13F Filings History of Beacon Pointe Advisors, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$11,778,420,856
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 $11,778,420,856 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 $25,693,175,416 New York, NY 028-00869
LOOMIS SAYLES & CO L P $83,848,186,424 Boston, MA 028-00398
SEI INVESTMENTS CO $92,994,715,641 Oaks, PA 028-16454
FIDUCIARY MANAGEMENT INC /WI/ $9,884,170,852 Milwaukee, WI 028-01526
GAMCO INVESTORS, INC. ET AL $10,306,922,199 Greenwich, CT 028-01887
ANCHOR CAPITAL ADVISORS LLC $3,455,577,315 Boston, MA 028-01880
WASATCH ADVISORS LP $18,586,281,433 Salt Lake City, UT 028-01286
GARDNER RUSSO & QUINN LLC $9,327,888,033 Lancaster, PA 028-02635
Aristotle Capital Management, LLC $51,754,159,329 Los Angeles, CA 028-02634
CONGRESS ASSET MANAGEMENT CO $15,027,574,695 Boston, MA 028-03434
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
KAYNE ANDERSON CAPITAL ADVISORS LP $4,534,580,851 Los Angeles, CA 028-05066
SHELTON CAPITAL MANAGEMENT $4,668,525,809 Denver, CO 028-05709
SEGALL BRYANT & HAMILL, LLC $7,505,963,248 Chicago, IL 028-03381
CITY NATIONAL ROCHDALE, LLC New York, NY 028-05392
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $10,997,003,677 Houston, TX 028-05840
POLEN CAPITAL MANAGEMENT LLC $30,802,400,951 Boca Raton, FL 028-03687
DAVIS SELECTED ADVISERS $19,154,485,365 Tucson, AZ 028-04121
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC $224,854,573 Menomonee Falls, WI 028-06620
Natixis Investment Managers, LLC Boston, MA 028-06808
SCHAFER CULLEN CAPITAL MANAGEMENT INC $490,554,000 New York, NY 028-04691
Provident Investment Management, Inc. $1,133,230,514 Novi, MI 028-13006
ZACKS INVESTMENT MANAGEMENT $12,552,824,921 Chicago, IL 028-04587
ALTA CAPITAL MANAGEMENT LLC/ $1,796,540,255 Salt Lake City, UT 028-05119
EARNEST PARTNERS LLC $23,052,027,874 Atlanta, GA 028-05269
JENSEN INVESTMENT MANAGEMENT INC $8,059,138,040 Lake Oswego, OR 028-03495
RIVERBRIDGE PARTNERS LLC $5,926,255,837 Minneapolis, MN 028-05655
AMI INVESTMENT MANAGEMENT INC $431,091,974 Kendallville, IN 028-10180
DAVIDSON INVESTMENT ADVISORS $2,356,443,800 Great Falls, MT 028-10301
CAUSEWAY CAPITAL MANAGEMENT LLC $7,571,151,059 Los Angeles, CA 028-11728
WESTFIELD CAPITAL MANAGEMENT CO LP $23,832,915,424 Boston, MA 028-10220
DIAMOND HILL CAPITAL MANAGEMENT INC $21,063,825,811 Columbus, OH 028-10648
SILVERCREST ASSET MANAGEMENT GROUP LLC $15,111,997,814 New York, NY 028-10472
LONDON CO OF VIRGINIA $18,115,318,174 Richmond, VA 028-10665
Skylands Capital, LLC $723,485,400 Milwaukee, WI 028-10937
