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TCW Strategic Income Fund shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of TCW Strategic Income Fund (TSI) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in TCW Strategic Income Fund

Tip: Access up to 7 years of quarterly data

All positions including TCW Strategic Income Fund held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in TCW Strategic Income Fund by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $106k 24k 4.51
2026-03-31 $97k 22k 4.49

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NVIDIA Corporation Call Option (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
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Vanguard Index Fds Mid Cap Etf (VO)
Lennox International (LII)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Alphabet Cap Stk Cl A Call Option (GOOGL)

View all positions for Beacon Pointe Advisors

Top funds holding TCW Strategic Income Fund

Sit Investment Associates
JP Wealth Management
Colony
1607 Capital Partners
TCW Group
Morgan Stanley
Diversified Management
Raymond James Financial
Northside Capital Management
Ameriprise Financial
Hara Capital
National Bank Of Canada /fi/
Rareview Capital
Riverbrige Partners
Noble Wealth Management PBC

View all funds holding TCW Strategic Income Fund