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CIK: 0001744317
Total reported value
$21.5B
$21.5B
1460 檔
8.3%
As reported in its official Q4 2025 Form 13F filing, Beacon Pointe Advisors, LLC's tracked investment portfolio stood at $21.5B with 1460 total positions.
In Q4 2025, Beacon Pointe Advisors, LLC displayed an active expansion posture, initiating 18 new positions and adding to 149 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1460 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.01% | +9.21% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.57% | +0.32% | +13.13% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.54% | +0.39% | +7.49% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.23% | +6.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.00% | -0.05% | +6.47% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 1.79% | +0.09% | +10.30% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.75% | -0.04% | +48.65% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.66% | — | +6.33% | |
| 9 | LII | Lennox International Inc | Stock-Industrials | 1.42% | +0.09% | -0.16% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 1.33% | +0.16% | +21.65% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | — | +23.31% | |
| 12 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.22% | +0.02% | +7.75% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.13% | +0.05% | +0.28% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.07% | — | +4.74% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.14% | +15.51% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.06% | +3.30% | |
| 17 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.03% | -0.07% | +401.70% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.99% | +0.05% | -5.46% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.90% | +0.02% | +27.87% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.88% | +0.04% | +418.79% | |
| 21 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.87% | +0.03% | +1.27% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.83% | +0.03% | -0.10% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.19% | -2.67% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.78% | -0.07% | +244.12% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | +7.97% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.74% | +0.09% | +9.16% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | -0.01% | +15.08% | |
| 28 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.66% | -0.07% | +839.03% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.65% | -0.04% | +6.31% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.10% | +11.23% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.09% | +14.89% | |
| 32 | DFIC | Dimensional International Co | ETF-Other | 0.62% | -0.04% | +7.36% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | -0.07% | +176.74% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.61% | -0.09% | +78.35% | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.57% | -0.04% | +7.34% | |
| 36 | MBB | Ishares Mbs ETF | ETF-Other | 0.57% | -0.04% | +1599.55% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.22% | +10.79% | |
| 38 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.54% | -0.07% | +7.12% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.33% | -2.82% | |
| 40 | DFAI | Dimensional International Co | ETF-Other | 0.52% | — | +573.57% | |
| 41 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.52% | -0.05% | +1629.62% | |
| 42 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | +12.05% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.50% | — | +4.45% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | +0.01% | +1.12% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.48% | -0.03% | +7.98% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.47% | -0.03% | +1265.24% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | +0.12% | +10.97% | |
| 48 | DFIV | Dimensional International Va | ETF-Other | 0.45% | +0.10% | +72.26% | |
| 49 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 0.45% | -0.04% | +4.41% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.01% | +2.72% |
According to official SEC Form 13F filings, Beacon Pointe Advisors, LLC reported a total U.S. public equity portfolio value of $21.5B across 1460 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, VOO, NVDA) accounted for 8.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
DXUV
市值: $40.9M
Top Position Liquidated / Trimmed
GNTYUSD
前期市值: $11.1M
During Q4 2025, Beacon Pointe Advisors, LLC's top holdings by market value included AAPL (3.2%)、VOO (2.6%)、NVDA (2.5%). The largest single position, AAPL, represented 3.2% of total portfolio value.
In Q4 2025, Beacon Pointe Advisors, LLC made 200 total portfolio adjustments, initiating 18 new buys, adding to 149 positions, trimming 29 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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