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 | 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 SPPP
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,482,742 | 95,476 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,445,882 | 85,860 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,068,949 | 78,715 | Shares | Sole | 2025-11-14 | |
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