13F Filings History of Beacon Pointe Advisors, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$11.8B
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 Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beacon Pointe Advisors, LLC reported 1335 stock holdings with total value $11.8B as of Q3 2025. Top holdings included AAPL, NVDA, MSFT, VOO, and IVV.

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Holdings Value

List of Other Managers Reporting for Beacon Pointe Advisors, LLC:

Name Holdings Value Location File Number
FRED ALGER MANAGEMENT, LLC $25.7B New York, NY 028-00869
LOOMIS SAYLES & CO L P $83.8B Boston, MA 028-00398
SEI INVESTMENTS CO $93B Oaks, PA 028-16454
FIDUCIARY MANAGEMENT INC /WI/ $9.88B Milwaukee, WI 028-01526
GAMCO INVESTORS, INC. ET AL $10.3B Greenwich, CT 028-01887
ANCHOR CAPITAL ADVISORS LLC $3.46B Boston, MA 028-01880
WASATCH ADVISORS LP $18.6B Salt Lake City, UT 028-01286
GARDNER RUSSO & QUINN LLC $9.33B Lancaster, PA 028-02635
Aristotle Capital Management, LLC $51.8B Los Angeles, CA 028-02634
CONGRESS ASSET MANAGEMENT CO $15B Boston, MA 028-03434
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
KAYNE ANDERSON CAPITAL ADVISORS LP $4.53B Los Angeles, CA 028-05066
SHELTON CAPITAL MANAGEMENT $4.67B Denver, CO 028-05709
SEGALL BRYANT & HAMILL, LLC $7.51B Chicago, IL 028-03381
CITY NATIONAL ROCHDALE, LLC New York, NY 028-05392
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $11B Houston, TX 028-05840
POLEN CAPITAL MANAGEMENT LLC $30.8B Boca Raton, FL 028-03687
DAVIS SELECTED ADVISERS $19.2B Tucson, AZ 028-04121
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC $225M Menomonee Falls, WI 028-06620
Natixis Investment Managers, LLC Boston, MA 028-06808
SCHAFER CULLEN CAPITAL MANAGEMENT INC $491M New York, NY 028-04691
Provident Investment Management, Inc. $1.13B Novi, MI 028-13006
ZACKS INVESTMENT MANAGEMENT $12.6B Chicago, IL 028-04587
ALTA CAPITAL MANAGEMENT LLC/ $1.8B Salt Lake City, UT 028-05119
EARNEST PARTNERS LLC $23.1B Atlanta, GA 028-05269
JENSEN INVESTMENT MANAGEMENT INC $8.06B Lake Oswego, OR 028-03495
RIVERBRIDGE PARTNERS LLC $5.93B Minneapolis, MN 028-05655
AMI INVESTMENT MANAGEMENT INC $431M Kendallville, IN 028-10180
DAVIDSON INVESTMENT ADVISORS $2.36B Great Falls, MT 028-10301
CAUSEWAY CAPITAL MANAGEMENT LLC $7.57B Los Angeles, CA 028-11728
WESTFIELD CAPITAL MANAGEMENT CO LP $23.8B Boston, MA 028-10220
DIAMOND HILL CAPITAL MANAGEMENT INC $21.1B Columbus, OH 028-10648
SILVERCREST ASSET MANAGEMENT GROUP LLC $15.1B New York, NY 028-10472
LONDON CO OF VIRGINIA $18.1B Richmond, VA 028-10665
Skylands Capital, LLC $723M Milwaukee, WI 028-10937
Ziegler Capital Management, LLC $2.47B Chicago, IL 028-10982
Stack Financial Management, Inc $1.21B Whitefish, MT 028-11071
Sterling Capital Management LLC $6.83B Charlotte, NC 028-11465
River Road Asset Management, LLC $8.93B Louisville, KY 028-11487
BROWN ADVISORY INC $76.8B Baltimore, MD 028-13997
Coho Partners, Ltd. $779M Berwyn, PA 028-11563
Aperio Group, LLC Sausalito, CA 028-11964
ENVESTNET ASSET MANAGEMENT INC $348B Chicago, IL 028-13411
MAR VISTA INVESTMENT PARTNERS LLC $1.15B Los Angeles, CA 028-13243
Dana Investment Advisors, Inc. $3.41B Waukesha, WI 028-13023
CONFLUENCE INVESTMENT MANAGEMENT LLC $7.01B St. Louis, MO 028-13334
Reynders McVeigh Capital Management, LLC $2.13B Boston, MA 028-13671
Neuberger Berman Group LLC $137B New York, NY 028-13573
