CIK 1744317
Beacon Pointe Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
1,460
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 1,460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FTNT | FORTINET INC | 377K | $1M+ | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 97K | $1M+ | SH |
| RBRK | RUBRIK INC. | 390K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 658K | $1M+ | SH |
| RTX | RTX CORPORATION | 158K | $1M+ | SH |
| MMM | 3M CO | 180K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 77K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 126K | $1M+ | SH |
| IEMG | ISHARES INC | 410K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 1.7M | $1M+ | SH |
| IGSB | ISHARES TR | 519K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 83K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 87K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 476K | $1M+ | SH |
| MCD | MCDONALDS CORP | 89K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 490K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 1.0M | $1M+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 101K | $1M+ | SH |
| AMGN | AMGEN INC | 79K | $1M+ | SH |
| IWR | ISHARES TR | 265K | $1M+ | SH |
| ITOT | ISHARES TR | 169K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 308K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 528K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 854K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 273K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 915K | $1M+ | SH |
| PFE | PFIZER INC | 961K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 285K | $1M+ | SH |
| GBCI | GLACIER BANCORP INC NEW | 536K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 164K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 131K | $1M+ | SH |
| TIP | ISHARES TR | 211K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 329K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 282K | $1M+ | SH |
| USMV | ISHARES TR | 238K | $1M+ | SH |
| T | AT&T INC | 901K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 641K | $1M+ | SH |
| SPYX | SPDR SERIES TRUST | 393K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 368K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 45K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 84K | $1M+ | SH |
| IJR | ISHARES TR | 179K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 231K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 431K | $1M+ | SH |
| ISTB | ISHARES TR | 434K | $1M+ | SH |
| SGOV | ISHARES TR | 206K | $1M+ | SH |
| PEP | PEPSICO INC | 144K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 606K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 354K | $1M+ | SH |
| ESGD | ISHARES TR | 215K | $1M+ | SH |