Beacon Pointe Advisors, LLC
Top Portfolio Positions
979 positions ·
$7,204,985,504 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in ISD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $349,569 | 26,563 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $326,616 | 22,572 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $315,698 | 21,954 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $209,319 | 14,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $167,608 | 11,762 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $147,224 | 10,762 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||