§ 13F · FUND PROFILE
Beacon Pointe Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1833Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$375M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 1.08M | $648M | 3.4% | +85% |
| 2 | AAPL | APPLE INC | 2.14M | $544M | 2.9% | +28% |
| 3 | IVV | ISHARES TR | 704K | $460M | 2.4% | +69% |
| 4 | NVDA | NVIDIA CORPORATION | 2.33M | $406M | 2.1% | +20% |
| 5 | MSFT | MICROSOFT CORP | 891K | $330M | 1.7% | +32% |
| 6 | VTI | VANGUARD INDEX FDS | 1.03M | $329M | 1.7% | +38% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | 4.97M | $318M | 1.7% | +64% |
| 8 | VUG | VANGUARD INDEX FDS | 614K | $268M | 1.4% | +18% |
| 9 | VTV | VANGUARD INDEX FDS | 1.32M | $258M | 1.4% | +32% |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 5.90M | $229M | 1.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
Beacon Pointe Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed