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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
1,238
−85 vs. Q1 2024
Portfolio value
$8.44B
−$536.3M (−6.0%) vs. Q1 2024
Filed
Aug 12, 2024
SEC
Holdings of Beacon Pointe Advisors, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock1,803,379$379.8M4.5%−158,317−8.1%ReducedHistory
NVDANVIDIA CorpStock2,218,431$274.1M3.2%−210,409−8.7%ReducedConverted for a 10-for-1 splitHistory
MSFTMicrosoft CorpStock590,823$264.1M3.1%−46,777−7.3%ReducedHistory
Vanguard S&P 500 ETF922908363ETF514,931$257.5M3.1%+729+0.1%Added–
iShares Core S&P 500 ETF464287200ETF288,692$158.0M1.9%−22,997−7.4%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF628,751$152.2M1.8%−8,055−1.3%Reduced–
Schwab U.S. Large-Cap ETF808524201ETF2,291,938$147.3M1.7%−31,869−1.4%Reduced–
Vanguard Morningstar Value ETF922908744ETF860,149$138.0M1.6%+4,268+0.5%Added–
BRK.BBerkshire Hathaway IncStock318,339$129.5M1.5%−16,888−5.0%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF324,055$121.2M1.4%+3,041+0.9%Added–
AMZNAmazon Com IncStock593,502$114.7M1.4%−27,635−4.4%ReducedHistory
GOOGLAlphabet Inc.Stock506,612$92.3M1.1%−16,462−3.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF324,618$86.8M1.0%+494+0.2%Added–
JPMJPMorgan Chase & CoStock394,968$79.9M0.9%−9,996−2.5%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF815,618$79.2M0.9%−23,349−2.8%Reduced–
Schwab U.S. Large-Cap Growth ETF808524300ETF776,193$78.3M0.9%+3,871+0.5%Added–
Vanguard Total Bond Market ETF921937835ETF1,084,091$78.1M0.9%+6,066+0.6%Added–
iShares Russell 1000 Growth ETF464287614ETF213,384$77.8M0.9%+12,487+6.2%Added–
Invesco QQQ Trust Series I46090E103ETF152,707$73.2M0.9%−13,223−8.0%Reduced–
METAMeta Platforms, Inc.Stock143,645$72.4M0.9%−1,825−1.3%ReducedHistory
CVXChevron CorpStock429,722$67.2M0.8%−20,688−4.6%ReducedHistory
DDSDillard's, Inc.CL A152,332$67.1M0.8%+90.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF121,772$66.3M0.8%−72,308−37.3%ReducedHistory
Vanguard Long-Term Treasury ETF92206C847ETF1,093,569$63.1M0.7%+137,293+14.4%Added–
Vanguard Ftse Developed Markets ETF921943858ETF1,249,434$61.7M0.7%−55,295−4.2%Reduced–
PGProcter & Gamble CoStock374,072$61.7M0.7%−25,643−6.4%ReducedHistory
VVisa Inc.Stock223,952$58.8M0.7%−9,377−4.0%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF534,734$57.0M0.7%−28,170−5.0%Reduced–
HDHome Depot, Inc.Stock159,548$54.9M0.7%−10,021−5.9%ReducedHistory
AMDAdvanced Micro Devices IncStock331,178$53.7M0.6%−9,677−2.8%ReducedHistory
iShares Tr464288885EAFE GRWTH ETF521,035$53.3M0.6%+1,828+0.4%Added–
Dimensional ETF Trust25434V724US MKTWIDE VALUE1,355,427$53.2M0.6%+169,421+14.3%Added–
iShares Tr464288877EAFE VALUE ETF973,121$51.6M0.6%−26,225−2.6%Reduced–
XOMExxonMobil Holdings CorpCOM437,097$50.3M0.6%−24,134−5.2%ReducedHistory
Vanguard Dividend Appreciation ETF921908844ETF274,750$50.2M0.6%−17,558−6.0%Reduced–
