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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, VOO, NVDA, MSFT, IVV, and represent 12.60% of Beacon Pointe Advisors's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$117M), DFAU (+$101M), SCHP (+$84M), VTI (+$82M), BNDX (+$79M), MBB (+$76M), USIG (+$70M), DFAI (+$64M), IWV (+$63M), RSP (+$56M).
Started 187 new stock positions in SMB, WGS, JXI, XRPZ, BSJR, EHC, FLTR, BSCS, BOTZ, XRP.
Reduced shares in these 10 stocks: Guaranty Bancshares (-$11M), AJG (-$10M), IBDQ (-$9.6M), ABNB (-$8.4M), IWF (-$8.1M), LULU (-$7.4M), DECK (-$6.7M), DFSV (-$6.6M), TGT (-$5.8M), OKE (-$5.7M).
Sold out of its positions in TAFL, BCG, BXMT, BAH, BLDR, BYRN, CSL, CRCL, CFG, Clean Energy Technologies.
Beacon Pointe Advisors was a net buyer of stock by $2.3B.
Beacon Pointe Advisors has $14B in assets under management (AUM), dropping by 20.80%.
Central Index Key (CIK): 0001744317

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1460 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Beacon Pointe Advisors has 1460 total positions. Only the first 250 positions are shown.

Sign up to view all of the Beacon Pointe Advisors Dec. 31, 2025 positions
Download the Beacon Pointe Advisors December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Put Option (AAPL)	3.2	$456M	+9%	1.7M	271.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.6	$367M	+13%	585k	627.13	View chart
NVIDIA Corporation Put Option (NVDA)	2.5	$362M	+7%	1.9M	186.50	View chart
Microsoft Corporation (MSFT)	2.3	$327M	+6%	676k	483.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$285M	+6%	416k	684.94	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$255M	+10%	522k	487.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$249M	+48%	743k	335.27	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.7	$237M	+6%	6.0M	39.59	View chart
Lennox International (LII)	1.4	$203M		418k	485.58	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$190M	+21%	994k	190.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$190M	+23%	3.0M	62.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.2	$174M	+7%	6.5M	26.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$161M		554k	290.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$153M	+4%	225k	681.93	View chart
Amazon (AMZN)	1.1	$150M	+15%	650k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$150M	+3%	478k	313.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.0	$146M	+401%	3.4M	42.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$141M	-5%	297k	473.30	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$128M	+27%	1.7M	74.07	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$125M	+418%	2.7M	46.80	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.9	$125M		1.1M	111.78	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$119M		3.6M	32.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$117M	-2%	190k	614.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.8	$112M	+244%	2.3M	48.32	View chart
JPMorgan Chase & Co. (JPM)	0.8	$111M	+7%	344k	322.22	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$105M	+9%	863k	121.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$98M	+15%	196k	502.65	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$94M	+839%	3.5M	26.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.6	$93M	+6%	1.2M	78.81	View chart
Broadcom (AVGO)	0.6	$90M	+11%	260k	346.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$89M	+14%	895k	99.88	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.6	$88M	+7%	2.6M	34.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$88M	+176%	457k	191.56	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$87M	+78%	413k	210.34	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.6	$82M	+7%	994k	82.32	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$81M	+1599%	851k	95.22	View chart
Chevron Corporation (CVX)	0.6	$80M	+10%	522k	152.41	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$77M	+7%	1.3M	58.73	View chart
Meta Platforms Cl A (META)	0.5	$77M	-2%	116k	660.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$75M	+573%	2.0M	38.11	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$75M	+1629%	1.4M	51.77	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$71M	+12%	2.1M	34.21	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$71M	+4%	2.9M	24.04	View chart
Visa Com Cl A (V)	0.5	$69M		197k	350.71	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$68M	+7%	634k	107.11	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.5	$67M	+1265%	174k	386.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$67M	+10%	305k	219.78	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$64M	+72%	1.3M	49.90	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.4	$64M	+4%	1.2M	54.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$63M	+2%	202k	313.80	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$62M	+8%	1.3M	46.59	View chart
