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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 VOO, AAPL, IVV, NVDA, MSFT, and represent 12.62% of Beacon Pointe Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO (+$298M), IVV (+$189M), VEA (+$124M), AAPL (+$118M), USMV (+$104M), IDEV (+$97M), VTI (+$91M), META (+$89M), SCHG (+$89M), IJR (+$88M).
Started 375 new stock positions in CRMD, MLI, HEDJ, BXMT, CLH, HXL, TFLR, CF, JBTM, CLNE.
Reduced shares in these 10 stocks: RSP (-$33M), IWD (-$16M), ECG (-$12M), IWV (-$12M), VTIP (-$9.3M), HPE (-$9.0M), CYBR (-$7.4M), AJG (-$6.6M), GRMN (-$6.6M), MMM (-$6.5M).
Sold out of its positions in ACP, AstraZeneca, AUUDW, AVB, BAX, MUA, BHRB, CVV, CBT, Cadence Bank.
Beacon Pointe Advisors was a net buyer of stock by $4.9B.
Beacon Pointe Advisors has $19B in assets under management (AUM), dropping by 32.61%.
Central Index Key (CIK): 0001744317

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1783 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Beacon Pointe Advisors has 1783 total positions. Only the first 250 positions are shown.

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Download the Beacon Pointe Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.4	$648M	+85%	1.1M	597.55	View chart
Apple (AAPL)	2.9	$544M	+27%	2.1M	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$460M	+69%	704k	653.21	View chart
NVIDIA Corporation Put Option (NVDA)	2.1	$406M	+19%	2.3M	174.40	View chart
Microsoft Corporation (MSFT)	1.7	$330M	+31%	891k	370.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$329M	+38%	1.0M	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$319M	+63%	5.0M	64.08	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$268M	+17%	614k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$258M	+32%	1.3M	196.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$229M		5.9M	38.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$213M	+33%	742k	287.18	View chart
Amazon (AMZN)	1.1	$213M	+56%	1.0M	208.27	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$199M	+20%	7.8M	25.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.0	$195M	+84%	6.7M	29.13	View chart
Lennox International (LII)	1.0	$194M		417k	464.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$191M	+50%	2.6M	73.64	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	1.0	$184M	+33%	641k	287.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.9	$176M	+20%	270k	650.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$171M	+81%	356k	479.20	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.8	$157M	+8%	3.7M	42.22	View chart
Meta Platforms Cl A (META)	0.8	$156M	+134%	272k	572.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$150M	+68%	1.5M	99.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$150M	+18%	351k	426.40	View chart
JPMorgan Chase & Co. (JPM)	0.7	$136M	+34%	462k	294.16	View chart
Chevron Corporation (CVX)	0.7	$127M	+17%	613k	206.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$126M	+15%	219k	577.18	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$126M	+4%	2.8M	45.12	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$126M	+468%	1.4M	92.74	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.6	$121M	-2%	1.1M	111.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$120M	+7%	2.5M	48.05	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$118M	+234%	3.9M	30.50	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.6	$118M	+24%	1.1M	109.69	View chart
Broadcom (AVGO)	0.6	$111M	+37%	358k	309.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$110M	+396%	888k	124.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$109M	+79%	2.0M	54.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$107M	+918%	1.3M	83.57	View chart
Exxon Mobil Corporation (XOM)	0.6	$106M	+27%	622k	169.66	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	0.6	$105M	+81%	367k	286.86	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$98M	+3%	3.7M	26.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$98M	+64%	1.4M	70.18	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$97M	+183%	1.4M	67.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$96M	+4%	1.2M	78.41	View chart
Visa Com Cl A (V)	0.5	$96M	+60%	316k	302.24	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.5	$92M		2.6M	35.53	View chart
Johnson & Johnson (JNJ)	0.5	$90M	+36%	366k	244.44	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$85M	+196%	1.2M	69.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$85M	+10%	1.4M	58.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$84M	+9%	2.1M	38.96	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$83M	+3%	878k	94.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$82M	+24%	379k	215.06	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$80M	+19%	756k	106.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$79M	+42%	878k	90.53	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$79M	-5%	934k	84.84	View chart
