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 151–200 of 1,460
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGMU | CAPITAL GRP FIXED INCM ETF T | 746K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 633K | $1M+ | SH |
| DXIV | DIMENSIONAL ETF TRUST | 311K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 72K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 605K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 440K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 368K | $1M+ | SH |
| DIS | DISNEY WALT CO | 173K | $1M+ | SH |
| IWM | ISHARES TR | 80K | $1M+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 853K | $1M+ | SH |
| KO | COCA COLA CO | 278K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 247K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 457K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 563K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 213K | $1M+ | SH |
| AAEQ | EA SERIES TRUST | 360K | $1M+ | SH |
| CRM | SALESFORCE INC | 66K | $1M+ | SH |
| BNDW | VANGUARD SCOTTSDALE FDS | 256K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 295K | $1M+ | SH |
| ESGU | ISHARES TR | 118K | $1M+ | SH |
| MGC | VANGUARD WORLD FD | 69K | $1M+ | SH |
| QCOM | QUALCOMM INC | 100K | $1M+ | SH |
| GE | GE AEROSPACE | 54K | $1M+ | SH |
| ENB | ENBRIDGE INC | 341K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 18K | $1M+ | SH |
| ABEQ | UNIFIED SER TR | 448K | $1M+ | SH |
| SHV | ISHARES TR | 145K | $1M+ | SH |
| LOW | LOWES COS INC | 66K | $1M+ | SH |
| BA | BOEING CO | 71K | $1M+ | SH |
| CB | CHUBB LIMITED | 49K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 387K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 570K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 144K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 102K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 19K | $1M+ | SH |
| MINT | PIMCO ETF TR | 140K | $1M+ | SH |
| IGE | ISHARES TR | 277K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 30K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 18 | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 219K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 138K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 94K | $1M+ | SH |
| DSI | ISHARES TR | 104K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 165K | $1M+ | SH |
| IBDR | ISHARES TR | 544K | $1M+ | SH |
| HSY | HERSHEY CO | 72K | $1M+ | SH |
| EXPE | EXPEDIA GROUP INC | 45K | $1M+ | SH |
| NFLX | NETFLIX INC | 136K | $1M+ | SH |
| NULG | NUSHARES ETF TR | 130K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 283K | $1M+ | SH |