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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, NVDA, IVV, VTI, and represent 13.26% of Beacon Pointe Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$273M), VO (+$194M), IWF (+$138M), NVDA (+$82M), VOO (+$63M), QUAL (+$61M), OEF (+$58M), VTV (+$42M), APP (+$34M), MGK (+$33M).
Started 212 new stock positions in CGSM, PDP, EXR, PFFA, FRMI, HGER, RFMZ, UMAY, RPG, SOR.
Reduced shares in these 10 stocks: DASH (-$96M), META (-$48M), AMZN (-$32M), IDEV (-$27M), IEMG (-$22M), Honeywell International (-$20M), IWD (-$19M), IVV (-$15M), VTI (-$14M), AMD (-$13M).
Sold out of its positions in ACMR, ACHC, AEG, AEIS, ALG, ALB, OPTU, ABCB, ACHR, AROC.
Beacon Pointe Advisors was a net buyer of stock by $1.2B.
Beacon Pointe Advisors has $22B in assets under management (AUM), dropping by 13.93%.
Central Index Key (CIK): 0001744317

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Portfolio Holdings for Beacon Pointe Advisors

Beacon Pointe Advisors holds 1868 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Beacon Pointe Advisors has 1868 total positions. Only the first 250 positions are shown.

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Download the Beacon Pointe Advisors June 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)	3.7	$808M	+8%	1.2M	686.81	View chart
Apple (AAPL)	2.9	$624M		2.2M	289.33	View chart
NVIDIA Corporation Call Option (NVDA)	2.5	$548M	+17%	2.7M	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$513M	-2%	685k	748.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$366M	-3%	990k	370.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.7	$361M		5.1M	71.25	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$329M	+14%	1.5M	217.93	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$326M	+516%	3.8M	86.14	View chart
Microsoft Corporation (MSFT)	1.5	$326M		874k	373.02	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.2	$261M		5.9M	44.36	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$254M	+324%	3.2M	80.57	View chart
Lennox International (LII)	1.1	$239M		418k	572.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.1	$230M		7.8M	29.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$228M		6.7M	33.84	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	1.0	$222M	-3%	620k	357.37	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.0	$221M	+15%	3.0M	73.41	View chart
Amazon (AMZN)	1.0	$211M	-13%	885k	238.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	0.9	$200M		268k	746.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$192M	+7%	384k	500.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$185M	+14%	252k	736.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$181M	+315%	1.5M	124.17	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.8	$165M	+4%	3.9M	42.21	View chart
JPMorgan Chase & Co. (JPM)	0.7	$155M	+2%	475k	327.33	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$152M	+10%	1.2M	127.81	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.7	$152M	+4%	2.9M	51.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$151M		1.5M	98.98	View chart
Broadcom Put Option (AVGO)	0.7	$148M	+9%	392k	377.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$144M	+3%	1.1M	128.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$138M	+79%	627k	219.43	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.6	$137M	+4%	1.4M	96.46	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$136M		3.9M	34.81	View chart
Advanced Micro Devices (AMD)	0.6	$128M	-9%	220k	580.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$127M	-3%	854k	148.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$121M		2.5M	48.43	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$119M	+32%	501k	236.62	View chart
Alphabet Cap Stk Cl C Put Option (GOOG)	0.5	$118M	-8%	335k	353.33	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$116M	-3%	1.9M	59.69	View chart
Visa Com Cl A (V)	0.5	$110M		319k	343.06	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$109M	+3%	1.4M	75.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$108M	-2%	1.4M	77.11	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$106M	+40%	2.0M	54.02	View chart
Meta Platforms Cl A (META)	0.5	$105M	-31%	187k	563.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$102M	+6%	1.3M	77.91	View chart
Chevron Corporation (CVX)	0.5	$97M	-4%	586k	165.76	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$97M		3.7M	26.50	View chart
Caterpillar (CAT)	0.4	$97M	-3%	91k	1064.67	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$96M		2.6M	37.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$95M	+12%	987k	96.58	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.4	$94M	+6%	2.3M	41.25	View chart