Saratoga Research & Investment Management $1.92B Saratoga, CA 028-13757
St. James Investment Company, LLC $637M Southlake, TX 028-14071
ACR Alpine Capital Research, LLC $5.85B St. Louis, MO 028-14059
Raub Brock Capital Management LP $465M Larkspur, CA 028-15157
Swan Capital Management, LLC Durango, CO 028-16131
Wakefield Asset Management LLLP $366M Englewood, CO 028-18951
Bristol Gate Capital Partners Inc. $1.69B Toronto 028-16982
55I, LLC Boston, MA 028-19649
Dundas Partners LLP $1.42B Edinburgh, United Kingdom 028-18806
Edge Capital Group, LLC $1.62B Atlanta, GA 028-19385
Ethic Inc. $6.08B New York, NY 028-19978
Belmont Capital, LLC $657M Los Angeles, CA 028-19653
F/m Investments LLC $2.59B Washington, DC 028-20863
Nixon Capital, LLC $329M Austin, TX 028-20945
Riverwater Partners LLC $241M Milwaukee, WI 028-21541
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,335 $11.8B +$2.64B -$1.05B +$1.59B AAPL, NVDA, MSFT, VOO, IVV 13F-HR 13 Nov 2025, 19:31
Q2 2025 1,224 $9.57B +$348M -$357M -$9.85M VOO, AAPL, NVDA, MSFT, LII 13F-HR 13 Aug 2025, 13:08
Q1 2025 1,188 $8.89B +$499M -$396M +$103M AAPL, VOO, LII, MSFT, NVDA 13F-HR 13 May 2025, 12:13
Q4 2024 1,182 $9.01B +$999M -$385M +$614M AAPL, VOO, LII, NVDA, MSFT 13F-HR 14 Feb 2025, 15:32
Q3 2024 1,200 $8.66B +$217M -$427M -$210M AAPL, VOO, NVDA, MSFT, VO 13F-HR 14 Nov 2024, 13:58
Q2 2024 1,238 $8.44B +$427M -$874M -$448M AAPL, NVDA, MSFT, VOO, IVV 13F-HR 12 Aug 2024, 16:14
Q1 2024 1,319 $8.98B +$459M -$440M +$19M AAPL, LII, MSFT, VOO, NVDA 13F-HR 14 May 2024, 12:29
Q4 2023 1,315 $8.36B +$527M -$990M -$463M AAPL, LII, MSFT, VOO, IVV 13F-HR 08 Feb 2024, 13:56
Q3 2023 1,357 $8.02B +$2.26B -$124M +$2.14B AAPL, VOO, MSFT, VO, IVV 13F-HR 14 Nov 2023, 13:54
Q2 2023 1,210 $6.12B +$538M -$623M -$85.5M AAPL, VOO, MSFT, VO, IVV 13F-HR 11 Aug 2023, 20:44
Q1 2023 1,139 $5.87B +$633M -$149M +$484M AAPL, VOO, MSFT, VTV, SCHX 13F-HR 12 May 2023, 16:31
Q4 2022 1,059 $5.15B +$528M -$140M +$388M VOO, AAPL, MSFT, VTV, IVV 13F-HR 14 Feb 2023, 10:12
Q3 2022 994 $4.47B +$288M -$189M +$98.7M AAPL, VOO, MSFT, IVV, SCHX 13F-HR 09 Nov 2022, 13:58
Q2 2022 1,031 $4.73B +$172M -$1.43B -$1.26B VOO, AAPL, MSFT, IVV, SCHX 13F-HR 11 Aug 2022, 16:58
Q1 2022 1,181 $7.29B +$3.8B -$95.2M +$3.7B VOO, AAPL, MSFT, VO, IVV 13F-HR 16 May 2022, 17:39
Q4 2021 921 $3.84B +$435M -$889M -$453M VOO, AAPL, IVV, VO, MSFT 13F-HR 14 Feb 2022, 14:01
Q3 2021 896 $4.05B +$1.48B -$208M +$1.27B AAPL, VOO, MSFT, VO, VTI 13F-HR 15 Nov 2021, 14:49
Q2 2021 824 $2.82B +$1.19B -$81.3M +$1.1B VOO, AAPL, VO, MGK, MGV 13F-HR 16 Aug 2021, 20:45
Q1 2021 523 $1.63B +$268M -$153M +$115M VOO, VO, IVV, META, AAPL 13F-HR 17 May 2021, 17:51
Q4 2020 505 $1.46B +$368M -$34.8M +$334M VOO, AAPL, VO, IVV, IWF 13F-HR 12 Feb 2021, 16:03
Q3 2020 400 $1.03B +$145M -$103M +$42.5M VOO, IVV, AAPL, IWF, SCHX 13F-HR 16 Nov 2020, 14:26
Q2 2020 399 $999M +$322M -$53.3M +$269M AAPL, VOO, IVV, SCHX, VO 13F-HR 14 Aug 2020, 14:54
Q1 2020 293 $628M +$384M -$3.8M +$380M IVV, VOO, JPST, VEA, PULS 13F-HR 15 May 2020, 16:48
Q4 2019 217 $323M +$87.7M -$8.98M +$78.7M AAPL, VOO, IJH, IVV, VEA 13F-HR 14 Feb 2020, 14:56
Q3 2019 172 $232M +$12.4M -$35.2M -$22.8M VOO, IJH, IVV, VEA, IJR 13F-HR 14 Nov 2019, 13:35
Q2 2019 201 $274M +$68.3M -$49.6M +$18.7M AAPL, VOO, IJH, IVV, VEA 13F-HR 14 Aug 2019, 15:13
Q1 2019 179 $267M +$92.3M -$6.99M +$85.3M AAPL, VOO, BRKB, IJH, IVV 13F-HR 14 May 2019, 15:51
Q4 2018 158 $165M AAPL, VOO, IJH, SPY, IVV 13F-HR 01 Feb 2019, 16:03