AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Beacon Pointe Advisors, LLC
Report Period: Q3 2025 (Report Date: September 30, 2025) Total Portfolio Value: $11.81 Billion Holdings: 1,378
1. Portfolio Overview
Beacon Pointe Advisors manages a substantial $11.81 billion portfolio distributed across 1,378 holdings, reflecting a highly diversified investment approach. The firm experienced significant growth during the quarter, with total assets under management (AUM) increasing by 2...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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