13F Filings History of Beacon Pointe Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
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 Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beacon Pointe Wealth Advisors, LLC reported 271 stock holdings with total value $542,938,000 as of Q4 2019. Top holdings included IVV, VOO, JPST, PULS, and IEFA. Beacon Pointe Advisors, LLC is reporting for Beacon Pointe Wealth Advisors, LLC.

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Holdings Value

Beacon Pointe Advisors, LLC is reporting for Beacon Pointe Wealth Advisors, LLC:

Name Holdings Value Location File Number
Beacon Pointe Advisors, LLC $14,228,458,194 Newport Beach, CA 028-19009
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2020 0 $0 13F-NT 15 May 2020, 16:48
Q4 2019 271 $542,938,000 +$76,524,443 -$40,073,843 +$36,450,600 IVV, VOO, JPST, PULS, IEFA 13F-HR 14 Feb 2020, 15:58
Q3 2019 257 $474,893,000 +$64,929,844 -$65,079,463 -$149,619 IVV, JPST, VOO, PULS, VEA 13F-HR 14 Nov 2019, 14:43
Q2 2019 264 $473,138,000 +$30,340,520 -$8,172,691 +$22,167,829 IVV, JPST, PULS, VEA, IWB 13F-HR 14 Aug 2019, 14:04
Q1 2019 258 $438,215,000 +$140,797,035 -$12,276,024 +$128,521,011 IVV, JPST, PULS, VEA, IWB 13F-HR 14 May 2019, 15:52
Q4 2018 220 $277,063,000 $0 $0 $0 IVV, IWB, IWF, VYM, PPBI 13F-HR 01 Feb 2019, 17:00