Johnson & Johnson (JNJ)	0.4	$93M		366k	253.97	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.4	$91M	+5%	2.3M	39.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$88M		3.2M	27.70	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$87M	-23%	980k	89.01	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$86M	+3%	905k	94.52	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$84M	+2%	778k	107.62	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.4	$83M	+5%	2.0M	41.73	View chart
Palo Alto Networks (PANW)	0.4	$83M		243k	341.02	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$83M		926k	89.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$83M	-2%	604k	136.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$82M	+10%	1.1M	76.55	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$82M	-2%	1.4M	58.20	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$79M	-21%	956k	82.84	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.4	$77M		1.5M	51.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$74M	-2%	1.3M	55.01	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$74M	+4%	592k	124.42	View chart
Eli Lilly & Co. Put Option (LLY)	0.3	$74M		61k	1199.43	View chart
Ishares Tr Msci Acwi Exus (HAWX)	0.3	$73M		1.6M	46.50	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$72M		1.8M	40.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$68M	+40%	225k	303.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$65M	-2%	626k	103.88	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$64M	+8%	782k	81.94	View chart
Dimensional Etf Trust Glob Co Plus Etf (DFGP)	0.3	$64M		1.2M	54.46	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$64M	+1043%	174k	365.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$64M		743k	85.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$63M	-22%	262k	242.43	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$63M	-3%	618k	102.16	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$62M		170k	365.70	View chart
Cisco Systems (CSCO)	0.3	$60M		511k	117.46	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.3	$60M	+2%	177k	338.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$60M	+7%	162k	368.38	View chart
Fortinet (FTNT)	0.3	$59M	-3%	381k	153.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$58M	-3%	142k	409.50	View chart
Wal-Mart Stores (WMT)	0.3	$58M	+2%	512k	113.26	View chart
Palantir Technologies Cl A (PLTR)	0.3	$56M	+90%	483k	116.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$56M		1.8M	31.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.3	$56M		338k	164.27	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$55M		1.5M	36.87	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$55M	+4%	1000k	54.63	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$54M	-11%	126k	426.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$54M	+6%	1.1M	50.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$53M	+26%	337k	158.03	View chart
International Business Machines (IBM)	0.2	$53M	-16%	188k	281.21	View chart
Dimensional Etf Trust Dimensional Us (DXUV)	0.2	$52M	+4%	785k	66.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$52M	+29%	917k	56.48	View chart
Costco Wholesale Corporation (COST)	0.2	$50M		54k	935.59	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$50M	+13%	1.0M	47.75	View chart
Abbvie (ABBV)	0.2	$49M	-2%	196k	251.64	View chart
Home Depot (HD)	0.2	$49M	-18%	139k	352.68	View chart
Tesla Motors (TSLA)	0.2	$49M	-4%	117k	420.60	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.2	$49M	+4%	1.2M	41.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$49M	-19%	228k	212.77	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$48M		352k	137.53	View chart
UnitedHealth (UNH)	0.2	$48M	-8%	115k	415.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$48M	+9%	196k	242.99	View chart
Merck & Co (MRK)	0.2	$47M		363k	128.50	View chart
Philip Morris International (PM)	0.2	$46M		252k	180.91	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$46M	-2%	1.5M	30.17	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.2	$45M	+13%	900k	50.39	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$45M		132k	342.83	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$44M	+47%	409k	106.31	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$44M	-4%	839k	51.78	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$42M		1.6M	27.33	View chart
Raytheon Technologies Corp (RTX)	0.2	$42M	+3%	219k	189.73	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$41M	-5%	429k	96.49	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$41M	+395%	469k	87.91	View chart