Doordash Cl A (DASH)	0.4	$79M	+6135%	526k	150.15	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.4	$78M	+5%	2.2M	35.71	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$78M	+5%	1.5M	51.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$77M	+6%	3.1M	24.75	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$74M	+9%	1.4M	52.78	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$72M	-18%	339k	213.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$72M	+66%	966k	74.35	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$69M	+19%	1.9M	36.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$67M	+975%	349k	191.81	View chart
Caterpillar (CAT)	0.4	$67M	+27%	94k	708.46	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$67M	+4%	1.4M	48.46	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$66M	+15%	640k	103.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$65M	+16%	151k	430.29	View chart
Ishares Tr Msci Acwi Exus (HAWX)	0.3	$64M	NEW	1.6M	40.89	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.3	$64M		1.2M	53.99	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$63M	+29%	566k	111.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$62M	+40%	643k	97.13	View chart
Wal-Mart Stores (WMT)	0.3	$62M	+57%	498k	124.28	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$60M	+2%	1.7M	34.55	View chart
Eli Lilly & Co. Put Option (LLY)	0.3	$57M	+36%	62k	919.77	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$56M	+14%	730k	77.11	View chart
Home Depot (HD)	0.3	$56M	+28%	170k	328.89	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.3	$55M	+5%	1.6M	35.44	View chart
International Business Machines (IBM)	0.3	$55M	+11%	227k	242.39	View chart
Costco Wholesale Corporation (COST)	0.3	$54M	+11%	55k	996.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$54M	-38%	283k	191.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$54M	+14%	1.8M	30.68	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$52M	-18%	141k	370.68	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$52M	+27%	146k	356.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$52M	+3%	172k	302.25	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$51M	+13%	723k	70.91	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$51M	+77%	172k	295.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$49M	+16%	990k	49.89	View chart
Advanced Micro Devices (AMD)	0.3	$49M	+20%	242k	203.43	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.3	$47M		1.1M	41.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$47M	+96%	332k	142.43	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$47M	+6%	954k	49.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$46M	+7%	1.5M	30.96	View chart
Tesla Motors (TSLA)	0.2	$46M	+36%	122k	371.75	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.2	$45M	+9%	753k	59.35	View chart
Merck & Co (MRK)	0.2	$44M	+26%	367k	120.29	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.2	$44M	+7%	918k	47.88	View chart
Abbvie (ABBV)	0.2	$44M	+31%	201k	217.49	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$43M		1.6M	27.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$42M	+9%	160k	261.92	View chart
Philip Morris International (PM)	0.2	$42M	+12%	254k	165.34	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$41M	+66%	880k	46.91	View chart
Procter & Gamble Company (PG)	0.2	$41M	+73%	285k	144.44	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$41M	+11%	385k	106.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$41M	+106%	165k	248.00	View chart
Raytheon Technologies Corp (RTX)	0.2	$41M	+33%	211k	192.90	View chart
Wells Fargo & Company (WFC)	0.2	$41M	+33%	510k	79.61	View chart
Amgen (AMGN)	0.2	$40M	+44%	114k	351.85	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$40M	+49%	709k	56.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$40M	+48%	456k	88.16	View chart
Cisco Systems (CSCO)	0.2	$40M	+28%	512k	77.59	View chart
Palo Alto Networks (PANW)	0.2	$40M	+27%	248k	160.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$40M	+16%	267k	148.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$39M	+15%	348k	113.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$39M	+13%	179k	217.25	View chart
McDonald's Corporation (MCD)	0.2	$38M	+37%	122k	310.79	View chart
Pepsi (PEP)	0.2	$38M	+68%	242k	155.29	View chart
Mastercard Incorporated Cl A (MA)	0.2	$37M	+34%	75k	499.66	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$37M	+15%	1.9M	19.30	View chart
