Beacon Pointe Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$11.8B
Signature - Title
Catherine Prentice - Director, Compliance
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Beacon Pointe Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beacon Pointe Advisors, LLC reported 1335 stock holdings with total value $11.8B as of Q3 2025. Top holdings included AAPL, NVDA, MSFT, VOO, and IVV.

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Holdings Value

List of Other Managers Reporting for Beacon Pointe Advisors, LLC:

Name Holdings Value Location File Number
Fred Alger Management, Llc $25.7B New York, NY 028-00869
Loomis Sayles & Co L P $83.8B Boston, MA 028-00398
Sei Investments Co $93B Oaks, PA 028-16454
Fiduciary Management Inc /Wi/ $9.88B Milwaukee, WI 028-01526
Gamco Investors, Inc. Et Al $10.3B Greenwich, CT 028-01887
Anchor Capital Advisors Llc $3.46B Boston, MA 028-01880
Wasatch Advisors Lp $18.6B Salt Lake City, UT 028-01286
Gardner Russo & Quinn Llc $9.33B Lancaster, PA 028-02635
Aristotle Capital Management, LLC $51.8B Los Angeles, CA 028-02634
Congress Asset Management Co $15B Boston, MA 028-03434
Parametric Portfolio Associates Llc Seattle, WA 028-04558
Kayne Anderson Capital Advisors Lp $4.53B Los Angeles, CA 028-05066
Shelton Capital Management $4.67B Denver, CO 028-05709
Segall Bryant & Hamill, Llc $7.51B Chicago, IL 028-03381
City National Rochdale, Llc New York, NY 028-05392
Vaughan Nelson Investment Management, L.P. $11B Houston, TX 028-05840
Polen Capital Management Llc $30.8B Boca Raton, FL 028-03687
Davis Selected Advisers $19.2B Tucson, AZ 028-04121
Morgan Dempsey Capital Management Llc $225M Menomonee Falls, WI 028-06620
Natixis Investment Managers, LLC Boston, MA 028-06808
Schafer Cullen Capital Management Inc $491M New York, NY 028-04691
Provident Investment Management, Inc. $1.13B Novi, MI 028-13006
Zacks Investment Management $12.6B Chicago, IL 028-04587
Alta Capital Management Llc/ $1.8B Salt Lake City, UT 028-05119
Earnest Partners Llc $23.1B Atlanta, GA 028-05269
Jensen Investment Management Inc $8.06B Lake Oswego, OR 028-03495
Riverbridge Partners Llc $5.93B Minneapolis, MN 028-05655
Ami Investment Management Inc $431M Kendallville, IN 028-10180
Davidson Investment Advisors $2.36B Great Falls, MT 028-10301
Causeway Capital Management Llc $7.57B Los Angeles, CA 028-11728
Westfield Capital Management Co Lp $23.8B Boston, MA 028-10220
Diamond Hill Capital Management Inc $21.1B Columbus, OH 028-10648
Silvercrest Asset Management Group Llc $15.1B New York, NY 028-10472
London Co Of Virginia $18.1B Richmond, VA 028-10665
Skylands Capital, LLC $723M Milwaukee, WI 028-10937
Ziegler Capital Management, LLC $2.58B Chicago, IL 028-10982
Stack Financial Management, Inc $1.21B Whitefish, MT 028-11071
Sterling Capital Management LLC $6.83B Charlotte, NC 028-11465
River Road Asset Management, LLC $8.93B Louisville, KY 028-11487
Brown Advisory Inc $76.8B Baltimore, MD 028-13997
Coho Partners, Ltd. $779M Berwyn, PA 028-11563
Aperio Group, LLC Sausalito, CA 028-11964
Envestnet Asset Management Inc $348B Chicago, IL 028-13411
Mar Vista Investment Partners Llc $1.15B Los Angeles, CA 028-13243
Dana Investment Advisors, Inc. $3.41B Waukesha, WI 028-13023
Confluence Investment Management Llc $7.01B St. Louis, MO 028-13334
Reynders McVeigh Capital Management, LLC $2.13B Boston, MA 028-13671
Neuberger Berman Group LLC $137B New York, NY 028-13573
Saratoga Research & Investment Management $1.92B Saratoga, CA 028-13757
