85%
$65.2B
$4.61 Million 0.04% of portfolio
10,922
Q3 2025 Reduced 20.84%
$94.5B
$4.67 Million 0.04% of portfolio
37,743
Q3 2025 Reduced 29.9%
$140B
$5.08 Million 0.04% of portfolio
13,577
Q3 2025 Reduced 23.88%
$0
$4.36 Million 0.04% of portfolio
99,664
Q3 2025 Reduced 14.7%
$0
$3.97 Million 0.04% of portfolio
80,387
Q3 2025 Added 1,376.89%
$74.9B
$4.65 Million 0.04% of portfolio
17,845
Q3 2025 Reduced 19.28%
$0
$4.14 Million 0.04% of portfolio
100,539
Q3 2025 Reduced 27.51%
$0
$5.03 Million 0.04% of portfolio
126,692
Q3 2025 Reduced 28.07%
$0
$4.03 Million 0.04% of portfolio
88,316
Q3 2025 Reduced 12.77%
$0
$4.52 Million 0.04% of portfolio
59,295
Q3 2025 New
$0
$4.45 Million 0.04% of portfolio
78,002
Q3 2025 Reduced 29.82%
$0
$4.84 Million 0.04% of portfolio
60,367
Q3 2025 Added 61.94%
$0
$4.46 Million 0.04% of portfolio
190,225
Q3 2025 Added 0.65%
$0
$4.78 Million 0.04% of portfolio
42,877
Q3 2025 Added 13.39%
$0
$4.63 Million 0.04% of portfolio
112,449
Q3 2025 Reduced 24.79%
$0
$4.77 Million 0.04% of portfolio
50,083
Q3 2025 New
$0
$4.9 Million 0.04% of portfolio
34,433
Q3 2025 Added 15.54%
$0
$4.83 Million 0.04% of portfolio
12,759
Q3 2025 Added 26.4%
$0
$4.8 Million 0.04% of portfolio
53,498
Q3 2025 Reduced 17.73%
$0
$4.85 Million 0.04% of portfolio
95,477
Q3 2025 Added 688.81%

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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