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Advisors Ser Tr shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Advisors Ser Tr (GKAT) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $217k 5.3k 40.86

More positions owned by Beacon Pointe Advisors

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

View all positions for Beacon Pointe Advisors

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Roehl & Yi Investment Advisors
Jane Street
We Are One Seven
Beacon Pointe Advisors

View all funds holding Advisors Ser Tr