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Beacon Pointe Advisors, LLC - Portfolio Stock Holdings

Beacon Pointe Advisors, LLC disclosed 1824 stock positions in a recent SEC 13F filing. $18,191,397,945 of stock holdings were filed, with the largest holdings including VOO, AAPL, and IVV. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $54,872,534,714 and has 780 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

1824

Est. Stock Holding Value:

$18,191,397,945

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Beacon Pointe Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Beacon Pointe Advisors, LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.