Notify me when Beacon Pointe Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| LOOMIS SAYLES & CO L P | $82,426,381,383 | Boston, MA | 028-00398 |
| SEI INVESTMENTS CO | $101,309,363,906 | Oaks, PA | 028-16454 |
| FIDUCIARY MANAGEMENT INC /WI/ | $9,094,755,848 | Milwaukee, WI | 028-01526 |
| GAMCO INVESTORS, INC. ET AL | $10,411,199,146 | Greenwich, CT | 028-01887 |
| ANCHOR CAPITAL ADVISORS LLC | $3,451,024,770 | Boston, MA | 028-01880 |
| WASATCH ADVISORS LP | $16,830,058,571 | Salt Lake City, UT | 028-01286 |
| GARDNER RUSSO & QUINN LLC | $9,263,410,798 | Lancaster, PA | 028-02635 |
| Aristotle Capital Management, LLC | $49,959,216,827 | Los Angeles, CA | 028-02634 |
| CONGRESS ASSET MANAGEMENT CO | $14,207,840,561 | Boston, MA | 028-03434 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Seattle, WA | 028-04558 | |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $4,403,873,297 | Los Angeles, CA | 028-05066 |
| SHELTON CAPITAL MANAGEMENT | $5,065,526,399 | Denver, CO | 028-05709 |
| SEGALL BRYANT & HAMILL, LLC | $7,388,240,966 | Chicago, IL | 028-03381 |
| NATIXIS ADVISORS, LLC | $70,397,667,000 | Boston, MA | 028-05788 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $10,231,261,376 | Houston, TX | 028-05840 |
| POLEN CAPITAL MANAGEMENT LLC | $23,415,743,562 | Boca Raton, FL | 028-03687 |
| DAVIS SELECTED ADVISERS | $22,249,323,816 | Tucson, AZ | 028-04121 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $205,181,183 | Milwaukee, WI | 028-06620 |
| SCHAFER CULLEN CAPITAL MANAGEMENT INC | $490,554,000 | New York, NY | 028-04691 |
| Provident Investment Management, Inc. | $1,099,206,138 | Novi, MI | 028-13006 |
| ZACKS INVESTMENT MANAGEMENT | $12,727,950,090 | Chicago, IL | 028-04587 |
| ALTA CAPITAL MANAGEMENT LLC/ | $1,501,739,401 | Salt Lake City, UT | 028-05119 |
| JENSEN INVESTMENT MANAGEMENT INC | $6,355,926,761 | Lake Oswego, OR | 028-03495 |
| RIVERBRIDGE PARTNERS LLC | $5,334,234,529 | Minneapolis, MN | 028-05655 |
| GATEWAY INVESTMENT ADVISERS LLC | $10,751,392,152 | Cincinnati, OH | 028-05733 |
| AMI INVESTMENT MANAGEMENT INC | $445,045,616 | Kendallville, IN | 028-10180 |
| DAVIDSON INVESTMENT ADVISORS | $2,403,118,023 | Great Falls, MT | 028-10301 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $7,268,171,214 | Los Angeles, CA | 028-11728 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $24,005,011,742 | Boston, MA | 028-10220 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | $19,516,313,691 | Columbus, OH | 028-10648 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $14,550,448,754 | New York, NY | 028-10472 |
| LONDON CO OF VIRGINIA | $17,332,760,892 | Richmond, VA | 028-10665 |
| Skylands Capital, LLC | $737,109,764 | Milwaukee, WI | 028-10937 |
| Stack Financial Management, Inc | $1,311,320,738 | Whitefish, MT | 028-11071 |
| Sterling Capital Management LLC | $6,151,735,336 | Charlotte, NC | 028-11465 |