St. James Investment Company, LLC $637M Southlake, TX 028-14071
ACR Alpine Capital Research, LLC $5.85B St. Louis, MO 028-14059
Raub Brock Capital Management LP $465M Larkspur, CA 028-15157
Swan Capital Management, LLC Durango, CO 028-16131
Wakefield Asset Management LLLP $366M Englewood, CO 028-18951
Bristol Gate Capital Partners Inc. $1.69B Toronto, Ontario, Canada 028-16982
55 I, Llc Boston, MA 028-19649
Dundas Partners LLP $1.42B Edinburgh, United Kingdom 028-18806
Edge Capital Group, LLC $1.62B Atlanta, GA 028-19385
Ethic Inc. $6.08B New York, NY 028-19978
Belmont Capital, LLC $657M Los Angeles, CA 028-19653
F/M Investments LLC $2.59B Washington, DC 028-20863
Nixon Capital, LLC $329M Austin, TX 028-20945
Riverwater Partners LLC $241M Milwaukee, WI 028-21541
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 1,335 $11.8B +$2.64B -$1.05B +$1.59B AAPL, NVDA, MSFT, VOO, IVV 13F-HR 11/13/2025, 07:31 PM
Q2 2025 1,224 $9.57B +$348M -$357M -$9.85M VOO, AAPL, NVDA, MSFT, LII 13F-HR 8/13/2025, 01:08 PM
Q1 2025 1,188 $8.89B +$499M -$396M +$103M AAPL, VOO, LII, MSFT, NVDA 13F-HR 5/13/2025, 12:13 PM
Q4 2024 1,182 $9.01B +$999M -$385M +$614M AAPL, VOO, LII, NVDA, MSFT 13F-HR 2/14/2025, 03:32 PM
Q3 2024 1,200 $8.66B +$217M -$427M -$210M AAPL, VOO, NVDA, MSFT, VO 13F-HR 11/14/2024, 01:58 PM
Q2 2024 1,238 $8.44B +$427M -$875M -$448M AAPL, NVDA, MSFT, VOO, IVV 13F-HR 8/12/2024, 04:14 PM
Q1 2024 1,323 $8.98B +$460M -$441M +$18.7M AAPL, LII, MSFT, VOO, NVDA 13F-HR 5/14/2024, 12:29 PM
Q4 2023 1,293 $8.34B +$527M -$990M -$463M AAPL, LII, MSFT, VOO, IVV 13F-HR 2/8/2024, 01:56 PM
Q3 2023 1,312 $8.01B +$2.26B -$118M +$2.14B AAPL, VOO, MSFT, VO, IVV 13F-HR 11/14/2023, 01:54 PM
Q2 2023 1,066 $6.1B +$520M -$624M -$105M AAPL, VOO, MSFT, VO, IVV 13F-HR 8/11/2023, 07:44 PM
Q1 2023 1,140 $5.87B +$634M -$217M +$417M AAPL, VOO, MSFT, VTV, SCHX 13F-HR 5/12/2023, 04:31 PM
Q4 2022 1,060 $5.16B +$529M -$177M +$352M VOO, AAPL, MSFT, VTV, IVV 13F-HR 2/14/2023, 11:12 AM
Q3 2022 994 $4.47B +$288M -$222M +$65.8M AAPL, VOO, MSFT, IVV, SCHX 13F-HR 11/9/2022, 02:58 PM
Q2 2022 1,037 $4.74B +$175M -$1.6B -$1.43B VOO, AAPL, MSFT, IVV, SCHX 13F-HR 8/11/2022, 04:58 PM
Q1 2022 1,181 $7.29B +$3.8B -$134M +$3.66B VOO, AAPL, MSFT, VO, IVV 13F-HR 5/16/2022, 05:39 PM
Q4 2021 921 $3.84B +$435M -$984M -$548M VOO, AAPL, IVV, VO, MSFT 13F-HR 2/14/2022, 03:01 PM
Q3 2021 896 $4.05B +$1.48B -$208M +$1.27B AAPL, VOO, MSFT, VO, VTI 13F-HR 11/15/2021, 02:49 PM
Q2 2021 824 $2.82B +$1.19B -$81.3M +$1.1B VOO, AAPL, VO, MGK, MGV 13F-HR 8/16/2021, 08:45 PM
Q1 2021 523 $1.63B +$268M -$154M +$114M VOO, VO, IVV, META, AAPL 13F-HR 5/17/2021, 05:51 PM
Q4 2020 507 $1.46B +$368M -$48.4M +$320M VOO, AAPL, VO, IVV, IWF 13F-HR 2/12/2021, 05:03 PM
Q3 2020 400 $1.03B +$145M -$137M +$8.3M VOO, IVV, AAPL, IWF, SCHX 13F-HR 11/16/2020, 03:26 PM
Q2 2020 398 $998M +$322M -$58.2M +$264M AAPL, VOO, IVV, SCHX, VO 13F-HR 8/14/2020, 02:54 PM
Q1 2020 294 $628M +$384M -$20.5M +$364M IVV, VOO, JPST, VEA, PULS 13F-HR 5/15/2020, 04:48 PM
Q4 2019 217 $323M +$87.7M -$13.3M +$74.3M AAPL, VOO, IJH, IVV, VEA 13F-HR 2/14/2020, 03:56 PM
Q3 2019 172 $232M +$12.4M -$58.6M -$46.2M VOO, IJH, IVV, VEA, IJR 13F-HR 11/14/2019, 02:35 PM
Q2 2019 201 $274M +$68.3M -$70.1M -$1.87M AAPL, VOO, IJH, IVV, VEA 13F-HR 8/14/2019, 03:13 PM
Q1 2019 179 $267M +$92.3M -$10.4M +$81.9M AAPL, VOO, BRKB, IJH, IVV 13F-HR 5/14/2019, 03:51 PM
Q4 2018 158 $165M $0 $0 AAPL, VOO, IJH, SPY, IVV 13F-HR 2/1/2019, 05:03 PM