account_balance
Investment manager · 13F filer · SEC CIK 1744317
Beacon Pointe Advisors, LLC
Reported value$21.5Bas of Jun 30, 2026
Positions1,868 212 new, 127 sold out
Top 10 weight20.6%VOO alone is 4%
FiledAug 1849 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
3.8%Added +8%
AAPLApple Inc
2.9%
NVDANvidia Corporation
2.4%Added +11%
IVViShares Tr
2.4%Trimmed −3%
VTIVanguard Index FDS
1.7%Trimmed −4%
VEAVanguard Tax-managed FDS
1.7%
VTVVanguard Index FDS
1.5%Added +15%
VUGVanguard Index FDS
1.5%Added +517%
MSFTMicrosoft Corp
1.5%
DFACDimensional ETF Trust
1.2%
VOVanguard Index FDS
1.2%Added +325%
LIILennox Intl Inc
1.1%
VOOVanguard Index FDS
3.8%Added +8%
AAPLApple Inc
2.9%
NVDANvidia Corporation
2.4%Added +11%
IVViShares Tr
2.4%Trimmed −3%
VTI1.7%VEA1.7%VTV1.5%VUG1.5%MSFT1.5%DFAC1.2%VO1.2%LII1.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 3.8% Added +8%AAPL Apple Inc 2.9% HeldNVDA Nvidia Corporation 2.4% Added +11%IVV iShares Tr 2.4% Trimmed −3%VTI Vanguard Index FDS 1.7% Trimmed −4%VEA Vanguard Tax-managed FDS 1.7% HeldVTV Vanguard Index FDS 1.5% Added +15%VUG Vanguard Index FDS 1.5% Added +517%MSFT Microsoft Corp 1.5% HeldDFAC Dimensional ETF Trust 1.2% HeldVO Vanguard Index FDS 1.2% Added +325%LII Lennox Intl Inc 1.1% Held
What changed