13F Filings History of Beacon Pointe Wealth Advisors, LLC

Latest 13F report: Q3 2025 - 14 Nov 2025
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 Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beacon Pointe Wealth Advisors, LLC reported 269 stock holdings with total value $542M as of Q4 2019. Top holdings included IVV, VOO, JPST, PULS, and IEFA. Beacon Pointe Advisors, LLC is reporting for Beacon Pointe Wealth Advisors, LLC.

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Holdings Value

Beacon Pointe Advisors, LLC is reporting for Beacon Pointe Wealth Advisors, LLC:

Name	Holdings Value	Location	File Number
Beacon Pointe Advisors, LLC	$11.8B	Newport Beach, CA	028-19009

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2020							13F-NT	15 May 2020, 16:48
Q4 2019	269	$542M	+$76.5M	-$28.8M	+$47.7M	IVV, VOO, JPST, PULS, IEFA	13F-HR	14 Feb 2020, 14:58
Q3 2019	256	$475M	+$64.9M	-$28.1M	+$36.8M	IVV, JPST, VOO, PULS, VEA	13F-HR	14 Nov 2019, 13:43
Q2 2019	264	$473M	+$30.3M	-$4.49M	+$25.8M	IVV, JPST, PULS, VEA, IWB	13F-HR	14 Aug 2019, 14:04
Q1 2019	257	$438M	+$141M	-$10.9M	+$130M	IVV, JPST, PULS, VEA, IWB	13F-HR	14 May 2019, 15:52
Q4 2018	220	$277M				IVV, IWB, IWF, VYM, PPBI	13F-HR	01 Feb 2019, 16:00