Palantir Technologies Cl A (PLTR)	0.2	$37M	+4%	253k	146.28	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$37M	-2%	454k	80.58	View chart
Pfizer Put Option (PFE)	0.2	$37M	+34%	1.3M	28.08	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$36M	+20%	791k	45.65	View chart
Lockheed Martin Corporation (LMT)	0.2	$36M	+30%	59k	604.39	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$35M	+71%	369k	95.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$35M	+12%	165k	211.15	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$35M	+1247%	95k	367.44	View chart
UnitedHealth Call Option (UNH)	0.2	$34M	+52%	126k	270.59	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$32M	+3%	1.3M	24.39	View chart
Fortinet (FTNT)	0.2	$32M	+4%	395k	81.72	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$32M	+12579%	1.1M	30.15	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.2	$32M	+89%	847k	37.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$32M	+9%	133k	239.99	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$31M	+19%	318k	97.23	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$30M	+22%	1.0M	29.08	View chart
Enterprise Products Partners (EPD)	0.2	$30M	+26%	802k	37.84	View chart
Bank of America Corporation (BAC)	0.2	$30M	+27%	622k	48.75	View chart
Coca-Cola Company (KO)	0.2	$30M	+39%	388k	76.05	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$29M	+21%	159k	184.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$29M	+23%	351k	82.75	View chart
Lowe's Companies (LOW)	0.2	$29M	+84%	121k	236.28	View chart
At&t (T)	0.2	$29M	+9%	986k	28.99	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$29M	-10%	816k	35.04	View chart
American Express Company (AXP)	0.1	$28M	+18%	91k	302.48	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$28M	+35%	1.0M	27.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$27M	+11%	304k	88.70	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$27M	+173%	79k	337.95	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$27M	+974%	183k	144.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$27M	+2%	89k	298.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$26M	-3%	501k	52.56	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$26M	+19%	277k	93.74	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$26M	+9%	359k	71.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$25M	+50%	178k	141.42	View chart
Altria (MO)	0.1	$25M	+7%	380k	65.99	View chart
Chubb (CB)	0.1	$25M	+53%	76k	325.93	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$25M	+10%	310k	79.27	View chart
Walt Disney Company (DIS)	0.1	$24M	+46%	253k	96.38	View chart
Oracle Corporation Call Option (ORCL)	0.1	$24M	+3%	166k	147.11	View chart
Vaneck Etf Trust Gold Miners Etf Call Option (GDX)	0.1	$24M	+14%	264k	91.77	View chart
Glacier Ban (GBCI)	0.1	$24M		542k	44.67	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$24M	-5%	952k	25.10	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$23M	+7%	394k	59.55	View chart
Abbott Laboratories (ABT)	0.1	$23M	-14%	228k	102.67	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.1	$23M	+255%	412k	56.86	View chart
Qualcomm (QCOM)	0.1	$23M	+80%	182k	128.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$23M	+323%	246k	94.24	View chart
Valero Energy Corporation (VLO)	0.1	$23M	+40%	94k	247.08	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$23M	+15%	506k	45.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$23M	+22%	89k	257.35	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$23M	+9%	225k	100.66	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$22M	+5%	388k	57.64	View chart
Tractor Supply Company (TSCO)	0.1	$22M	+8129%	486k	45.30	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$22M	+8%	928k	23.65	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$22M	+2%	657k	33.37	View chart
Dimensional Etf Trust Dimensional Intl (DXIV)	0.1	$22M	+4%	324k	67.54	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$22M	+3%	450k	48.46	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$22M		606k	35.78	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$22M	-11%	814k	26.58	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$22M	+24%	351k	61.26	View chart
Charles Schwab Corporation (SCHW)	0.1	$22M	+58%	229k	93.98	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.1	$21M	+456%	514k	41.51	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$21M		398k	53.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$21M	+9%	617k	33.86	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$21M	-10%	188k	110.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$21M		605k	33.97	View chart
Snowflake Com Shs Call Option (SNOW)	0.1	$20M	+6%	134k	150.82	View chart
salesforce (CRM)	0.1	$20M	+62%	108k	186.67	View chart
