Beacon Pointe Advisors, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings1,504 positions
APPLE INC | 1.7M | $454.6M | 3.2% | $157.71 | +71.91% | 29 qtrssince 2018-Q4 | Increased 63 |
VANGUARD INDEX FDS | 585,411 | $367.1M | 2.6% | $410.52 | +51.45% | 29 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORPORATION | 1.9M | $361.9M | 2.5% | $35.50 | +424.19% | 29 qtrssince 2018-Q4 | Increased 57 |
MICROSOFT CORP | 675,655 | $326.8M | 2.3% | $323.32 | +48.64% | 29 qtrssince 2018-Q4 | Increased 57 |
ISHARES TR | 415,572 | $284.6M | 2.0% | $473.71 | +43.41% | 29 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 522,057 | $254.7M | 1.8% | $58.05 | +39.63% | 29 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 742,991 | $249.1M | 1.7% | $276.55 | +20.20% | 29 qtrssince 2018-Q4 | Increased 67 |
DIMENSIONAL ETF TRUST | 6M | $236.6M | 1.7% | $36.11 | +8.86% | 19 qtrssince 2021-Q2 | Increased 52 |
LENNOX INTL INC | 417,964 | $203M | 1.4% | $598.02 | -19.54% | 5 qtrssince 2024-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 993,992 | $189.8M | 1.3% | $140.39 | +34.01% | 29 qtrssince 2018-Q4 | Increased 58 |
VANGUARD TAX-MANAGED FDS | 3M | $189.7M | 1.3% | $51.92 | +19.19% | 29 qtrssince 2018-Q4 | Increased 58 |
SCHWAB STRATEGIC TR | 6.5M | $173.9M | 1.2% | $15.91 | +68.19% | 29 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 554,178 | $160.8M | 1.1% | $51.38 | +40.23% | 28 qtrssince 2019-Q1 | Increased 48 |
STATE STR SPDR S&P 500 ETF T | 224,073 | $152.8M | 1.1% | $510.56 | +32.53% | 29 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 650,162 | $150.1M | 1.1% | $164.77 | +40.08% | 29 qtrssince 2018-Q4 | Increased 55 |
DIMENSIONAL ETF TRUST | 3.4M | $146.4M | 1.0% | $40.52 | +2.08% | 13 qtrssince 2022-Q4 | Increased 77 |
ALPHABET INC | 464,025 | $145.2M | 1.0% | $139.31 | +124.24% | 29 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 297,250 | $140.7M | 1.0% | $77.14 | +52.97% | 29 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD BD INDEX FDS | 1.7M | $127.9M | 0.9% | $68.08 | +5.55% | 29 qtrssince 2018-Q4 | Increased 53 |
DIMENSIONAL ETF TRUST | 2.7M | $124.9M | 0.9% | $45.23 | +2.73% | 16 qtrssince 2022-Q1 | Increased 69 |
Beacon Pointe Advisors, LLC manages $14.3B across 1504 positions as of Q4 2025. Top holdings: AAPL (3.2%), VOO (2.6%), NVDA (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 189 new positions, 65 exits, 821 increased. Top move: DFCF (INCREASED, conviction 77). Portfolio: $14.3B across 1504 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