Beacon Pointe Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,916 positions
VANGUARD INDEX FDS | 1.2M | $807.8M | 3.7% | — | — | — | Increased 63 |
APPLE INC | 2.2M | $623.6M | 2.9% | — | — | — | Increased 54 |
NVIDIA CORPORATION | 2.6M | $516M | 2.4% | — | — | — | Increased 60 |
ISHARES TR | 684,738 | $512.8M | 2.4% | — | — | — | Decreased 0 |
VANGUARD INDEX FDS | 989,592 | $366.2M | 1.7% | — | — | — | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 5.1M | $361M | 1.7% | — | — | — | Increased 50 |
VANGUARD INDEX FDS | 1.5M | $328.7M | 1.5% | — | — | — | Increased 56 |
VANGUARD INDEX FDS | 3.8M | $326.3M | 1.5% | — | — | — | Increased 79 |
MICROSOFT CORP | 874,315 | $326.1M | 1.5% | — | — | — | Decreased 0 |
DIMENSIONAL ETF TRUST | 5.9M | $261.1M | 1.2% | — | — | — | Decreased 0 |
VANGUARD INDEX FDS | 3.2M | $254.1M | 1.2% | — | — | — | Increased 78 |
LENNOX INTL INC | 417,517 | $239.2M | 1.1% | — | — | — | Increased 48 |
SCHWAB STRATEGIC TR | 7.8M | $229.9M | 1.1% | — | — | — | Increased 48 |
SCHWAB STRATEGIC TR | 6.7M | $228.2M | 1.1% | — | — | — | Increased 48 |
VANGUARD BD INDEX FDS | 3M | $221M | 1.0% | — | — | — | Increased 56 |
ALPHABET INC | 608,734 | $217.5M | 1.0% | $158.73 | +108.31% | 31 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 885,351 | $211M | 1.0% | — | — | — | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 265,392 | $198.2M | 0.9% | — | — | — | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 384,143 | $192.2M | 0.9% | — | — | — | Increased 46 |
INVESCO QQQ TR | 251,670 | $185.3M | 0.9% | — | — | — | Increased 49 |
Beacon Pointe Advisors, LLC manages $21.5B across 1916 positions as of Q2 2026. Top holdings: VOO (3.7%), AAPL (2.9%), NVDA (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 212 new positions, 127 exits, 763 increased. Top move: VUG (INCREASED, conviction 79). Portfolio: $21.5B across 1916 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR