Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beacon Pointe Advisors, LLC (CIK 1744317) reported $18.91B across 1,713 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($647.9M, 3.43%), AAPL ($543.8M, 2.88%), IVV ($459.9M, 2.43%), NVDA ($405.9M, 2.15%), VTI ($329.3M, 1.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $647.9M | 3.43% | 1.1M | Added |
| 2 | AAPL | APPLE INC | $543.8M | 2.88% | 2.1M | Added |
| 3 | IVV | ISHARES TR | $459.9M | 2.43% | 704,106 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $405.9M | 2.15% | 2.3M | Added |
| 5 | VTI | VANGUARD INDEX FDS | $329.3M | 1.74% | 1.0M | Added |
| 6 | MSFT | MICROSOFT CORP | $329.8M | 1.74% | 891,062 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $318.5M | 1.68% | 5.0M | Added |
| 8 | VUG | VANGUARD INDEX FDS | $268.2M | 1.42% | 613,960 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $258.4M | 1.37% | 1.3M | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $229.3M | 1.21% | 5.9M | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $213.1M | 1.13% | 742,197 | Added |
| 12 | AMZN | AMAZON COM INC | $212.5M | 1.12% | 1.0M | Added |
| 13 | SCHX | SCHWAB STRATEGIC TR | $199.2M | 1.05% | 7.8M | Added |
| 14 | SCHG | SCHWAB STRATEGIC TR | $195.2M | 1.03% | 6.7M | Added |
| 15 | LII | LENNOX INTL INC | $193.7M | 1.02% | 417,422 | Trimmed |
| 16 | BND | VANGUARD BD INDEX FDS | $191.4M | 1.01% | 2.6M | Added |
| 17 | GOOGL | ALPHABET INC | $184.2M | 0.97% | 640,457 | Added |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $175.7M | 0.93% | 270,222 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $170.6M | 0.90% | 356,075 | Added |
| 20 | DFCF | DIMENSIONAL ETF TRUST | $156.9M | 0.83% | 3.7M | Added |
| 21 | META | META PLATFORMS INC | $155.6M | 0.82% | 271,958 | Added |
| 22 | AGG | ISHARES TR | $150.0M | 0.79% | 1.5M | Added |
| 23 | IWF | ISHARES TR | $149.7M | 0.79% | 351,081 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $135.9M | 0.72% | 461,949 | Added |
| 25 | QQQ | INVESCO QQQ TR | $126.4M | 0.67% | 219,044 | Added |
Source: SEC Form 13F filings · as of 2026-03-31