| River Road Asset Management, LLC | $9,117,071,389 | Louisville, KY | 028-11487 |
| BROWN ADVISORY INC | $71,677,853,158 | Baltimore, MD | 028-13997 |
| Coho Partners, Ltd. | $779,136,310 | Berwyn, PA | 028-11563 |
| Aperio Group, LLC | Sausalito, CA | 028-11964 | |
| ENVESTNET ASSET MANAGEMENT INC | $337,094,825,788 | Chicago, IL | 028-13411 |
| MAR VISTA INVESTMENT PARTNERS LLC | $1,089,438,961 | Los Angeles, CA | 028-13243 |
| Dana Investment Advisors, Inc. | $3,437,315,537 | Waukesha, WI | 028-13023 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $6,673,836,873 | St. Louis, MO | 028-13334 |
| Reynders McVeigh Capital Management, LLC | $2,124,496,000 | Boston, MA | 028-13671 |
| Neuberger Berman Group LLC | $134,321,579,740 | New York, NY | 028-13573 |
| Saratoga Research & Investment Management | $1,907,743,903 | Saratoga, CA | 028-13757 |
| St. James Investment Company, LLC | $623,147,851 | Southlake, TX | 028-14071 |
| ACR Alpine Capital Research, LLC | $6,413,298,180 | St. Louis, MO | 028-14059 |
| Raub Brock Capital Management LP | $448,941,663 | Larkspur, CA | 028-15157 |
| Swan Capital Management, LLC | Durango, CO | 028-16131 | |
| Wakefield Asset Management LLLP | $368,643,750 | Englewood, CO | 028-18951 |
| Bristol Gate Capital Partners Inc. | $1,733,489,074 | Toronto | 028-16982 |
| 55I, LLC | Boston, MA | 028-19649 | |
| Edge Capital Group, LLC | $1,620,978,508 | Atlanta, GA | 028-19385 |
| Ethic Inc. | $6,502,798,624 | New York, NY | 028-19978 |
| Nixon Capital, LLC | $378,987,145 | Austin, TX | 028-20945 |
| Riverwater Partners LLC | $258,383,245 | Milwaukee, WI | 028-21541 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,460 | $14,228,458,194 | +$2,535,349,123 | -$251,050,048 | +$2,284,299,075 | AAPL, VOO, NVDA, MSFT, IVV | 13F-HR | 18 Feb 2026, 08:45 |
| Q3 2025 | 1,335 | $11,778,420,856 | +$2,637,688,396 | -$1,046,697,420 | +$1,590,990,976 | AAPL, NVDA, MSFT, VOO, IVV | 13F-HR | 13 Nov 2025, 19:31 |
| Q2 2025 | 1,224 | $9,567,369,873 | +$347,621,540 | -$357,468,946 | -$9,847,406 | VOO, AAPL, NVDA, MSFT, LII | 13F-HR | 13 Aug 2025, 13:08 |
| Q1 2025 | 1,188 | $8,890,892,414 | +$498,654,497 | -$395,561,185 | +$103,093,312 | AAPL, VOO, LII, MSFT, NVDA | 13F-HR | 13 May 2025, 12:13 |
| Q4 2024 | 1,182 | $9,014,557,154 | +$999,035,147 | -$384,568,606 | +$614,466,541 | AAPL, VOO, LII, NVDA, MSFT | 13F-HR | 14 Feb 2025, 15:32 |
| Q3 2024 | 1,200 | $8,663,511,828 | +$217,341,176 | -$427,343,794 | -$210,002,618 | AAPL, VOO, NVDA, MSFT, VO | 13F-HR | 14 Nov 2024, 13:58 |
| Q2 2024 | 1,238 | $8,443,004,957 | +$426,695,879 | -$874,947,970 | -$448,252,091 | AAPL, NVDA, MSFT, VOO, IVV | 13F-HR | 12 Aug 2024, 16:14 |
| Q1 2024 | 1,323 | $8,979,330,247 | +$459,732,274 | -$440,990,716 | +$18,741,558 | AAPL, LII, MSFT, VOO, NVDA | 13F-HR | 14 May 2024, 12:29 |
