Beacon Pointe Advisors, LLC
CIK 1744317
13F filing for Q2 2026・No. 358
- Holdings
- US$21.55B
- Quarter change
- +US$2.64B
- Entries
- 1,916
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
1,868 stocks worth US$21.48B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | — | 1,176,174 | US$807.81M | 3.76% |
| AAPLAppleCOM | — | 2,155,331 | US$623.61M | 2.90% |
| NVDANvidiaCOM | — | 2,578,864 | US$516M | 2.40% |
| IVVISHARES TRCORE S&P500 ETF | — | 684,738 | US$512.79M | 2.39% |
| VANGUARD INDEX FDSTOTAL STK MKT | — | 989,592 | US$366.19M | 1.70% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | — | 5,066,216 | US$360.97M | 1.68% |
| VANGUARD INDEX FDSVALUE ETF | — | 1,508,278 | US$328.7M | 1.53% |
| VUGVANGUARD INDEX FDSGROWTH ETF | — | 3,787,752 | US$326.28M | 1.52% |
| MSFTMicrosoftCOM | — | 874,315 | US$326.14M | 1.52% |
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | — | 5,886,102 | US$261.11M | 1.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 18, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.