AVGOBroadcom Inc.Stock30,677$49.3M0.6%−913−2.9%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW513,700$48.2M0.6%+63,722+14.2%Added–
Schwab U.S. Mid-Cap ETF808524508ETF600,702$46.8M0.6%−952−0.2%Reduced–
LLYEli Lilly & CoStock50,323$45.6M0.5%+6,118+13.8%AddedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF1,376,381$44.4M0.5%−70,549−4.9%Reduced–
JNJJohnson & JohnsonStock294,005$43.0M0.5%−42,951−12.7%ReducedHistory
PFEPfizer IncStock1,518,049$42.5M0.5%+102,553+7.2%AddedHistory
IBMInternational Business Machines CorpStock218,107$37.7M0.4%−3,513−1.6%ReducedHistory
AMGNAmgen IncStock119,678$37.4M0.4%+7,340+6.5%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF511,801$37.2M0.4%−3,860−0.7%Reduced–
PEPPepsiCo IncStock223,641$36.9M0.4%−20,922−8.6%ReducedHistory
iShares Tr464287622RUS 1000 ETF122,663$36.5M0.4%+3,263+2.7%Added–
COSTCostco Wholesale CorpStock42,430$36.1M0.4%−2,488−5.5%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF455,908$35.5M0.4%−24,650−5.1%Reduced–
GOOGAlphabet Inc.Stock192,745$35.4M0.4%−10,552−5.2%ReducedHistory
PANWPalo Alto Networks IncStock103,749$35.2M0.4%−3,268−3.1%ReducedHistory
Schwab International Equity ETF808524805ETF885,685$34.0M0.4%+34,359+4.0%Added–
WMTWalmart Inc.Stock502,421$34.0M0.4%−45,741−8.3%ReducedHistory
MRKMerck & Co., Inc.Stock271,782$33.6M0.4%−6,260−2.3%ReducedHistory
UNHUnitedHealth Group IncStock63,524$32.4M0.4%+5,387+9.3%AddedHistory
Vanguard World FD921910816MEGA GRWTH IND99,742$31.3M0.4%−3,087−3.0%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE753,808$31.2M0.4%+64,913+9.4%Added–
Vanguard Scottsdale FDS92206C730VNG RUS1000IDX124,181$30.6M0.4%−9,095−6.8%Reduced–
CATCaterpillar IncStock89,934$30.0M0.4%−730−0.8%ReducedHistory
MCDMcDonalds CorpStock116,082$29.6M0.4%−13,100−10.1%ReducedHistory
Vanguard World FD921910840MEGA CAP VAL ETF242,962$28.8M0.3%−4,981−2.0%Reduced–
LOWLowes Companies IncStock129,319$28.5M0.3%−5,669−4.2%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF236,495$28.0M0.3%−15,647−6.2%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS480,876$27.9M0.3%−22,006−4.4%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD527,271$26.4M0.3%+54,594+11.5%Added–
LMTLockheed Martin CorpStock56,439$26.4M0.3%−7,212−11.3%ReducedHistory
iShares Tr464287150CORE S&P TTL STK221,649$26.3M0.3%−11,916−5.1%Reduced–
Dimensional ETF Trust25434V807INTERNATNAL VAL726,289$26.1M0.3%+29,559+4.2%Added–
Dimensional ETF Trust25434V831US HIGH PROF ETF814,738$26.1M0.3%+2,100+0.3%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT157,493$25.9M0.3%−6,645−4.0%Reduced–
QCOMQualcomm IncStock128,478$25.6M0.3%−7,089−5.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF433,429$25.4M0.3%−19,552−4.3%Reduced–
Schwab U.S. Large-Cap Value ETF808524409ETF339,717$25.2M0.3%−15,863−4.5%Reduced–
GLDSPDR Gold TrustETF116,017$24.9M0.3%+7,200+6.6%AddedHistory
WFCWells Fargo & CompanyStock414,298$24.6M0.3%−8,740−2.1%ReducedHistory
