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Ea Series Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ea Series Trust (AAEQ) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $18M 360k 49.33

More positions owned by Beacon Pointe Advisors

Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

Top funds holding Ea Series Trust

Cache Advisors
Everest Management Corp.
Beacon Pointe Advisors
Truepoint
Ethos Financial Group
Seed Wealth Management
Meredith Wealth Planning
Ledyard National Bank
Revolve Wealth Partners
Twin Peaks Wealth Advisors
Loring Wolcott Coolidge Fa
Frank. Day
Summit Wealth & Retirement Planning
Soundwatch Capital
Fidelity D & D Bancorp

View all funds holding Ea Series Trust