Ziegler Capital Management, LLC $2,474,547,467 Chicago, IL 028-10982
Stack Financial Management, Inc $1,205,019,920 Whitefish, MT 028-11071
Sterling Capital Management LLC $6,828,653,169 Charlotte, NC 028-11465
River Road Asset Management, LLC $8,925,293,101 Louisville, KY 028-11487
BROWN ADVISORY INC $76,816,608,330 Baltimore, MD 028-13997
Coho Partners, Ltd. $779,136,310 Berwyn, PA 028-11563
Aperio Group, LLC Sausalito, CA 028-11964
ENVESTNET ASSET MANAGEMENT INC $347,536,024,768 Chicago, IL 028-13411
MAR VISTA INVESTMENT PARTNERS LLC $1,150,628,940 Los Angeles, CA 028-13243
Dana Investment Advisors, Inc. $3,414,439,464 Waukesha, WI 028-13023
CONFLUENCE INVESTMENT MANAGEMENT LLC $7,009,398,196 St. Louis, MO 028-13334
Reynders McVeigh Capital Management, LLC $2,132,653,000 Boston, MA 028-13671
Neuberger Berman Group LLC $136,818,776,834 New York, NY 028-13573
Saratoga Research & Investment Management $1,922,553,563 Saratoga, CA 028-13757
St. James Investment Company, LLC $636,743,113 Southlake, TX 028-14071
ACR Alpine Capital Research, LLC $5,852,572,901 St. Louis, MO 028-14059
Raub Brock Capital Management LP $464,699,043 Larkspur, CA 028-15157
Swan Capital Management, LLC Durango, CO 028-16131
Wakefield Asset Management LLLP $366,400,149 Englewood, CO 028-18951
Bristol Gate Capital Partners Inc. $1,693,625,586 Toronto 028-16982
55I, LLC Boston, MA 028-19649
Dundas Partners LLP $1,415,875,383 Edinburgh, United Kingdom 028-18806
Edge Capital Group, LLC $1,620,978,508 Atlanta, GA 028-19385
Ethic Inc. $6,077,705,625 New York, NY 028-19978
Belmont Capital, LLC $657,473,332 Los Angeles, CA 028-19653
F/m Investments LLC $2,593,241,795 Washington, DC 028-20863
Nixon Capital, LLC $328,668,268 Austin, TX 028-20945
Riverwater Partners LLC $240,937,900 Milwaukee, WI 028-21541
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 1,335 $11,778,420,856 +$2,637,688,330 -$1,046,697,409 +$1,590,990,921 AAPL, NVDA, MSFT, VOO, IVV 13F-HR 13 Nov 2025, 19:31
Q2 2025 1,224 $9,567,369,873 +$347,621,524 -$357,468,927 -$9,847,403 VOO, AAPL, NVDA, MSFT, LII 13F-HR 13 Aug 2025, 13:08
Q1 2025 1,188 $8,890,892,414 +$498,654,492 -$395,561,182 +$103,093,310 AAPL, VOO, LII, MSFT, NVDA 13F-HR 13 May 2025, 12:13
Q4 2024 1,182 $9,014,557,154 +$999,035,152 -$384,568,592 +$614,466,560 AAPL, VOO, LII, NVDA, MSFT 13F-HR 14 Feb 2025, 15:32
Q3 2024 1,200 $8,663,511,828 +$217,341,175 -$427,343,794 -$210,002,619 AAPL, VOO, NVDA, MSFT, VO 13F-HR 14 Nov 2024, 13:58
Q2 2024 1,238 $8,443,004,957 +$426,695,834 -$874,267,951 -$447,572,117 AAPL, NVDA, MSFT, VOO, IVV 13F-HR 12 Aug 2024, 16:14