MAMastercard IncStock54,701$24.1M0.3%−1,478−2.6%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM22,270$23.4M0.3%−330−1.5%ReducedHistory
ABBVAbbVie Inc.Stock135,598$23.3M0.3%−3,166−2.3%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF485,171$23.0M0.3%−9,047−1.8%Reduced–
KOCoca Cola CoStock361,592$23.0M0.3%−17,425−4.6%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF247,345$22.9M0.3%+15,783+6.8%Added–
ORCLOracle CorpStock160,633$22.7M0.3%−6,331−3.8%ReducedHistory
OKEONEOK IncCOM275,759$22.5M0.3%+6,205+2.3%AddedHistory
CSCOCisco Systems, Inc.Stock473,197$22.5M0.3%−11,988−2.5%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF148,598$22.4M0.3%−9,091−5.8%Reduced–
ABTAbbott LaboratoriesStock213,687$22.2M0.3%−18,253−7.9%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF529,938$22.0M0.3%+59,514+12.7%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF239,465$21.8M0.3%−49,704−17.2%Reduced–
DISWalt Disney CoStock219,726$21.8M0.3%−24,855−10.2%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF489,595$21.4M0.3%−28,648−5.5%Reduced–
BACBank of America CorpStock535,321$21.3M0.3%−37,512−6.5%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF249,534$21.0M0.2%−8,608−3.3%Reduced–
iShares MSCI Eafe ETF464287465ETF264,125$20.7M0.2%−8,129−3.0%Reduced–
Dimensional ETF Trust25434V666US LARG VALU ETF714,447$20.7M0.2%+24,832+3.6%Added–
SPDR Index Shs FDS78463X509ST PORT MARK ETF544,230$20.5M0.2%−1,571−0.3%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF80,558$20.1M0.2%−1,302−1.6%Reduced–
TMOThermo Fisher Scientific Inc.Stock36,023$19.9M0.2%+461+1.3%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF338,388$19.9M0.2%−6,539−1.9%Reduced–
AXPAmerican Express CoStock84,161$19.5M0.2%+1,772+2.2%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF253,673$19.5M0.2%−18,301−6.7%Reduced–

Options (23)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Beacon Pointe Advisors, LLC in Q2 2024
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$1.90M$761.9K
GLDSPDR Gold TrustETF$1.72M–
Invesco QQQ Trust Series I46090E103ETF–$1.49M
AAPLApple Inc.Stock–$947.8K
ORCLOracle CorpStock$423.6K$423.6K
DRIDarden Restaurants IncCOM$756.6K–
PANWPalo Alto Networks IncStock$678.0K–
PEPPepsiCo IncStock$659.7K–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1–$625.8K
MSFTMicrosoft CorpStock–$625.7K
MUMicron Technology IncStock$394.6K$131.5K
JXNJackson Financial Inc.COM CL A$507.2K$14.9K
FTNTFortinet, Inc.Stock$361.6K–
NVDANVIDIA CorpStock$123.5K$123.5K
LSCCLattice Semiconductor CorpCOM–$203.0K
QCOMQualcomm IncStock–$159.3K
HCAHCA Healthcare, Inc.COM–$128.5K
GISGeneral Mills IncStock$126.5K–
DKNGDraftKings Inc.Stock–$38.2K
MOAltria Group, Inc.Stock–$18.2K
VZVerizon Communications IncStock–$8.25K
PFEPfizer IncStock–$5.60K
WBAWalgreens Boots Alliance, Inc.COM–$2.42K

Sold out since Q1 2024 (130)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 130 by value last quarter.

