StockDriftsStockDriftsTop 50 Beacon Pointe Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 3.76% | 1.18M | $807.8M | +8.48%(+91.95K) | $522.52(+35.59%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.9% | 2.16M | $623.6M | +0.59%(+12.69K) | $179.45(+76.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.4% | 2.58M | $516.0M | +10.89%(+253.35K) | $71.46(+206.89%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.39% | 684.7K | $512.8M | -2.75%(-19.37K) | $556.73(+39.06%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.7% | 989.6K | $366.2M | -3.59%(-36.88K) | $292.71(+30.10%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.68% | 5.07M | $361.0M | +1.94%(+96.44K) | $57.90(+25.89%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.53% | 1.51M | $328.7M | +14.53%(+191.37K) | $166.82(+36.35%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.52% | 3.79M | $326.3M | +2.82%(+103.99K) | $60.96(+44.63%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.52% | 874.3K | $326.1M | -1.88%(-16.75K) | $358.71(+35.83%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.22% | 5.89M | $261.1M | -0.25%(-15.02K) | $35.61(+28.97%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.52% | +70.73% | +11.28% | +70.61% |
| Top 20 Holdings Unweighted | +19.30% | +69.78% | +10.64% | +65.76% |
Beacon Pointe Advisors LLC reports $21.55B in US-listed equity holdings across 1,868 positions in its most recent 13F filing. Its largest disclosed positions are VOO (3.8%), AAPL (2.9%) and NVDA (2.4%). The top 20 holdings account for 30.73% of reported assets. Its disclosed equity book has returned +70.73% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beacon Pointe Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1744317). View Beacon Pointe Advisors LLC’s 13F filings on SEC