Wells Fargo & Company (WFC)	0.2	$41M	-3%	490k	82.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$40M	-19%	133k	300.45	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$40M	+210%	1.3M	30.01	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$40M	+7%	2.1M	19.12	View chart
Amgen (AMGN)	0.2	$39M	-5%	108k	362.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$39M		375k	102.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$38M		166k	227.06	View chart
Applovin Corp Com Cl A (APP)	0.2	$38M	+947%	73k	515.23	View chart
Mastercard Incorporated Cl A (MA)	0.2	$37M	-3%	73k	513.59	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$37M	-10%	343k	106.47	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$37M	-3%	76k	477.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$36M	-4%	997k	36.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$36M		323k	110.32	View chart
Snowflake Com Shs (SNOW)	0.2	$35M	+3%	138k	254.50	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.2	$34M	+5%	1.1M	30.61	View chart
Qualcomm (QCOM)	0.2	$34M	+2%	186k	184.79	View chart
Dell Technologies CL C (DELL)	0.2	$34M	-2%	79k	431.33	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$34M	+6%	170k	197.60	View chart
Lam Research Corp Com New (LRCX)	0.2	$33M	-2%	77k	432.92	View chart
Bank of America Corporation (BAC)	0.2	$33M	-5%	585k	56.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.2	$33M	+3%	848k	38.79	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$33M	+123%	262k	124.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$33M	-5%	431k	75.51	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.1	$32M	+24%	751k	42.67	View chart
Pepsi Put Option (PEP)	0.1	$32M	-3%	234k	135.40	View chart
Coca-Cola Company (KO)	0.1	$32M		390k	81.27	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$32M	+7832%	786k	40.13	View chart
Procter & Gamble Company (PG)	0.1	$32M	-24%	215k	146.64	View chart
Rubrik Cl A (RBRK)	0.1	$32M		392k	80.28	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$31M	+8%	380k	82.65	View chart
Unified Ser Tr Abslute Selct Vl (ABEQ)	0.1	$31M		842k	37.20	View chart
Lockheed Martin Corporation (LMT)	0.1	$31M	+3%	61k	509.48	View chart
McDonald's Corporation (MCD)	0.1	$31M	-5%	115k	270.34	View chart
Micron Technology Put Option (MU)	0.1	$31M	-15%	27k	1154.29	View chart
American Express Company (AXP)	0.1	$31M		91k	338.24	View chart
Enterprise Products Partners (EPD)	0.1	$30M	+2%	824k	36.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$30M	+3%	185k	163.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$30M		88k	343.91	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$30M	+7%	1.1M	27.47	View chart
Chubb (CB)	0.1	$30M	+15%	87k	340.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$30M		361k	82.34	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$30M		181k	163.45	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$29M	+5%	94k	305.61	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$29M	-5%	37k	763.15	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$29M	-2%	296k	96.43	View chart
Glacier Ban (GBCI)	0.1	$28M		551k	51.58	View chart
Altria (MO)	0.1	$28M	+3%	393k	71.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$28M	+16%	287k	98.20	View chart
Pfizer Put Option (PFE)	0.1	$28M	-10%	1.2M	24.08	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$28M		651k	42.33	View chart
Intel Corporation (INTC)	0.1	$27M	-4%	195k	139.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$27M		508k	52.41	View chart
Valero Energy Corporation (VLO)	0.1	$26M	+8%	101k	260.44	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$26M	+4%	526k	49.99	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$26M	+38%	532k	49.28	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$26M	+5%	137k	190.52	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$26M	+4%	645k	40.21	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$25M	+3%	321k	79.03	View chart
Ge Aerospace Com New (GE)	0.1	$25M	-4%	68k	373.64	View chart
Lowe's Companies (LOW)	0.1	$25M	-5%	114k	220.51	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$25M		1.3M	18.87	View chart
Boeing Company Call Option (BA)	0.1	$25M	+15%	116k	216.47	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$25M		937k	26.16	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$24M	+4%	411k	58.98	View chart
Servicenow (NOW)	0.1	$24M	+487%	244k	99.28	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$24M	-12%	837k	28.96	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.1	$24M		391k	61.10	View chart
Walt Disney Company (DIS)	0.1	$24M	-3%	246k	96.25	View chart
Oracle Corporation (ORCL)	0.1	$23M	-3%	160k	146.55	View chart