Positions of Beacon Pointe Advisors, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
LIILennox International IncCOM552,048$269.8M3.0%History
SUMSummit Materials, Inc.CL A278,395$12.4M0.1%History
PPBIPacific Premier Bancorp IncCOM336,206$8.07M0.1%History
GNTYGuaranty Bancshares IncCOM164,211$4.99M0.1%History
PXDPioneer Natural Resources CoCOM15,920$4.18M<0.1%History
PENNPENN Entertainment, Inc.COM226,317$4.12M<0.1%History
GPIGroup 1 Automotive IncCOM5,844$1.71M<0.1%History
VSTSVestis CorpCOM SHS87,302$1.68M<0.1%History
ACAArcosa, Inc.COM17,464$1.50M<0.1%History
UALUnited Airlines Holdings, Inc.COM30,617$1.47M<0.1%History
FICOFair Isaac CorpCOM1,071$1.34M<0.1%History
CADECadence BancorporationEQUITY US CM45,709$1.33M<0.1%History
RYRoyal Bank of CanadaStock12,547$1.27M<0.1%History
DJTTrump Media & Technology Group Corp.Stock20,069$1.24M<0.1%History
SPDR Index Shs FDS78463X848ST STR ACWI ETF39,305$1.12M<0.1%–
YETIYETI Holdings, Inc.COM26,412$1.02M<0.1%History
CRTCross Timbers Royalty TrustTR UNIT71,300$929.0K<0.1%History
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF18,183$881.9K<0.1%–
BTAIQBioXcel Therapeutics, Inc.COM301,735$850.9K<0.1%History
TRNTrinity Industries IncCOM28,180$784.8K<0.1%History
Global X FDS37954Y483NASDAQ 100 COVER42,214$756.0K<0.1%–
CBOECboe Global Markets, Inc.COM4,085$750.5K<0.1%History
Global X FDS37954Y442CLOUD COMPUTNG33,707$733.1K<0.1%–
ESGREnstar Group LTDSHS2,073$644.2K<0.1%History
iShares Tr46434V878ULTRA SHORT DUR12,104$612.0K<0.1%–
GNRCGenerac Holdings Inc.Stock4,670$589.1K<0.1%History
TSLXSixth Street Specialty Lending, Inc.COM26,973$578.0K<0.1%History
Flexshares Tr33939L100MORNSTAR USMKT2,900$575.3K<0.1%–
SWAVShockwave Medical, Inc.COM1,758$572.5K<0.1%History
CNPCenterpoint Energy IncCOM17,163$489.0K<0.1%History
Global X FDS37954Y475S&P 500 COVERED11,472$467.9K<0.1%–
iShares Tr4642886613 7 YR TREAS BD3,990$462.1K<0.1%–
SPDR Series Trust78468R622ST BLOO HIGH ETF4,757$452.9K<0.1%–
Invesco Exch Traded FD Tr II46138G805TAXABLE MUN BD17,013$451.7K<0.1%–
BLBlackline, Inc.COM6,984$451.0K<0.1%History
ICLRIcon PLCCOM1,306$438.8K<0.1%History
ASANAsana, Inc.CL A28,163$436.2K<0.1%History
BKRBaker Hughes CoCL A12,994$435.3K<0.1%History
CRSPCRISPR Therapeutics AGNAMEN AKT6,334$431.7K<0.1%History
OBKOrigin Bancorp, Inc.COM13,577$424.1K<0.1%History
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX3,818$393.3K<0.1%–
OLOOlo Inc.CL A69,531$381.7K<0.1%History
CACICACI International IncCL A913$345.9K<0.1%History
ONOn Semiconductor CorpStock4,688$344.8K<0.1%History
iShares Tr46434V316GLOBAL EQUITY8,280$342.1K<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF3,093$341.9K<0.1%–
VanEck ETF Trust92189H300JP MRGAN EM LOC13,789$338.0K<0.1%–
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL5,899$333.8K<0.1%–