Boeing Company (BA)	0.1	$20M	+41%	101k	199.03	View chart
Ge Aerospace Com New (GE)	0.1	$20M	+30%	71k	283.77	View chart
3M Company (MMM)	0.1	$20M	-24%	135k	145.23	View chart
Honeywell International	0.1	$20M	+49%	86k	226.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$19M	+89%	203k	95.44	View chart
Rubrik Cl A (RBRK)	0.1	$19M		392k	48.97	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$19M	+4%	307k	62.45	View chart
Parker-Hannifin Corporation (PH)	0.1	$19M	+16%	21k	895.25	View chart
Enbridge (ENB)	0.1	$19M	+3%	353k	54.14	View chart
Thermo Fisher Scientific (TMO)	0.1	$19M	+100%	39k	491.53	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$19M	+97%	114k	165.70	View chart
United Parcel Svcs CL B (UPS)	0.1	$19M	+35%	188k	98.38	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$18M	+5%	480k	38.42	View chart
Nextera Energy (NEE)	0.1	$18M	+18%	195k	92.88	View chart
Agnico Call Option (AEM)	0.1	$18M	+17%	89k	202.98	View chart
Netflix (NFLX)	0.1	$18M	+36%	186k	96.15	View chart
Uber Technologies (UBER)	0.1	$18M	+77%	248k	71.93	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$18M	+40%	145k	121.19	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$18M	+100%	234k	75.10	View chart
Ge Vernova (GEV)	0.1	$17M	+32%	20k	872.87	View chart
Kinder Morgan (KMI)	0.1	$17M	+13%	517k	33.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$17M	+38%	130k	132.90	View chart
Motorola Solutions Com New (MSI)	0.1	$17M	+396%	39k	433.97	View chart
Lam Research Corp Com New (LRCX)	0.1	$17M	+27%	79k	213.66	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.1	$17M		360k	46.52	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$17M	+156%	222k	75.00	View chart
Citigroup Com New (C)	0.1	$16M	+71%	145k	113.41	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$16M	+120%	383k	42.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$16M	+15%	118k	138.32	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$16M	-19%	199k	80.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$16M	+22%	23k	697.72	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$16M	+50%	175k	91.64	View chart
Automatic Data Processing (ADP)	0.1	$16M	-6%	78k	203.19	View chart
Goldman Sachs (GS)	0.1	$16M	+35%	19k	845.98	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$16M		143k	110.39	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$16M	+22%	22.00	707237.36	View chart
Williams Companies (WMB)	0.1	$16M	+17%	214k	72.78	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$16M	+33%	82k	189.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$15M	+27%	40k	390.41	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$15M	-30%	70k	216.58	View chart
Hershey Company (HSY)	0.1	$15M		73k	207.89	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$15M	+61%	20k	772.65	View chart
Stryker Corporation (SYK)	0.1	$15M	+121%	46k	328.59	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$15M	+11%	220k	68.14	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$15M		379k	39.44	View chart
Bristol Myers Squibb (BMY)	0.1	$15M	+35%	246k	60.65	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$15M	+194%	102k	146.61	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$15M	-9%	63k	236.35	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$15M		576k	25.62	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$15M	+20%	593k	24.70	View chart
Paypal Holdings (PYPL)	0.1	$15M	+133%	322k	45.23	View chart
Booking Holdings (BKNG)	0.1	$14M	+382%	3.4k	4209.91	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$14M	+15%	305k	46.95	View chart
Colgate-Palmolive Company (CL)	0.1	$14M	+80%	167k	85.23	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$14M	+7%	587k	24.24	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$14M	+36%	313k	45.47	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$14M	+27%	188k	75.49	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.1	$14M	-19%	207k	68.35	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$14M	+19%	156k	90.94	View chart
McKesson Corporation (MCK)	0.1	$14M	+6%	16k	865.35	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$14M	+11%	92k	151.41	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$14M	+20%	194k	71.73	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$14M	+113%	68k	205.80	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$14M	+16%	337k	41.09	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$14M	+35%	123k	112.27	View chart

Past Filings by Beacon Pointe Advisors

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

Beacon Pointe Advisors 2026 Q1 filed May 15, 2026
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

View all past filings

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