Dimensional Etf Trust Intl Vec Equ Etf (DXIV)	0.1	$23M	+3%	335k	70.00	View chart
United Parcel Svcs CL B (UPS)	0.1	$23M	+15%	218k	107.50	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	0.1	$23M	+9%	560k	41.46	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$23M	+14%	131k	176.65	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$23M	+17%	275k	83.75	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$22M		386k	57.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$22M		604k	36.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$22M	+700%	184k	119.52	View chart
Ge Vernova (GEV)	0.1	$22M	-6%	19k	1174.32	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$21M	+85%	244k	87.88	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$21M		443k	48.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$21M	+11%	226k	94.57	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$21M		475k	44.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$21M		301k	69.90	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$21M		146k	142.39	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$21M	+24%	32k	655.90	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$21M	+13%	177k	117.06	View chart
Applied Materials (AMAT)	0.1	$21M	-7%	29k	721.34	View chart
Netflix (NFLX)	0.1	$21M	+54%	287k	71.40	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$20M	+3435%	401k	50.66	View chart
3M Company (MMM)	0.1	$20M	-7%	125k	161.91	View chart
Charles Schwab Corporation (SCHW)	0.1	$20M	-4%	218k	92.27	View chart
At&t (T)	0.1	$20M		972k	20.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$20M	-3%	67k	297.93	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$20M	-13%	195k	100.67	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$20M	-4%	179k	109.43	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.1	$19M	+3357%	31k	623.70	View chart
Parker-Hannifin Corporation (PH)	0.1	$19M	-7%	20k	978.13	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.1	$19M	-18%	665k	28.97	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$19M	+18%	26.00	739230.19	View chart
Enbridge (ENB)	0.1	$19M		354k	54.21	View chart
Ea Series Trust Alpha Architect (AAEQ)	0.1	$19M		360k	53.19	View chart
Thermo Fisher Scientific (TMO)	0.1	$19M	-2%	38k	501.36	View chart
Citigroup Com New (C)	0.1	$19M	-6%	135k	139.94	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$19M	+8%	340k	54.69	View chart
Goldman Sachs (GS)	0.1	$19M	-2%	18k	1011.11	View chart
Sabine Rty Tr Unit Ben Int (SBR)	0.1	$19M	+13%	252k	73.20	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$18M	+33%	269k	68.41	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$18M		117k	156.95	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$18M	+13%	221k	82.34	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$18M	+18%	449k	40.13	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$18M	+8%	134k	132.24	View chart
Nextera Energy (NEE)	0.1	$18M	+3%	202k	87.77	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$17M	+41%	347k	50.23	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.1	$17M	+9%	651k	26.66	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$17M	+3%	70k	246.21	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$17M	-14%	226k	75.45	View chart
Kinder Morgan (KMI)	0.1	$17M	+2%	531k	31.97	View chart
Abbott Laboratories (ABT)	0.1	$17M	-18%	187k	90.75	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.1	$17M		188k	89.14	View chart
Automatic Data Processing (ADP)	0.1	$17M	-4%	75k	223.95	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$17M	-3%	61k	273.63	View chart
Williams Companies (WMB)	0.1	$16M	+3%	221k	74.34	View chart
Uber Technologies (UBER)	0.1	$16M	-9%	225k	72.16	View chart
salesforce (CRM)	0.1	$16M	-5%	102k	156.66	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$16M		342k	46.63	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$16M	-2%	217k	72.28	View chart
Booking Holdings (BKNG)	0.1	$16M	+2466%	88k	178.24	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$16M	-3%	68k	229.57	View chart
Motorola Solutions Com New (MSI)	0.1	$16M	-4%	38k	415.29	View chart
Corning Incorporated (GLW)	0.1	$16M	-11%	61k	255.26	View chart
McKesson Corporation (MCK)	0.1	$15M	+26%	20k	755.60	View chart
Emerson Electric (EMR)	0.1	$15M	+6%	107k	143.15	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$15M	+3%	441k	34.12	View chart
Ea Series Trust Morg Dem Lar Etf (MDLV)	0.1	$15M	+9%	490k	30.71	View chart
Tractor Supply Company (TSCO)	0.1	$15M	-2%	473k	31.61	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 Q2 filed Aug. 18, 2026
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

View all past filings

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