DOSSIER · 13F-HR · Q1 2026

Beacon Pointe Advisors, LLC

Beacon Pointe's holding co. based in New York, NY — $18.9B in tracked AUM across 1,833 positions as of Q1 2026.

BP

Beacon Pointe·New York, NY·Holding Co.

CIK 0001744317 · last filed Mar 31, 2026

Total AUM

$18.9B

▲ 11.2%

vs prior

Holdings

1,833

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

Top sector

Tech

17% weight

concentration

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.

#HoldingValueSharesWeight

01

VANGUARD INDEX FDS

$648M1.1M3.4%

02

APPLE INC

$544M2.1M2.9%

03

ISHARES TR

$460M704K2.4%

04

NVIDIA CORPORATION

$406M2.3M2.1%

05

MICROSOFT CORP

$330M891K1.7%

06

VANGUARD INDEX FDS

$329M1.0M1.7%

07

VANGUARD TAX-MANAGED FDS

$318M5.0M1.7%

08

VANGUARD INDEX FDS

$268M614K1.4%

09

VANGUARD INDEX FDS

$258M1.3M1.4%

10

DIMENSIONAL ETF TRUST

$229M5.9M1.2%

Filing history

Filing history loading…