Beacon Pointe Advisors
$17.8B Assets Reported
1,821 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 1,084,220 | $648M | 3.6% |
| AAPL | APPLE INC | 2,142,646 | $544M | 3.1% |
| IVV | ISHARES TR | 704,106 | $460M | 2.6% |
| MSFT | MICROSOFT CORP | 891,062 | $330M | 1.9% |
| VTI | VANGUARD INDEX FDS | 1,026,467 | $329M | 1.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 4,969,772 | $318M | 1.8% |
| VUG | VANGUARD INDEX FDS | 613,960 | $268M | 1.5% |
| VTV | VANGUARD INDEX FDS | 1,316,904 | $258M | 1.5% |
| DFAC | DIMENSIONAL ETF TRUST | 5,901,121 | $229M | 1.3% |
| VO | VANGUARD INDEX FDS | 742,197 | $213M | 1.2% |
Track Beacon Pointe Advisors's 13F portfolio: $17.8B in reported holdings, 1,821 positions. Top holdings, AUM, and quarterly changes on SentiSense.