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Beacon Pointe Advisors

Latest statistics and disclosures from Beacon Pointe Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, MSFT, VOO, IVV, and represent 13.85% of Beacon Pointe Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$174M), AVUS (+$120M), VEA (+$79M), DFIC (+$74M), AVDE (+$73M), VUG (+$71M), IVV (+$70M), BSV (+$65M), DFGP (+$63M), DGRO (+$59M).
Started 253 new stock positions in TBIL, VTEI, SYBT, RWJ, WRBY, ISHG, STT, QBTS, COHR, CLMB.
Reduced shares in these 10 stocks: VOO (-$75M), BRK.B (-$71M), DDS (-$64M), MGK (-$29M), MGV (-$26M), AAPL (-$25M), PG (-$24M), AGG (-$22M), EFV (-$22M), JPM (-$19M).
Sold out of its positions in ALSN, AAL, ANSS, APLD, AQST, ARMK, DJP, BCS, BMRN, BTAI.
Beacon Pointe Advisors was a net buyer of stock by $1.6B.
Beacon Pointe Advisors has $12B in assets under management (AUM), dropping by 23.22%.
Central Index Key (CIK): 0001744317

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1338 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Beacon Pointe Advisors has 1338 total positions. Only the first 250 positions are shown.

Sign up to view all of the Beacon Pointe Advisors Sept. 30, 2025 positions
Download the Beacon Pointe Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.3	$391M	-5%	1.5M	254.63	View chart
NVIDIA Corporation (NVDA)	2.9	$337M		1.8M	186.58	View chart
Microsoft Corporation (MSFT)	2.8	$328M	+13%	634k	517.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.7	$317M	-19%	518k	612.39	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.2	$261M	+36%	390k	669.30	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$227M	+45%	473k	479.61	View chart
Lennox International (LII)	1.9	$222M		419k	529.36	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.8	$217M	+411%	5.6M	38.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$164M	+55%	500k	328.17	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$162M	-7%	553k	293.74	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$158M		6.0M	26.34	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$152M	-10%	817k	186.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$148M	+114%	2.5M	59.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$147M	+45%	314k	468.41	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	1.2	$143M	+29%	215k	666.18	View chart
Amazon (AMZN)	1.0	$124M		563k	219.57	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.0	$120M	NEW	1.1M	108.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$117M	+30%	196k	600.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$116M		3.6M	31.91	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	1.0	$113M	-5%	463k	243.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$101M	+5%	1.4M	74.37	View chart
JPMorgan Chase & Co. (JPM)	0.9	$100M	-15%	318k	315.43	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.8	$95M	+7%	791k	120.50	View chart
Meta Platforms Cl A (META)	0.7	$88M	-9%	119k	734.38	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$87M	+291%	1.1M	78.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$86M	-45%	170k	502.74	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.7	$78M	+1983%	2.4M	32.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$78M	-22%	779k	100.25	View chart
Broadcom (AVGO)	0.7	$77M	-7%	234k	329.91	View chart
Chevron Corporation (CVX)	0.6	$73M	+4%	471k	155.29	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$73M	NEW	926k	78.90	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$72M	+38%	1.2M	58.85	View chart
Visa Com Cl A (V)	0.6	$67M	-13%	195k	341.38	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$66M	+59%	2.8M	23.28	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.5	$63M	NEW	1.1M	55.57	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$63M	-5%	587k	106.49	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$62M	+2119%	911k	68.08	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$61M	+129%	1.9M	32.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$59M		275k	215.79	View chart
International Business Machines (IBM)	0.5	$55M	-6%	196k	282.16	View chart
Home Depot (HD)	0.5	$55M	-9%	135k	405.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$54M	-11%	1.2M	44.69	View chart
Exxon Mobil Corporation (XOM)	0.4	$52M		464k	112.75	View chart
Johnson & Johnson (JNJ)	0.4	$50M	-7%	267k	185.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$49M	+14%	562k	87.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$49M	+114%	164k	297.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$48M	+7%	196k	243.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$47M	+186%	232k	203.59	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$47M	-16%	411k	113.88	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$46M	+7%	130k	355.47	View chart
Oracle Corporation (ORCL)	0.4	$46M		164k	281.24	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.4	$46M	+4%	250k	182.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$46M	+21%	1.7M	27.30	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$44M		141k	309.74	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.4	$43M	+143%	1.5M	29.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$42M	-11%	1.4M	29.64	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$42M	+251%	1.5M	27.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$41M	+59%	754k	54.18	View chart
Costco Wholesale Corporation (COST)	0.3	$40M	+19%	43k	925.63	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$40M	+6%	856k	46.42	View chart
Palo Alto Networks Call Option (PANW)	0.3	$39M	-7%	193k	203.62	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$39M	+14%	1.0M	37.77	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$39M	+51%	780k	50.07	View chart
Tesla Motors Call Option (TSLA)	0.3	$38M	+22%	86k	444.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$38M	-10%	104k	365.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$37M	-37%	539k	67.83	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$37M	+14%	342k	106.78	View chart
Philip Morris International (PM)	0.3	$36M	+93%	223k	162.20	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$35M	+433%	1.1M	31.84	View chart
