Beacon Pointe Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
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 $543M 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.
Holdings Value

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

Name Holdings Value Location File Number
Beacon Pointe Advisors, LLC $9.01B Newport Beach, CA 028-19009
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2020 0 13F-NT 5/15/2020, 04:48 PM
Q4 2019 271 $543M +$76.5M -$40.1M +$36.5M IVV, VOO, JPST, PULS, IEFA 13F-HR 2/14/2020, 03:58 PM
Q3 2019 257 $475M +$64.9M -$65.1M -$150K IVV, JPST, VOO, PULS, VEA 13F-HR 11/14/2019, 02:43 PM
Q2 2019 264 $473M +$30.3M -$8.17M +$22.2M IVV, JPST, PULS, VEA, IWB 13F-HR 8/14/2019, 02:04 PM
Q1 2019 258 $438M +$141M -$12.3M +$129M IVV, JPST, PULS, VEA, IWB 13F-HR 5/14/2019, 03:52 PM
Q4 2018 220 $277M $0 $0 IVV, IWB, IWF, VYM, PPBI 13F-HR 2/1/2019, 05:00 PM