Beacon Pointe Advisors, LLC
CIK
1744317
City
NEWPORT BEACH
State / Country
CA
Top Portfolio Positions
979 positions ·
$7,204,985,504 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
2,142,646 | $543,782,128 | 7.55% |
| NVDA |
Nvidia Corp
Technology
|
2,327,213 | $405,865,947 | 5.63% |
| MSFT |
Microsoft Corp
Technology
|
891,062 | $329,844,420 | 4.58% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,020,307 | $212,499,338 | 2.95% |
| LII |
Lennox International Inc
Industrials
|
417,422 | $193,738,072 | 2.69% |
| GOOGL |
Alphabet Inc.
Communication Services
|
640,457 | $184,169,814 | 2.56% |
| SPY |
Spdr S&P 500 Etf Trust
|
270,222 | $175,736,175 | 2.44% |
| META |
Meta Platforms, Inc.
Communication Services
|
271,958 | $155,595,330 | 2.16% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
461,949 | $135,886,917 | 1.89% |
| CVX |
Chevron Corp
Energy
|
612,936 | $126,816,458 | 1.76% |
Holdings in FFC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $496,377 | 32,045 | Shares | Sole | 2026-05-15 | |
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