Caterpillar (CAT)	0.3	$35M	-12%	74k	477.15	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$35M	+36%	484k	72.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$34M	+15%	746k	46.12	View chart
Abbott Laboratories (ABT)	0.3	$34M	+6%	256k	133.94	View chart
Fortinet Call Option (FTNT)	0.3	$34M	+6%	398k	84.08	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$34M	+8%	1.1M	29.11	View chart
Eli Lilly & Co. (LLY)	0.3	$33M	-3%	44k	763.01	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$33M	+2607%	671k	49.46	View chart
Wal-Mart Stores (WMT)	0.3	$33M	-27%	320k	103.06	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$33M	+7528%	435k	75.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$33M	+47%	349k	93.37	View chart
Rubrik Cl A (RBRK)	0.3	$32M	NEW	390k	82.25	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$32M		227k	140.95	View chart
Wells Fargo & Company (WFC)	0.3	$31M	-7%	375k	83.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$31M		165k	189.70	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$31M	+52%	1.8M	17.16	View chart
Procter & Gamble Company (PG)	0.3	$31M	-43%	199k	153.65	View chart
Abbvie (ABBV)	0.3	$30M	+3%	131k	231.54	View chart
Advanced Micro Devices (AMD)	0.3	$30M	-11%	188k	161.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$30M	-11%	249k	120.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$30M	+17%	458k	65.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$30M	+71%	117k	254.28	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$30M	-14%	98k	302.35	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$29M	+12%	686k	42.76	View chart
3M Company (MMM)	0.2	$29M	+117%	185k	155.18	View chart
Snowflake Com Shs (SNOW)	0.2	$28M	+4%	125k	225.55	View chart
McDonald's Corporation (MCD)	0.2	$27M	-15%	90k	303.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$27M	+677%	831k	32.07	View chart
Raytheon Technologies Corp (RTX)	0.2	$27M	-16%	158k	167.33	View chart
Automatic Data Processing (ADP)	0.2	$26M	+10%	89k	293.50	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$26M	+210%	492k	53.03	View chart
Bank of America Corporation (BAC)	0.2	$26M	+2%	496k	51.59	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$26M	+3%	446k	57.10	View chart
Pfizer (PFE)	0.2	$25M	+7%	977k	25.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$25M	+2%	80k	307.86	View chart
UnitedHealth (UNH)	0.2	$25M	+18%	71k	345.30	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$24M	+64%	370k	65.92	View chart
Mastercard Incorporated Cl A (MA)	0.2	$24M	-5%	43k	568.81	View chart
Cisco Systems (CSCO)	0.2	$24M		354k	68.42	View chart
Merck & Co (MRK)	0.2	$24M		284k	83.93	View chart
American Express Company (AXP)	0.2	$24M	-9%	72k	332.16	View chart
At&t (T)	0.2	$24M		835k	28.24	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$24M	+176%	514k	45.76	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$23M	+33%	370k	62.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$23M		828k	27.90	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$23M	-16%	491k	46.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$23M	+70%	285k	79.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$22M	-14%	127k	174.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$22M	+7%	233k	95.14	View chart
Amgen (AMGN)	0.2	$22M	-10%	79k	282.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$22M	-31%	152k	145.65	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$22M	+279%	639k	34.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$21M	-17%	294k	72.77	View chart
Altria (MO)	0.2	$21M	+93%	319k	66.06	View chart
Lockheed Martin Corporation (LMT)	0.2	$21M	-17%	42k	499.21	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$21M	-14%	71k	293.79	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$21M		100k	208.71	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$20M	-3%	211k	96.55	View chart
Walt Disney Company (DIS)	0.2	$20M	-15%	177k	114.50	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$20M	+9%	411k	48.84	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$20M	+682%	1.3M	15.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$20M	+14%	289k	68.46	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$20M	+99%	191k	103.36	View chart
Enterprise Products Partners (EPD)	0.2	$20M	+7%	627k	31.27	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$19M	NEW	192k	100.70	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$19M	+222%	207k	92.98	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.2	$19M	+8%	596k	31.89	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$19M	+2036%	314k	60.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$19M	+40%	222k	84.11	View chart
Pepsi (PEP)	0.2	$19M	-43%	132k	140.44	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$18M	+1622%	674k	27.31	View chart
Vaneck Etf Trust Gold Miners Etf Call Option (GDX)	0.2	$18M	+118%	239k	76.40	View chart
Coca-Cola Company (KO)	0.2	$18M		276k	66.32	View chart
Ishares Tr Russell 2000 Etf Put Option (IWM)	0.2	$18M	-11%	75k	241.96	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$18M	+290%	453k	39.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$18M	+32%	239k	73.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$17M	+246%	408k	42.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$17M		146k	118.83	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$17M	+16%	392k	43.83	View chart
salesforce (CRM)	0.1	$17M	+20%	72k	237.01	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$17M	+463%	168k	100.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$17M	-5%	81k	206.51	View chart
Lowe's Companies (LOW)	0.1	$17M	-41%	66k	251.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$16M	+554%	521k	31.53	View chart
Qualcomm (QCOM)	0.1	$16M	-12%	98k	166.36	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$16M	-11%	179k	89.37	View chart
Enbridge (ENB)	0.1	$16M		314k	50.46	View chart
Ge Aerospace Com New (GE)	0.1	$16M	+8%	53k	300.82	View chart
Netflix (NFLX)	0.1	$16M	-7%	13k	1198.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$16M	+211%	611k	25.71	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$16M	+4677%	307k	50.63	View chart