FCPTFour Corners Property Trust, Inc.COM13,472$329.7K<0.1%History
OGCPEmpire State Realty OP, L.P.UNIT LTD PRT 6032,211$326.9K<0.1%History
GAMEGameSquare Holdings, Inc.COM230,912$318.7K<0.1%History
iShares Tr46434V613CORE UNIVRSL USD6,735$307.1K<0.1%–
TAPMolson Coors Beverage CoCL B4,532$304.8K<0.1%History
GLGlobe Life Inc.COM2,548$296.5K<0.1%History
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF14,248$292.1K<0.1%–
UBSUBS Group AGStock9,281$285.1K<0.1%History
TRMBTrimble Inc.COM4,420$284.5K<0.1%History
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB14,374$277.3K<0.1%–
VanEck ETF Trust92189H730MORNINGSTAR SMID7,904$269.6K<0.1%–
CFGCitizens Financial Group IncCOM7,196$261.1K<0.1%History
Global X FDS37954Y624AUTONMOUS EV ETF10,355$255.8K<0.1%–
AMNBAmerican National Bankshares Inc.COM5,302$253.2K<0.1%History
FCNCAFirst Citizens Bancshares IncCL A154$251.8K<0.1%History
WisdomTree Tr97717Y527FLOATNG RAT TREA4,928$247.8K<0.1%–
iShares Tr464287796U.S. ENERGY ETF5,009$247.4K<0.1%–
OZKBank OZKCOM5,439$247.3K<0.1%History
PIMCO ETF Tr72201R718ENHNCD LW DUR AC2,606$247.2K<0.1%–
THOThor Industries IncCOM2,098$246.1K<0.1%History
FIVEFive Below, IncCOM1,354$245.6K<0.1%History
Fidelity Merrimack STR Tr316188309TOTAL BD ETF5,338$241.9K<0.1%–
LKQLKQ CorpCOM4,458$238.1K<0.1%History
First Tr Exchange-Traded FD336917109SHS6,045$232.6K<0.1%–
Victory Portfolios II92647N824VCSHS US EQ INCM3,905$232.4K<0.1%–
ITTItt Inc.COM1,697$230.8K<0.1%History
WCNWaste Connections, Inc.COM1,335$229.6K<0.1%History
HLIHoulihan Lokey, Inc.CL A1,788$229.2K<0.1%History
SUSuncor Energy IncStock6,156$227.2K<0.1%History
iShares Tr464288588MBS ETF2,453$226.7K<0.1%–
OSKOshkosh CorpCOM1,765$220.2K<0.1%History
AGCOAGCO CorpCOM1,788$220.0K<0.1%History
BIDUBaidu, Inc.ADR2,086$219.6K<0.1%History
iShares Tr46435U440USD GRN BOND ETF4,665$218.7K<0.1%–
iShares Tr464288505MRGSTR SM CP ETF3,860$217.0K<0.1%–
Pgim ETF Tr69344A842SHOR DURA BD ETF4,256$215.8K<0.1%–
DVADavita Inc.COM1,561$215.5K<0.1%History
Global X FDS37954Y814FINTECH ETF7,732$215.4K<0.1%–
KEYSKeysight Technologies, Inc.Stock1,375$215.0K<0.1%History
Invesco Exch Traded FD Tr II46138E180S&P SMLCP DISC1,970$214.8K<0.1%–
DTMDT Midstream, Inc.COMMON STOCK3,499$213.8K<0.1%History
WisdomTree Tr97717W109US TOTAL DIVIDND3,000$212.2K<0.1%–
BCMLBayCom CorpCOM10,292$212.1K<0.1%History
SMCISuper Micro Computer, Inc.COM209$211.1K<0.1%History
SWXSouthwest Gas Holdings, Inc.COM2,759$210.0K<0.1%History
STAGSTAG Industrial, Inc.COM5,441$209.2K<0.1%History
State Street SPDR S&P Homebuilders ETF78464A888ETF1,871$208.8K<0.1%–
ENTGEntegris IncCOM1,485$208.7K<0.1%History
WisdomTree Tr97717W778INTL MIDCAP DV3,300$207.6K<0.1%–
MGAMagna International IncCOM3,744$204.0K<0.1%History
LYVLive Nation Entertainment, Inc.COM1,923$203.4K<0.1%History
ARESAres Management CorpCL A COM STK1,520$202.1K<0.1%History