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CIK: 0001744317
Total reported value
$21.5B
$21.5B
1783 檔
11.1%
The Q1 2026 SEC filing reveals that Beacon Pointe Advisors, LLC held a total portfolio value of $21.5B, covering 1783 public equity positions.
In Q1 2026, Beacon Pointe Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 173 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1783 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | +0.32% | +85.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.01% | +27.66% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.43% | -0.05% | +69.43% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.15% | +0.39% | +19.84% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.74% | -0.23% | +31.88% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.74% | -0.04% | +38.15% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.68% | — | +63.63% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.42% | +0.09% | +17.60% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 1.37% | +0.16% | +32.49% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.21% | — | -1.25% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.13% | +0.05% | +33.93% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.14% | +56.93% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.05% | +0.02% | +20.22% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.03% | +0.03% | +84.12% | |
| 15 | LII | Lennox International Inc | Stock-Industrials | 1.02% | +0.09% | -0.13% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.01% | +0.02% | +50.48% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.06% | +33.98% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | — | +20.22% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.01% | +81.83% | |
| 20 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.83% | -0.07% | +8.02% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | -0.33% | +134.65% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | -0.09% | +68.90% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | +0.05% | +18.11% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | — | +34.42% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.22% | +17.36% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.67% | +0.19% | +15.13% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.67% | +0.04% | +4.98% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.66% | -0.02% | +468.82% | |
| 29 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.64% | +0.03% | -2.07% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.63% | -0.07% | +7.86% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.62% | +0.01% | +234.31% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.62% | +0.09% | +24.31% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.10% | +37.56% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | +0.01% | +396.09% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.57% | -0.03% | +79.69% | |
| 36 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.57% | -0.17% | +918.34% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.18% | +27.55% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | -0.01% | +81.95% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.52% | -0.07% | +3.97% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.52% | -0.01% | +64.49% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | -0.01% | +183.59% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.51% | -0.04% | +4.38% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.01% | +60.11% | |
| 44 | DFIC | Dimensional International Co | ETF-Other | 0.49% | -0.04% | +1.44% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.04% | +36.99% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | -0.08% | +196.63% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.45% | -0.07% | +10.53% | |
| 48 | DFAI | Dimensional International Co | ETF-Other | 0.44% | — | +9.46% | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.44% | -0.04% | +3.11% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | +0.12% | +24.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.9% | +85.21% | Add |
| 2 | USMV | Ishares Msci USA Min Vol Fac | +0.5% | +468.82% | Add |
| 3 | IDEV | Ishares Core Msci Dev Mkts | +0.5% | +918.34% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +69.43% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.4% | +396.09% | Add |
| 6 | DASH | Doordash Inc - A | +0.4% | +6135.45% | Add |
| 7 | SCHV | Schwab US Large-cap Value | +0.4% | +234.31% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.4% | +63.63% | Add |
| 9 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +975.61% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.3% | +134.65% | Add |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +183.59% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | +0.3% | +196.63% | Add |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +81.83% | Add |
| 14 | SCHG | Schwab US Large-cap Growth | +0.2% | +84.12% | Add |
| 15 | DBMF | Imgp Dbi Managed Futures Str | +0.2% | +12579.88% | Add |
| 16 | AGG | Ishares Core U.s. Aggregate | +0.2% | +68.90% | Add |
| 17 | MGK | Vanguard Mega Cap Growth ETF | +0.2% | +1247.85% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +79.69% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.2% | +27.55% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | +81.95% | Add |
| 21 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +974.25% | Add |
| 22 | TSCO | Tractor Supply Company | +0.1% | +8129.74% | Add |
| 23 | BND | Vanguard Total Bond Market | +0.1% | +50.48% | Add |
| 24 | CVX | Chevron CORP | +0.1% | +17.36% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | +0.1% | +64.49% | Add |
| 26 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +66.74% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +36.99% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +57.84% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | +106.61% | Add |
| 30 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +323.81% | Add |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +173.92% | Add |
| 32 | PTRB | Pgim Total Return Bond ETF | +0.1% | +456.75% | Add |
| 33 | AMZN | Amazon.com Inc | +0.1% | +56.93% | Add |
| 34 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +96.38% | Add |
| 35 | CMF | Ishares California Muni Bond | +0.1% | +255.51% | Add |
| 36 | MSI | Motorola Solutions Inc | +0.1% | +396.99% | Add |
| 37 | VONE | Vanguard Russell 1000 | +0.1% | +77.26% | Add |
| 38 | PG | Procter & Gamble Co/the | +0.1% | +73.83% | Add |
| 39 | PEP | Pepsico Inc | +0.1% | +68.73% | Add |
| 40 | ABEQ | Absolute Select Value ETF | +0.1% | +89.27% | Add |
| 41 | DELL | Dell Technologies -c | +0.1% | +661.42% | Add |
| 42 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +1403.92% | Add |
| 43 | CAT | Caterpillar Inc | +0.1% | +27.80% | Add |
| 44 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +66.84% | Add |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | +0.1% | +71.65% | Add |
| 46 | SBR | Sabine Royalty Trust | +0.1% | +156.94% | Add |
| 47 | BKNG | Booking Holdings Inc | +0.1% | +382.91% | Add |
| 48 | EW | Edwards Lifesciences CORP | +0.1% | +663.00% | Add |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +641.71% | Add |
| 50 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +2332.72% | Add |
According to official SEC Form 13F filings, Beacon Pointe Advisors, LLC reported a total U.S. public equity portfolio value of $21.5B across 1783 disclosed positions in Q1 2026.
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 VOO, AAPL, IVV) accounted for 11.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
HAWX
市值: $64.3M
Top Position Liquidated / Trimmed
CYBERARK SOFTWARE LTD. CMN
前期市值: $7.4M
During Q1 2026, Beacon Pointe Advisors, LLC's top holdings by market value included VOO (3.4%)、AAPL (2.9%)、IVV (2.4%). The largest single position, VOO, represented 3.4% of total portfolio value.
In Q1 2026, Beacon Pointe Advisors, LLC made 200 total portfolio adjustments, initiating 12 new buys, adding to 173 positions, trimming 14 holdings, and fully liquidating 1 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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