United Parcel Service CL B (UPS)	0.1	$16M	+127%	186k	83.53	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$15M	+260%	565k	27.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$15M	+520%	135k	111.22	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$15M	+8%	205k	72.26	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$15M	NEW	134k	110.49	View chart
Crowdstrike Hldgs Cl A Call Option (CRWD)	0.1	$15M	-8%	30k	490.38	View chart
Oneok (OKE)	0.1	$14M	-17%	194k	72.97	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$14M	NEW	546k	25.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$14M	+1434%	96k	145.60	View chart
Airbnb Com Cl A (ABNB)	0.1	$14M	+73%	114k	121.42	View chart
Paypal Holdings (PYPL)	0.1	$14M	+3%	207k	67.06	View chart
Chubb (CB)	0.1	$14M	+14%	49k	282.25	View chart
Charles Schwab Corporation (SCHW)	0.1	$14M	-26%	145k	95.47	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$14M	+80%	18.00	768152.72	View chart
Block Cl A (XYZ)	0.1	$14M	+11%	190k	72.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$14M	+25%	18k	746.65	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$14M	+3%	194k	69.66	View chart
Parker-Hannifin Corporation (PH)	0.1	$14M	+6%	18k	758.15	View chart
Kinder Morgan (KMI)	0.1	$14M	+16%	476k	28.31	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.1	$13M	-45%	369k	36.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M	-3%	92k	142.10	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$13M	+435%	206k	62.91	View chart
Boeing Company (BA)	0.1	$13M	-4%	60k	215.83	View chart
Texas Instruments Incorporated (TXN)	0.1	$13M	+33%	70k	183.73	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$13M	+8%	360k	35.69	View chart
Hershey Company (HSY)	0.1	$13M	+8%	68k	187.05	View chart
Everus Constr Group (ECG)	0.1	$13M	-10%	146k	85.75	View chart
Agnico Call Option (AEM)	0.1	$13M	+4%	74k	168.56	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$13M	+11%	99k	125.95	View chart
Nextera Energy (NEE)	0.1	$12M	+23%	164k	75.49	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$12M	+6%	502k	24.30	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$12M	+45%	121k	99.45	View chart
Colgate-Palmolive Company (CL)	0.1	$12M	+7%	147k	79.94	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$12M	+7%	130k	89.34	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$12M	+22%	199k	58.21	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$12M	NEW	155k	74.35	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$12M	+15%	379k	30.39	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$12M	+8%	41k	281.86	View chart
Honeywell International (HON)	0.1	$12M	-19%	55k	210.50	View chart
Emerson Electric (EMR)	0.1	$11M	+5%	87k	131.18	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$11M	+8%	374k	30.54	View chart
Uber Technologies Call Option (UBER)	0.1	$11M	-32%	117k	97.97	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$11M	NEW	269k	42.47	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$11M	-21%	450k	24.92	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.1	$11M	NEW	246k	45.40	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.1	$11M	NEW	2.1M	5.38	View chart
McKesson Corporation (MCK)	0.1	$11M	+8%	14k	772.52	View chart
Guaranty Bancshares	0.1	$11M	+38%	227k	48.75	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$11M	NEW	283k	38.90	View chart
Williams Companies (WMB)	0.1	$11M	+2%	173k	63.35	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$11M	NEW	429k	25.51	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$11M		20k	546.76	View chart
Valero Energy Corporation (VLO)	0.1	$11M	-14%	63k	170.26	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$11M	+141%	220k	48.19	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$11M	+73%	292k	36.35	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$10M	+13%	113k	91.42	View chart
Cigna Corp (CI)	0.1	$10M	-2%	36k	288.25	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.1	$10M	NEW	354k	28.90	View chart
Hewlett Packard Enterprise (HPE)	0.1	$10M	+13%	416k	24.56	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$10M	+279%	378k	26.95	View chart
Wheaton Precious Metals Corp Call Option (WPM)	0.1	$10M	+6%	91k	111.84	View chart
Ea Series Trust Morgan Dempsey L (MDLV)	0.1	$10M	+35%	361k	28.00	View chart
Zoom Communications Cl A (ZM)	0.1	$10M		122k	82.50	View chart
Goldman Sachs (GS)	0.1	$9.9M	-7%	12k	796.33	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$9.9M	-39%	174k	56.86	View chart
NetApp (NTAP)	0.1	$9.8M	+18%	83k	118.46	View chart
Franco-Nevada Corporation (FNV)	0.1	$9.7M	-5%	43k	222.91	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$9.6M	-9%	105k	91.75	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$9.6M	-7%	381k	25.19	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$9.6M	+6%	183k	52.28	View chart
Expedia Group Com New (EXPE)	0.1	$9.6M	+2%	45k	213.75	View chart
Target Corporation (TGT)	0.1	$9.5M	+11%	106k	89.70	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$9.5M	-11%	232k	41.06	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$9.5M	+8%	391k	24.34	View chart
International Paper Company (IP)	0.1	$9.5M		204k	46.40	View chart
Thermo Fisher Scientific (TMO)	0.1	$9.5M	-41%	20k	485.01	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$9.5M	+26%	69k	137.80	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$9.4M	-15%	37k	256.45	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$9.3M	+14%	79k	118.44	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$9.2M	-5%	393k	23.47	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$9.1M	+232%	52k	176.81	View chart
Northrop Grumman Corporation (NOC)	0.1	$9.0M	+106%	15k	609.34	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$9.0M	+26%	195k	46.24	View chart
Biontech Se Sponsored Ads (BNTX)	0.1	$9.0M	+3%	91k	98.62	View chart
Capital One Financial (COF)	0.1	$9.0M	+20%	42k	212.58	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$8.9M	+10%	283k	31.63	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$8.9M	+306%	205k	43.42	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$8.8M	+19%	127k	69.37	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$8.8M	+37%	369k	23.85	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$8.7M		56k	155.45	View chart

