How many stocks does Beacon Pointe Advisors, LLC own?

As of Q1 2026, Beacon Pointe Advisors, LLC holds 1,833 positions in their 13F portfolio.

What is Beacon Pointe Advisors, LLC's largest holding?

VOO at 3.4% of portfolio, worth $647.9M.

What is Beacon Pointe Advisors, LLC's total portfolio value?

$18.9B as of Q1 2026, tracked across 1,833 holdings.

Is Beacon Pointe Advisors, LLC a hedge fund?

Beacon Pointe Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Beacon Pointe Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Beacon Pointe Advisors, LLC's portfolio changed in Q1 2026?

View Beacon Pointe Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Beacon Pointe Advisors, LLC's investment strategy?

Beacon Pointe Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Beacon Pointe Advisors, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

Beacon Pointe Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$18.9B

AUM

1,833

Positions

Q1 2026

Filing

Rating · 2.5

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New7%Increased87%Decreased5%Exited1%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 3.3 years

<1Q12%1-4Q17%1-2Y5%2Y+66%

Q1 2026 Summary

Active quarter - 375 new positions, 52 exits, 1107 increased. Top move: VOO (INCREASED, conviction 90). Portfolio: $18.9B across 1833 positions.

Portfolio Allocation

Top holdings by portfolio weight

VOO3.43%

AAPL2.88%

IVV2.43%

NVDA2.14%

MSFT1.74%

VTI1.74%

VEA1.68%

VUG1.42%

VTV1.37%

DFAC1.21%

Other1.13%

Sector Breakdown

Portfolio allocation by GICS sector

Unknown63.68%

Technology11.42%

Financial Services5.02%

Industrials3.80%

Consumer Cyclical3.53%

Healthcare3.16%

Communication Services2.92%

Energy2.59%

Consumer Defensive2.19%

Basic Materials0.73%

Other0.97%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

CUE1Q held

CUE BIOPHARMA INC

Avg $0.30 · $227,100 est. P&L

Est. P&L

+7570.00%

CLIR1Q held

CLEARSIGN TECHNOLOGIES CORP

Avg $0.55 · $113,040 est. P&L

Est. P&L

+756.36%

STX20Q held

SEAGATE TECHNOLOGY HLDNGS PL

Avg $127.77 · $6.2M est. P&L

Est. P&L

+522.58%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings1,833 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VOO ETF VANGUARD INDEX FDS	1.1M	$647.9M	3.4%	—	$512.39	+32.60%	30 qtrssince 2018-Q4	Increased 90
AAPL APPLE INC	2.1M	$543.8M	2.9%	—	$183.20	+63.88%	30 qtrssince 2018-Q4	Increased 67
IVV ETF ISHARES TR	704,106	$459.9M	2.4%	—	$562.24	+32.05%	30 qtrssince 2018-Q4	Increased 80
NVDA NVIDIA CORPORATION	2.3M	$405.6M	2.1%	—	$128.19	+79.55%	30 qtrssince 2018-Q4	Increased 63
MSFT MICROSOFT CORP	891,062	$329.8M	1.7%	—	$345.88	+23.53%	30 qtrssince 2018-Q4	Increased 62
VTI ETF VANGUARD INDEX FDS	1M	$329.3M	1.7%	—	$295.20	+22.88%	30 qtrssince 2018-Q4	Increased 64
VEA ETF VANGUARD TAX-MANAGED FDS	5M	$318.5M	1.7%	—	$57.91	+19.28%	30 qtrssince 2018-Q4	Increased 71
VUG ETF VANGUARD INDEX FDS	613,960	$268.2M	1.4%	—	$366.02	-76.11%	30 qtrssince 2018-Q4	Increased 57
VTV ETF VANGUARD INDEX FDS	1.3M	$258.4M	1.4%	—	$158.38	+30.49%	30 qtrssince 2018-Q4	Increased 62
DFAC ETF DIMENSIONAL ETF TRUST	5.9M	$229.3M	1.2%	—	$36.37	+18.16%	20 qtrssince 2021-Q2	Decreased 0
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