International Business Machines (IBM)	0.4	$60M	+4%	204k	296.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$60M	+48%	1.1M	53.76	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$60M	+52%	1.6M	38.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$59M	-6%	848k	69.42	View chart
Exxon Mobil Corporation (XOM)	0.4	$59M	+5%	488k	120.34	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$57M	+190%	557k	102.39	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.4	$56M	+104%	1.7M	33.08	View chart
Johnson & Johnson (JNJ)	0.4	$55M		267k	206.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$55M	+9%	614k	89.46	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$51M		130k	396.31	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$50M		167k	302.11	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$50M	+6%	438k	113.92	View chart
Eli Lilly & Co. Put Option (LLY)	0.3	$49M	+3%	46k	1074.68	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$49M		1.5M	33.02	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$48M	+167%	640k	75.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$47M	+31%	637k	74.17	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$47M	+6458%	1.1M	41.55	View chart
Home Depot (HD)	0.3	$46M		132k	344.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$44M	+30%	456k	96.03	View chart
Palantir Technologies Cl A Call Option (PLTR)	0.3	$43M	-3%	242k	177.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$43M	+4%	896k	48.11	View chart
Advanced Micro Devices (AMD)	0.3	$43M	+6%	201k	214.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$43M	+10%	115k	373.44	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$43M	+2%	1.5M	27.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$43M	+8%	847k	50.29	View chart
Costco Wholesale Corporation (COST)	0.3	$42M	+12%	49k	862.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$42M	-7%	1.5M	27.43	View chart
Caterpillar (CAT)	0.3	$42M		74k	572.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$41M	-3%	1.4M	30.07	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$41M	+7%	579k	71.41	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.3	$41M	NEW	684k	59.78	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.3	$41M	+287%	853k	47.95	View chart
Tesla Motors Call Option (TSLA)	0.3	$41M	+4%	90k	449.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$38M	+24%	147k	257.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$37M	+21%	303k	123.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$37M		345k	106.70	View chart
Philip Morris International (PM)	0.3	$36M		226k	160.40	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$36M	+6%	464k	77.02	View chart
Palo Alto Networks (PANW)	0.3	$36M		194k	184.20	View chart
Wells Fargo & Company (WFC)	0.3	$36M	+2%	383k	93.20	View chart
Wal-Mart Stores (WMT)	0.2	$35M		315k	111.41	View chart
Abbvie (ABBV)	0.2	$35M	+16%	153k	228.49	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$34M		1.2M	29.61	View chart
Abbott Laboratories (ABT)	0.2	$34M	+4%	267k	125.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$34M	+10%	507k	66.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$33M	+58%	158k	211.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$33M		229k	143.52	View chart
Mastercard Incorporated Cl A (MA)	0.2	$32M	+30%	56k	570.88	View chart
Oracle Corporation Call Option (ORCL)	0.2	$31M	-2%	160k	194.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$31M	+80%	146k	212.07	View chart
Cisco Systems (CSCO)	0.2	$31M	+13%	400k	77.03	View chart
Merck & Co (MRK)	0.2	$31M	+2%	290k	105.26	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$30M	+231%	121k	250.31	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$30M		1.3M	23.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$30M	-18%	913k	32.89	View chart
Fortinet (FTNT)	0.2	$30M	-5%	377k	79.41	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$30M		97k	309.04	View chart
Rubrik Cl A (RBRK)	0.2	$30M		390k	76.48	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$29M	+61%	658k	44.41	View chart
Raytheon Technologies Corp (RTX)	0.2	$29M		158k	183.40	View chart
3M Company (MMM)	0.2	$29M	-2%	180k	160.10	View chart
American Express Company (AXP)	0.2	$28M	+6%	77k	369.95	View chart
Snowflake Com Shs (SNOW)	0.2	$28M		126k	219.36	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$28M	+10%	410k	67.22	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$28M	-7%	1.7M	16.49	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$27M	+5%	519k	52.88	View chart