| Q4 2023 | 1,293 | $8,342,623,196 | +$527,010,032 | -$990,340,888 | -$463,330,856 | AAPL, LII, MSFT, VOO, IVV | 13F-HR | 08 Feb 2024, 13:56 |
| Q3 2023 | 1,312 | $8,012,294,810 | +$2,260,132,778 | -$117,859,508 | +$2,142,273,270 | AAPL, VOO, MSFT, VO, IVV | 13F-HR | 14 Nov 2023, 13:54 |
| Q2 2023 | 1,066 | $6,102,723,578 | +$519,958,215 | -$624,479,812 | -$104,521,597 | AAPL, VOO, MSFT, VO, IVV | 13F-HR | 11 Aug 2023, 19:44 |
| Q1 2023 | 1,140 | $5,866,696,384 | +$634,225,763 | -$217,346,894 | +$416,878,869 | AAPL, VOO, MSFT, VTV, SCHX | 13F-HR | 12 May 2023, 16:31 |
| Q4 2022 | 1,060 | $5,155,349,088 | +$528,596,276 | -$176,684,228 | +$351,912,048 | VOO, AAPL, MSFT, VTV, IVV | 13F-HR | 14 Feb 2023, 11:12 |
| Q3 2022 | 994 | $4,469,237,000 | +$288,071,386 | -$222,292,148 | +$65,779,238 | AAPL, VOO, MSFT, IVV, SCHX | 13F-HR | 09 Nov 2022, 14:58 |
| Q2 2022 | 1,037 | $4,737,204,000 | +$175,062,383 | -$1,600,287,170 | -$1,425,224,787 | VOO, AAPL, MSFT, IVV, SCHX | 13F-HR | 11 Aug 2022, 16:58 |
| Q1 2022 | 1,181 | $7,293,546,000 | +$3,798,403,711 | -$133,733,282 | +$3,664,670,429 | VOO, AAPL, MSFT, VO, IVV | 13F-HR | 16 May 2022, 17:39 |
| Q4 2021 | 921 | $3,837,819,000 | +$435,443,714 | -$983,572,512 | -$548,128,798 | VOO, AAPL, IVV, VO, MSFT | 13F-HR | 14 Feb 2022, 15:01 |
| Q3 2021 | 896 | $4,054,573,000 | +$1,479,094,037 | -$207,612,535 | +$1,271,481,502 | AAPL, VOO, MSFT, VO, VTI | 13F-HR | 15 Nov 2021, 14:49 |
| Q2 2021 | 824 | $2,822,219,000 | +$1,185,384,136 | -$81,288,302 | +$1,104,095,834 | VOO, AAPL, VO, MGK, MGV | 13F-HR | 16 Aug 2021, 20:45 |
| Q1 2021 | 523 | $1,626,143,000 | +$268,026,909 | -$154,082,178 | +$113,944,731 | VOO, VO, IVV, META, AAPL | 13F-HR | 17 May 2021, 17:51 |
| Q4 2020 | 507 | $1,461,789,000 | +$368,399,196 | -$48,442,974 | +$319,956,222 | VOO, AAPL, VO, IVV, IWF | 13F-HR | 12 Feb 2021, 17:03 |
| Q3 2020 | 400 | $1,034,435,000 | +$145,486,912 | -$137,182,041 | +$8,304,871 | VOO, IVV, AAPL, IWF, SCHX | 13F-HR | 16 Nov 2020, 15:26 |
| Q2 2020 | 398 | $998,467,000 | +$321,862,435 | -$58,231,953 | +$263,630,482 | AAPL, VOO, IVV, SCHX, VO | 13F-HR | 14 Aug 2020, 14:54 |
| Q1 2020 | 294 | $627,700,000 | +$384,115,380 | -$20,539,408 | +$363,575,972 | IVV, VOO, JPST, VEA, PULS | 13F-HR | 15 May 2020, 16:48 |
| Q4 2019 | 217 | $322,638,000 | +$87,651,068 | -$13,330,306 | +$74,320,762 | AAPL, VOO, IJH, IVV, VEA | 13F-HR | 14 Feb 2020, 15:56 |
| Q3 2019 | 172 | $231,504,000 | +$12,382,350 | -$58,620,330 | -$46,237,980 | VOO, IJH, IVV, VEA, IJR | 13F-HR | 14 Nov 2019, 14:35 |
| Q2 2019 | 201 | $274,050,000 | +$68,271,125 | -$70,144,528 | -$1,873,403 | AAPL, VOO, IJH, IVV, VEA | 13F-HR | 14 Aug 2019, 15:13 |
| Q1 2019 | 179 | $266,520,000 | +$92,319,649 | -$10,383,082 | +$81,936,567 | AAPL, VOO, BRKB, IJH, IVV | 13F-HR | 14 May 2019, 15:51 |
| Q4 2018 | 158 | $164,643,000 | $0 | $0 | $0 | AAPL, VOO, IJH, SPY, IVV | 13F-HR | 01 Feb 2019, 17:03 |