Q1 2024 1,319 $8,975,285,048 +$459,495,014 -$440,488,463 +$19,006,551 AAPL, LII, MSFT, VOO, NVDA 13F-HR 14 May 2024, 12:29
Q4 2023 1,315 $8,363,771,320 +$527,010,050 -$989,578,883 -$462,568,833 AAPL, LII, MSFT, VOO, IVV 13F-HR 08 Feb 2024, 13:56
Q3 2023 1,357 $8,023,749,382 +$2,264,027,150 -$123,645,826 +$2,140,381,324 AAPL, VOO, MSFT, VO, IVV 13F-HR 14 Nov 2023, 13:54
Q2 2023 1,210 $6,120,290,741 +$537,525,407 -$623,065,580 -$85,540,173 AAPL, VOO, MSFT, VO, IVV 13F-HR 11 Aug 2023, 20:44
Q1 2023 1,139 $5,865,282,146 +$632,811,540 -$149,115,868 +$483,695,672 AAPL, VOO, MSFT, VTV, SCHX 13F-HR 12 May 2023, 16:31
Q4 2022 1,059 $5,154,344,024 +$527,591,210 -$139,885,207 +$387,706,003 VOO, AAPL, MSFT, VTV, IVV 13F-HR 14 Feb 2023, 10:12
Q3 2022 994 $4,468,887,350 +$288,068,518 -$189,339,812 +$98,728,706 AAPL, VOO, MSFT, IVV, SCHX 13F-HR 09 Nov 2022, 13:58
Q2 2022 1,031 $4,733,797,372 +$172,103,530 -$1,430,022,178 -$1,257,918,648 VOO, AAPL, MSFT, IVV, SCHX 13F-HR 11 Aug 2022, 16:58
Q1 2022 1,181 $7,293,824,000 +$3,798,549,642 -$95,194,339 +$3,703,355,303 VOO, AAPL, MSFT, VO, IVV 13F-HR 16 May 2022, 17:39
Q4 2021 921 $3,837,294,525 +$435,443,746 -$888,708,823 -$453,265,077 VOO, AAPL, IVV, VO, MSFT 13F-HR 14 Feb 2022, 14:01
Q3 2021 896 $4,054,573,000 +$1,479,094,059 -$207,612,544 +$1,271,481,515 AAPL, VOO, MSFT, VO, VTI 13F-HR 15 Nov 2021, 14:49
Q2 2021 824 $2,822,219,000 +$1,185,384,156 -$81,288,261 +$1,104,095,895 VOO, AAPL, VO, MGK, MGV 13F-HR 16 Aug 2021, 20:45
Q1 2021 523 $1,626,143,000 +$268,026,891 -$153,419,731 +$114,607,160 VOO, VO, IVV, META, AAPL 13F-HR 17 May 2021, 17:51
Q4 2020 505 $1,461,029,000 +$368,399,217 -$34,775,895 +$333,623,322 VOO, AAPL, VO, IVV, IWF 13F-HR 12 Feb 2021, 16:03
Q3 2020 400 $1,034,435,000 +$145,486,880 -$102,965,033 +$42,521,847 VOO, IVV, AAPL, IWF, SCHX 13F-HR 16 Nov 2020, 14:26
Q2 2020 399 $998,620,000 +$322,015,413 -$53,348,962 +$268,666,451 AAPL, VOO, IVV, SCHX, VO 13F-HR 14 Aug 2020, 14:54
Q1 2020 293 $627,694,000 +$384,109,416 -$3,798,408 +$380,311,008 IVV, VOO, JPST, VEA, PULS 13F-HR 15 May 2020, 16:48
Q4 2019 217 $322,638,000 +$87,651,068 -$8,982,305 +$78,668,763 AAPL, VOO, IJH, IVV, VEA 13F-HR 14 Feb 2020, 14:56
Q3 2019 172 $231,504,000 +$12,382,349 -$35,223,333 -$22,840,984 VOO, IJH, IVV, VEA, IJR 13F-HR 14 Nov 2019, 13:35
Q2 2019 201 $274,050,000 +$68,271,124 -$49,612,518 +$18,658,606 AAPL, VOO, IJH, IVV, VEA 13F-HR 14 Aug 2019, 15:13
Q1 2019 179 $266,520,000 +$92,319,646 -$6,991,082 +$85,328,564 AAPL, VOO, BRKB, IJH, IVV 13F-HR 14 May 2019, 15:51
Q4 2018 158 $164,643,000 $0 AAPL, VOO, IJH, SPY, IVV 13F-HR 01 Feb 2019, 16:03