UnitedHealth (UNH)	0.2	$27M	+15%	83k	330.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$27M	+7%	87k	314.80	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$27M	+6%	476k	57.24	View chart
McDonald's Corporation (MCD)	0.2	$27M		89k	305.63	View chart
Bank of America Corporation (BAC)	0.2	$27M		490k	55.00	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$26M	+64%	1.0M	26.23	View chart
Arthur J. Gallagher & Co. (AJG)	0.2	$26M	-28%	101k	258.79	View chart
Amgen (AMGN)	0.2	$26M		79k	327.31	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$26M	+25%	265k	96.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$25M	+11%	169k	148.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$25M	+4%	308k	81.17	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$25M	+7%	528k	46.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$24M	+3%	854k	28.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$24M	+141%	273k	88.49	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.2	$24M	+35%	915k	26.42	View chart
Pfizer (PFE)	0.2	$24M		966k	24.90	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$24M	+28%	285k	83.75	View chart
Glacier Ban (GBCI)	0.2	$24M	NEW	536k	44.05	View chart
Procter & Gamble Company (PG)	0.2	$24M	-17%	164k	143.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$23M	+2%	131k	177.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$23M	+55%	211k	109.91	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$23M	+13%	330k	69.67	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$23M		282k	79.73	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$22M	+2%	238k	94.16	View chart
At&t (T)	0.2	$22M	+7%	901k	24.84	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$22M		641k	34.65	View chart
Spdr Series Trust State Street Spd (SPYX)	0.2	$22M	NEW	393k	56.19	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$22M	+17%	368k	59.93	View chart
Lockheed Martin Corporation (LMT)	0.2	$22M	+7%	45k	483.67	View chart
Automatic Data Processing (ADP)	0.2	$22M	-5%	84k	257.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$22M	+22%	179k	120.18	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$21M	+28%	231k	92.30	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$21M	+40%	431k	49.46	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$21M	+5%	434k	48.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$21M	+7%	206k	100.38	View chart
Pepsi (PEP)	0.1	$21M	+8%	144k	143.52	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$20M		606k	33.74	View chart
Altria (MO)	0.1	$20M	+11%	354k	57.66	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$20M	+3%	215k	95.09	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$20M	+31%	746k	27.38	View chart
Enterprise Products Partners (EPD)	0.1	$20M		633k	32.06	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.1	$20M	NEW	311k	65.07	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$20M		72k	279.14	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$20M	+155%	605k	32.73	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$20M	+12%	440k	45.05	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$20M		368k	53.83	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$20M	-3%	230k	85.77	View chart
Walt Disney Company (DIS)	0.1	$20M	-2%	174k	113.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$20M	+7%	80k	246.16	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$20M	+131%	853k	22.90	View chart
Coca-Cola Company (KO)	0.1	$19M		278k	69.91	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$19M	+20%	247k	75.77	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$18M		457k	40.23	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$18M	+8%	563k	32.57	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.1	$18M	NEW	360k	49.33	View chart
salesforce (CRM)	0.1	$18M	-8%	66k	264.92	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$18M	+32%	256k	68.74	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$18M	+48%	295k	59.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$18M	+23%	118k	148.98	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$17M	+787%	70k	251.17	View chart
Qualcomm (QCOM)	0.1	$17M	+2%	100k	171.05	View chart
Ge Aerospace Com New (GE)	0.1	$17M	+2%	54k	308.03	View chart
Enbridge (ENB)	0.1	$16M	+8%	341k	47.83	View chart
Parker-Hannifin Corporation (PH)	0.1	$16M	+3%	18k	878.96	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.1	$16M	+21%	448k	35.85	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$16M	+8%	145k	110.15	View chart
Lowe's Companies (LOW)	0.1	$16M		66k	241.16	View chart