Past Filings by Beacon Pointe Advisors

SEC 13F filings are viewable for Beacon Pointe Advisors going back to 2018

Beacon Pointe Advisors 2025 Q3 filed Nov. 14, 2025
Beacon Pointe Advisors 2025 Q2 filed Aug. 13, 2025
Beacon Pointe Advisors 2025 Q1 filed May 13, 2025
Beacon Pointe Advisors 2024 Q4 filed Feb. 14, 2025
Beacon Pointe Advisors 2024 Q3 filed Nov. 14, 2024
Beacon Pointe Advisors 2024 Q2 filed Aug. 12, 2024
Beacon Pointe Advisors 2024 Q1 filed May 14, 2024
Beacon Pointe Advisors 2023 Q4 filed Feb. 8, 2024
Beacon Pointe Advisors 2023 Q3 filed Nov. 14, 2023
Beacon Pointe Advisors 2023 Q2 filed Aug. 14, 2023
Beacon Pointe Advisors 2023 Q1 filed May 12, 2023
Beacon Pointe Advisors 2022 Q4 filed Feb. 14, 2023
Beacon Pointe Advisors 2022 Q3 filed Nov. 9, 2022
Beacon Pointe Advisors 2022 Q2 filed Aug. 11, 2022
Beacon Pointe Advisors 2022 Q1 filed May 17, 2022
Beacon Pointe Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

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