本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Beacon Pointe Advisors, LLC (CIK 1744317) reported $21.55B across 1,868 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($807.8M, 3.75%), AAPL ($623.6M, 2.89%), NVDA ($547.9M, 2.54%), IVV ($512.8M, 2.38%), VTI ($366.2M, 1.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $807.8M | 3.75% | 1.2M | Added |
| 2 | AAPL | APPLE INC | $623.6M | 2.89% | 2.2M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $547.9M | 2.54% | 2.7M | Added |
| 4 | IVV | ISHARES TR | $512.8M | 2.38% | 684,738 | Trimmed |
| 5 | VTI | VANGUARD INDEX FDS | $366.2M | 1.70% | 989,592 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $361.0M | 1.68% | 5.1M | Added |
| 7 | VTV | VANGUARD INDEX FDS | $328.7M | 1.53% | 1.5M | Added |
| 8 | MSFT | MICROSOFT CORP | $326.1M | 1.51% | 874,315 | Trimmed |
| 9 | VUG | VANGUARD INDEX FDS | $326.3M | 1.51% | 3.8M | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $261.1M | 1.21% | 5.9M | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $254.1M | 1.18% | 3.2M | Added |
| 12 | LII | LENNOX INTL INC | $239.2M | 1.11% | 417,517 | Added |
| 13 | SCHX | SCHWAB STRATEGIC TR | $229.9M | 1.07% | 7.8M | Added |
| 14 | SCHG | SCHWAB STRATEGIC TR | $228.2M | 1.06% | 6.7M | Added |
| 15 | BND | VANGUARD BD INDEX FDS | $221.0M | 1.03% | 3.0M | Added |
| 16 | GOOGL | ALPHABET INC | $221.4M | 1.03% | 619,734 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $211.0M | 0.98% | 885,351 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $200.3M | 0.93% | 268,192 | Trimmed |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $192.2M | 0.89% | 384,143 | Added |
| 20 | QQQ | INVESCO QQQ TR | $185.3M | 0.86% | 251,670 | Added |
| 21 | IWF | ISHARES TR | $181.3M | 0.84% | 1.5M | Added |
| 22 | DFCF | DIMENSIONAL ETF TRUST | $164.5M | 0.76% | 3.9M | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $155.4M | 0.72% | 474,800 | Added |
| 24 | DFAU | DIMENSIONAL ETF TRUST | $152.0M | 0.71% | 2.9M | Added |
| 25 | VONG | VANGUARD SCOTTSDALE FDS | $152.2M | 0.71% | 1.2M | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30