Boeing Company (BA)	0.1	$16M	+18%	71k	217.12	View chart
Chubb (CB)	0.1	$15M		49k	312.12	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$15M	+7%	387k	38.00	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$15M	+4%	570k	25.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$15M	+4%	31k	468.76	View chart
Charles Schwab Corporation (SCHW)	0.1	$14M		144k	99.91	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$14M	+48%	102k	141.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$14M	+2%	19k	753.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$14M	-16%	140k	100.34	View chart
Ishares Tr North Amern Nat (IGE)	0.1	$14M	NEW	277k	50.20	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$14M		18.00	768763.83	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$14M	+6%	219k	63.18	View chart
United Parcel Service CL B (UPS)	0.1	$14M	-25%	138k	99.19	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$14M	+129%	94k	143.97	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$13M	+4%	104k	128.83	View chart
Nextera Energy (NEE)	0.1	$13M		165k	80.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$13M	+8%	544k	24.23	View chart
Hershey Company (HSY)	0.1	$13M	+5%	72k	181.98	View chart
Expedia Group Com New (EXPE)	0.1	$13M		45k	283.31	View chart
Agnico Call Option (AEM)	0.1	$13M		75k	169.53	View chart
Netflix (NFLX)	0.1	$13M	+933%	136k	93.76	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$13M	+7%	130k	97.80	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$13M	+117%	283k	44.71	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$13M	+5%	196k	64.42	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$13M	+128%	603k	20.89	View chart
Kinder Morgan (KMI)	0.1	$13M	-3%	457k	27.49	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$13M	+7%	288k	43.43	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$13M	+2816%	265k	47.08	View chart
McKesson Corporation (MCK)	0.1	$12M	+5%	15k	820.28	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$12M	+9%	493k	25.21	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$12M	+3%	392k	31.66	View chart
Everus Constr Group (ECG)	0.1	$12M		145k	85.56	View chart
Goldman Sachs (GS)	0.1	$12M	+11%	14k	879.01	View chart
Emerson Electric (EMR)	0.1	$12M	+4%	91k	132.72	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$12M		370k	32.25	View chart
Block Cl A (XYZ)	0.1	$12M	-3%	183k	65.09	View chart
Morgan Stanley Emerging Markets Domestic (EDD)	0.1	$12M	+5%	2.2M	5.43	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$12M		20k	605.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$12M	-9%	83k	141.14	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$12M	NEW	150k	77.64	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$12M	+5%	450k	25.82	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$12M	+27%	162k	71.62	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$12M	NEW	39k	300.33	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$12M	-2%	277k	41.50	View chart
Uber Technologies (UBER)	0.1	$11M	+19%	140k	81.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$11M	+38%	111k	101.98	View chart
Honeywell International (HON)	0.1	$11M	+5%	58k	195.09	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.1	$11M		244k	46.13	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$11M	+340%	79k	143.33	View chart
Dollar Tree (DLTR)	0.1	$11M	+2%	91k	123.01	View chart
Thermo Fisher Scientific (TMO)	0.1	$11M		19k	579.46	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$11M	+18%	61k	181.21	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$11M	-4%	148k	74.88	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$11M	+15%	91k	120.96	View chart
Williams Companies (WMB)	0.1	$11M	+5%	182k	60.11	View chart
Spdr Series Trust State Street Spd (SPTI)	0.1	$11M	+6%	378k	28.84	View chart
Valero Energy Corporation (VLO)	0.1	$11M	+5%	66k	162.79	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$11M	+48%	150k	71.45	View chart
Ea Series Trust Morgan Dempsey L (MDLV)	0.1	$11M	+4%	378k	28.37	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$11M	+11%	437k	24.28	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$11M	+10%	116k	91.38	View chart
Lam Research Corp Com New (LRCX)	0.1	$11M	+24%	62k	171.18	View chart
Zoom Communications Cl A (ZM)	0.1	$10M		121k	86.29	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$10M	+7%	249k	41.78	View chart
Texas Instruments Incorporated (TXN)	0.1	$10M	-14%	60k	173.49	View chart
Capital One Financial (COF)	0.1	$10M		43k	242.36	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 Q4 filed Feb. 18, 2026
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

View all past filings

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